Calls
Every call, handled and remembered.
Business numbers and calling are built in. Calls are transcribed and analyzed, then linked to the customer, the job and the ad that rang. Nobody types it in.
“My furnace is blowing cold air and it's 20 degrees out. Can someone come today?”
How it works
Your phone line and your system are the same thing.
Business numbers, built in.
Get your company number in the area code you want. Set who answers and when. No separate phone system to buy and connect.
- Search numbers by area code
- Weekly hours, holidays and ring groups
- Voicemail when nobody picks up
- A separate number for each ad source, so you know which one rang
Every call transcribed and analyzed.
Calls are recorded where your company turns recording on, with the required notice. Each one gets a transcript and a short summary on the call page. Operator also looks for the work that came out of it.
- Transcript and summary on every call
- Spots a promise like "I'll send the revised estimate" and turns it into a task you confirm
- You choose which call insights to run
Linked to the customer, the job and the source.
Operator matches the caller to your customer list and shows the call on their record. From there you can follow a call to the job and the invoice. If it can't tell who called, it asks you instead of guessing.
- Calls show up on the customer and the job
- Matches a caller to an existing customer, or drafts a new lead
- Marketing shows which source brought in the call
Missed a call? They get a text.
When someone calls and you don't pick up, Operator can text them back. The call lands in your queue as a draft lead, so someone follows up.
- One text per number every 24 hours
- Sent between 8 am and 9 pm, company time
- Every text ends with how to opt out, and STOP is honored
- You turn it on
Techs call from the app.
A tech taps to call or text a customer from the job. The call is tied to that tech and saved on the customer.
Office sees the whole story.
Calls, texts and voicemail sit in one place, next to the customer. Anyone can pick up where someone left off.
You stay in charge.
Operator suggests. You approve. Calls it can't match go to a person to review.