Plumbing
Never miss the burst pipe call again.
Emergency calls go to whoever answers first. Trades Operator makes sure someone does: it texts missed callers back, hands emergencies to a person, and keeps dispatch, jobs and money in one place.
Lost revenue
Where a plumbing shop loses the best calls.
Missed calls
When nobody picks up, Operator can text the caller back and drop the call into your queue as a draft lead.
Lost bids
A stuck-estimates report shows open estimates and how long each has waited, and a follow-up program drafts the nudge.
Lapsed customers
A dormant-customer program finds past customers you have not served in a while and invites them back, within their marketing consent.
Repeat work
Water heater and drain customers stay on their record with every job, call and text, so follow-up does not rely on memory.
How it works
Built around how the work really runs.
Emergency calls reach a person.
Voice AI answers only the calls your answering rules send to it. When it hears an emergency or a safety hazard such as flooding or gas, it hands the caller to a person. If no one picks up, owners and office staff get an urgent alert with the caller's number and a link to the call.
- Callers can press 0 to reach a person at any time
- After-hours calls can go to Voice AI or voicemail, your choice
- Transcript and summary on the call page
Dispatch with the whole picture.
The schedule board shows who is free and when. Skill guidance helps you match the job to the right tech, and dispatch exceptions flag late arrivals and jobs running long. Nothing reschedules itself.
- Find a time, reassign a visit or block off time
- Build a driving order for a tech's day and send it to maps
- Techs text and call from the company number, not a personal cell
The job record the tech fills in on site.
Techs mark On my way, start work, record a work note and a photo, and complete the visit from their phone. The office sees it as it happens, and techs can take a card payment in the field.
- Required checklist steps for each type of job
- Photo and note saved to the job
- Text a payment link from the job
Operator works like a member of your staff.
Tag @Operator in a team thread and ask who is closest and free. It answers using only what that person is allowed to see, suggests the next step, and waits for your approval.
- Ask about a house before you send someone
- Draft texts for missed callers, ready for your approval
- Important actions are recorded with who and when
Built-in GPS and call transcripts.
Techs clock in from the field app, and their phone location is saved only while they are clocked in. Owners and admins see Team now. Calls are recorded and transcribed where your company turns recording on, with the required notice, and each one gets a summary on the call page.
- Route the day: build a driving order for one technician and send it to maps
- Timesheet and mileage reports for the office
- Transcript and summary on every recorded call, linked to the customer and the job
- A separate tracking number per ad shows which source rang
Books that follow the work. Bring QuickBooks along.
Invoices, payments and expenses come from the jobs your team already runs, so you are not re-entering them into a separate books file. Connect QuickBooks Online to bring in your accounts, customers, Pricebook items, invoices and payments, and move your history over.
- Profit and loss, balance sheet, general ledger and trial balance, on cash or accrual basis
- Bank accounts connect through Plaid
- Export to CSV or Excel for your CPA
- Every number opens to the job or payment behind it