Win the job
It picks up on the first ring, asks the right questions for your trade, and puts real jobs on your calendar. You set the rules, and it follows them.
On the phone
Four things happen on every call, in order. The caller books a job, and the office reads the transcript.
The caller reaches a friendly voice that knows your services, your hours, and your service area. It answers on your business line, at any hour.
Day and nightWhat is the problem, where is it, and when works for a visit. The answers become a work order with the customer's name and address.
Your trade's questionsIt offers the next open slot that fits the job. When the caller says yes, the booking lands on the dispatch board and the calendar.
On the board in secondsAfter the call, the customer gets a text with the time and the address. If a caller hangs up before booking, it reaches back out a few hours later.
Leads stay warmYou stay in charge
You decide what the receptionist handles alone and what comes to you. Each rule is a plain sentence, and you can change it any time. The new rule applies on the very next call.
Small jobs book themselves. Big jobs page you or the office manager first. That line between the two is yours to draw, and it can be different for every service you offer.
Rules · Ridgeline HVAC · saved by M. Ortiz, 2:41 PM
Your coordinator sets the rules. The receptionist follows them around the clock.
Nights and weekends
Most calls come in after five, and the good ones come in on Saturdays. The receptionist answers nights, weekends, and holidays the same way it answers at noon.
Emergencies page the on-call tech. Everything else books into the next open slot, and you read the full call transcript with your coffee in the morning.
Start
Tell us the trade and the crew size. We will show ServiceLine on a real dispatch day, not a slide deck.