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Customers and Phones
After-hours calls go to voicemail, RFQs sit in an inbox, estimates go out and nobody follows up.
- Price
- $2,500 to $4,000
- Delivery
- 2 to 4 weeks
A Customers and Phones engagement audits how calls, requests and follow-ups reach a service business and builds the capture that closes the gaps. It covers after-hours call capture, missed-call text-back and an AI receptionist when the volume justifies one.
After-hours calls that get answered
A large share of HVAC and plumbing calls come in after five. Most callers who hit voicemail call the next shop within minutes. We set up capture that fits your volume: a live service for some shops, a text-back for others, and a plan for who calls back in the morning.
Missed call text-back and ticketing
Every missed call gets a text within a minute. Every voicemail, text and email that describes a job becomes a ticket someone owns. The weekly report shows what came in, what got booked, what got missed and what got recovered.
AI receptionist: when it pays, for HVAC and every other trade
The searches say AI receptionist for HVAC, but the math is the same for plumbers, electricians, pest, cleaning and B2B service firms: it earns its keep when the shop misses enough calls to cover its cost. Below that volume, a text-back and a good morning routine win. We run the numbers on your call log before recommending either. Third-party tools are billed to you by the vendor, no markup.
What gets built
- Intake audit
- After-hours call capture, AI or live, and missed-call text-back. We tell you which pays at your volume.
- Voicemail, text and email to job ticket
- B2B RFQ and inspection-request intake with same-day acknowledgement
- Unsold-estimate follow-up and recurring-service reminders
- Ownership-change communication plan for the accounts that matter
- Review requests and Google Business Profile cleanup
- CRM cleanup
- Weekly report: in, booked, missed, recovered
- Price
- $2,500 to $4,000
- Delivery
- 2 to 4 weeks
The walkthrough picks the builds your shop needs. You get a one-page brief with the exact price before anything starts.
Questions about Customers and Phones
Before you ask.
No. The point is to catch what the office cannot answer at 7pm, not to replace the person who answers at 9am.
Whatever fits the shop's volume and existing phone system. We are not a reseller and you pay the vendor directly.
Knowledge and Handoff
What the owner knows, written down and in a system you own.
Cash and Numbers
See the money: dashboard, job costing, collections, lender pack.
Crew and Field
Dispatch, field workflow and training the techs helped design.
Custom Build
The tool no off-the-shelf software does for your shop. You own the code.
All five
The Year-One Pass
The five lines sequenced across your first twelve months.
Tell us about the shop.
Thirty minutes. You describe the business. We tell you what we would fix first and what it costs. No deck.