An AI receptionist picks up the call, asks the same qualifying questions your dispatcher would ask, writes the appointment into ServiceTitan or Housecall Pro, and texts you a structured summary. If the call is ambiguous or the caller is upset, it hands off to a human. The whole thing runs on voice — not a chatbot, not voicemail, not a message service.
You configure it once: tell it your service area, your emergency criteria, your business hours, and where to send the data. After that it runs the same intake script on every call.
What happens on the call
The phone rings. The AI picks up on the first or second ring, greets the caller with your company name, and asks how it can help.
The caller says their furnace won't turn on, or there's a burst pipe under the sink. The AI asks where they're located. If they're outside your service area, it tells them politely and ends the call. If they're inside, it moves to the next question.
It asks what's happening. The caller describes the problem. The AI listens, writes it down, and applies your emergency criteria — no heat below 40 degrees, active water flow, gas smell, no AC above 95 degrees. If the call qualifies, it tags the job urgent and offers same-day or after-hours service. If it's routine — a slow drain, a tune-up request, a thermostat question — it offers the next available slot.
It collects the callback number, confirms the service address, and asks when the customer wants service. If your calendar shows availability, it books the appointment. If the slot is full or the request is outside business hours, it logs the lead and texts you the summary.
The AI repeats the appointment time, thanks the caller, and ends the call. The whole exchange takes two to three minutes.
What it writes down
Every call produces a structured summary. The AI captures the customer's name, callback number, service address, problem description, urgency tag, and requested service time. That summary goes into your CRM as a work order or lands in your phone as a text.
A no-heat call in January gets tagged urgent. A water heater replacement inquiry gets tagged routine. A burst pipe at 2 a.m. gets escalated to your on-call phone.
What you configure before it goes live
The AI doesn't run on generic scripts. You train it on your intake process before the first call.
You define your service area — zip codes, city names, or a radius. Calls outside that boundary get a polite decline.
You set your emergency criteria. What counts as urgent for your shop? Active water flow. No heat below a certain temperature. Gas smell. Compressor noise. The AI applies those rules to every call.
You connect your CRM. ServiceTitan, Housecall Pro, and Jobber all integrate. The AI writes the appointment directly into your dispatch board. If you don't use a CRM, it texts or emails the summary.
You set your business hours and your escalation phone. Calls during business hours book straight into the calendar. After-hours emergencies ring your on-call line. Routine after-hours calls get scheduled for the next morning.
You approve the script, test a few practice calls, and turn it on.




