Software does the routine work. You stay in charge.
Behind the scenes, a lot of the work we do for you is done by software: texting back missed calls, answering after hours, sending reminders, drafting estimates. Here's what's automated, the rules it always follows, and how you stay the boss.
- AssistantThanks for calling Brightwater Plumbing. This is their automated after-hours assistant, and this call is transcribed. How can I help?
- CallerMy water heater's leaking in the garage. It's getting worse.
- AssistantSorry to hear that. What's the address?
- Caller1418 Cedar Lane, Frisco.
- AssistantThat's 1418 Cedar Lane in Frisco. Is this number the best one to call you back on?
- CallerYes. Any time tomorrow morning.
- AssistantThank you. I'm passing this to Brightwater Plumbing now, and someone will call you back to set a time. Goodbye.
An after-hours call to a made-up plumbing company. The greeting is exactly what the automated assistant says.
Routine work runs on its own. Anything that needs judgment waits for you.
Some work is the same every time: a text back to a missed call, a reminder about an unpaid bill, a review request after a job. You read the wording once and approve it, and from then on it goes out by itself, at sensible hours, and stops when the customer answers.
Other work needs judgment: a new time for a customer, an estimate, a final notice. That is drafted for you, and it waits for your yes. You can read every message, pause anything, and undo a change.
We run our own company the same way, so every rule below is one we live by first.
What it always does, and never does
- You approve first
Anything new waits for your OK. Once a task has been right about 50 times, you can let it run on its own, and take that back any time.
- It says what it is
Calls are answered by an automated assistant that says so at the start of every call. If anyone asks whether they’re talking to a person, they get the truth.
- Safety comes first
Urgent and dangerous situations skip the questions and go straight to a person. If something sounds dangerous, the customer is told to get to safety first.
- Stop means stop
If someone asks to stop being contacted, in any words, every text stops at once, and it’s recorded so it never happens again.
- Nothing made up
It never invents a price: it uses only your price list and the answers you’ve approved. Every number in a report comes from something measured.
- Your customers stay yours
Your customers’ details are used only to serve your business. We never sell them or use them for anything else.
What each piece does
In your account, each one has a name, like a member of staff, so you can see what it did and pause it.
Answering and texting back calls
Texts back every missed call within seconds, answers the calls you can’t take as an automated assistant, and puts emergencies straight through to you.
In your account: Receptionist
Comes with Front Office and Software onlyReview requests
Asks every customer for a Google review after the job, and writes a reply to each good review for you to post.
In your account: Review manager
Comes with Front Office and Software onlyBill reminders
Sends polite reminders until overdue bills are paid. With the Perpetual Workforce plan it also reads the replies and asks you before a final notice.
In your account: Collections clerk
Comes with Front Office and Software onlyHelp for your techs
Notes, parts, quote requests and on-the-way texts from what the tech says, in the app or hands-free while driving.
In your account: Field assistants
Comes with Front Office and Software onlyEstimate writing help
Drafts good, better and best options from your own price list. You look them over and send them.
In your account: Estimator
In the Perpetual Workforce plan, or add it to Front Office or Software only: $49 a monthScheduling help
Books new requests into the right tech’s day. When a job runs long, it finds who’s free and offers the next customer a new time once you say yes.
In your account: Dispatcher
In the Perpetual Workforce plan, or add it to Front Office or Software only: $99 a month for up to 5 techsSlow-week help
Watches the next two weeks, and suggests reminders to past customers before a slow week happens.
In your account: Marketing coordinator
In the Perpetual Workforce plan, or add it to Front Office or Software only: $79 a monthPermit help
Spots the jobs that need a city permit, fills in the application from the job, and follows it to the final inspection.
In your account: Permit clerk
In the Perpetual Workforce plan, or add it to Front Office or Software only: $39 a monthParts help
Reads supplier invoices and equipment labels, and works out tomorrow’s parts so they’re on the truck.
In your account: Purchasing clerk
In the Perpetual Workforce plan, or add it to Front Office or Software only: $39 a monthAsk for anything by text
Text what you want in plain words, like “text me new jobs too”. It changes the setting and shows you before and after, or hands the job to the right helper.
In your account: Chief of staff
Comes with the Perpetual Workforce planSales help
For businesses that sell to other businesses: sales emails, meeting notes and client check-ins, drafted for you to approve.
In your account: The sales team
In the Perpetual Workforce plan, or add it to Front Office or Software only: $149 a monthCommon questions
Will it text my customers things I didn't approve?
No. It only texts customers about what they asked for, or their own appointment and bill, from your business’s number, in wording you’ve approved. A new arrival time, a handoff to another tech or a final notice is put to you first.
What if a tech is driving?
They call the assistant and talk, hands-free. It reads the choices back and they answer “one”, “two” or “no”.
What does it cost?
Calls, review requests, bill reminders and help for your techs come with Front Office and Software only. Everything comes with the Perpetual Workforce plan, or add one piece at a time. It’s all on our pricing page.
See it on your own business
Start with a free audit. You'll see where you're losing jobs and what we'd set up first.
The free trial is Software only, our app on its own: 14 days, no card needed. Rather talk first? Talk to us.