Isn't this just an answering service?
An answering service takes a message. This books the job into your calendar and writes it to your CRM, and there is no hold queue because it answers every call at once.
Caller is asking
My furnace is out and it is 20 degrees. Can anyone come today?
Same dayBooked 16:30
The calls you miss are jobs you lose.
We build the automation that answers, follows up, and books, so your team can stay on the work.
Connects to the tools you already run
The problem
Nothing is broken. It is just leaking.
Most shops do not lose money on the work. They lose it in the gaps between the work.
The phone rings out
Nobody is free at 2pm on a Tuesday. The caller does not leave a voicemail, they call the next company on the list.
The quote goes cold
It went out on Thursday. Nobody followed up on Monday. The customer is not angry, they just forgot about you.
The same data, typed three times
Once into the calendar, once into the CRM, once into the books. Every entry is a chance to get it wrong.
Run it on your own month
Suppose an average job is worth $850 to you, and suppose eight calls rang out last month. That is $6,800 of work that went to whoever picked up instead. Put your own two figures in and the budget conversation settles itself.
Illustration only. We do not know your numbers yet, which is what the audit is for.
Five systems. Each one closes a specific gap.
One build, from the first ring to the paid invoice. Keep scrolling and it plays in order.
Incoming call
After hours
0:02
0:07
0:14
0:19
No heat
In area
Same day
Tech at 4:30 today
ConfirmBookedPicked up on the second ring
- Answered
Incoming call
After hours
0:02
0:07
0:14
0:19
No heatIn areaSame dayTech at 4:30 today
ConfirmBookedPicked up on the second ring01 of 05
Missed call recovery
A voice agent picks up when your team cannot, captures the job details, and drops a qualified callback into your CRM with the transcript attached.
Includes:
- Answers when your line is busy or after hours
- Asks your triage questions, in your words
- Books into your calendar, writes to your CRM
- Transcript and summary sent to you
Twilio
GoHighLeveln8n
- DRSMS
Dana R.
Quote 1042, text threadDay 0 · sent for youDay 0Day 2 · sent for youDay 2Thursday 8:30 held
Waiting on replyQuote sent by text and email02 of 05
Lead follow-up that does not stop
Web forms, calls, and inbox leads land in one pipeline. The sequence works across text and email, and it pauses the moment a human replies.
Includes:
- Every form, call and inbox lead in one pipeline
- First reply in under a minute
- A sequence across text and email that stops when a human replies
- Nothing depends on someone remembering
- GoHighLevel
- Synced
Jobs pipeline
Your stages, your wordsNewPanel upgrade
Oak Ave
AC tune-up
Elm St
Sump pump
Pine Ct · Dana R.
QuotedWater heater
Birch Ave
Sump pump
Pine Ct · Dana R.
BookedSump pump
Pine Ct · Dana R.
Two records, same phone number03 of 05
CRM setup and cleanup
We rebuild the pipeline around how your business actually sells, merge duplicate records, and wire the automations that keep it clean without anyone remembering to.
Includes:
- One pipeline with stages that match how you sell
- Duplicate contacts merged
- Automations that keep it clean without anyone remembering
- Numbers on your dashboard you can trust
- GoHighLevel
- Sent
Quote 1042
Dana R. · Birch Ave50 gal gas water heater $1,650 Install labor, two techs $780 Permit and haul-away $220 Total $2,650 Customer signatureSigned on their phoneQuote sent the same afternoon04 of 05
Quoting and invoicing
Estimate to signed document to paid invoice, connected end to end, with reminders that go out on schedule instead of when someone notices.
Includes:
- Quotes out the same day
- Follow-up that chases itself until yes or no
- Signed document to invoice without retyping
- Reminders on a schedule, not when someone notices
Tuesday
Crew A · real capacity9:00AC tune-upElm St · 90 min11:00Water heaterBirch Ave · 2 hrs8:00Furnace checkMaple St · intake attached2:30Slot offered against crew capacity05 of 05
Scheduling and intake
Intake forms feed the calendar, the calendar respects technician availability, and reminders cut the no-show rate without a front-desk chase.
Includes:
- Customers book real slots against real capacity
- Intake forms feed the calendar
- Reminders that cut no-shows
- Paperwork done before they arrive
Cal.com- Twilio
You know the phone is costing you jobs, but you are stuck.
It is rarely the work. It is the four doubts that stop owners from fixing the phone, so here they are.
Will it sound like a robot?
It sounds like software that is good at its job, which is what a caller wants at 7pm with no heat. We recommend it says plainly that it is an assistant. Trust comes from booking a real time, not from fooling anyone.
What happens when it does not understand?
It hands off. Warm transfer, a booked callback, or a text with a booking link, whichever you choose. A call it cannot handle is escalated, never quietly dropped, and every one is logged.
Do we lose the calls we already answer?
No. Most owners run it as overflow first: it only picks up when your line is busy or after hours. You keep everything that works today and stop losing the calls it drops.
The process
What working with us looks like.
Five weeks. Structured, transparent, and yours at the end.
01
Call audit
Rang out
No callback
BookedGap to close
Audit
- One hour with whoever answers today
- Every hand-off drawn out
- The three leaks, ranked
02
ChannelsTwilioGoHighLevel
TwilioGoHighLevelTriage script
PlanWk 1-2Wk 3Wk 4
Build
- Triage questions in your words
- Booking against real availability
- Escalation paths written down
03
AgentLive
OverflowLive
FullYour call
Test
- Overflow only, nothing you answer changes
- Every call reviewed, every miss fixed
- You decide when it takes full coverage
04
HandoverWk 5
Here is everything you own:
Hand over
- Logins to every system, in your name
- A runbook per automation
- Thirty days of fixes at no charge
The whole phone, not a widget.
A missed-call text-back on its own recovers a message. It does not book the job, chase the quote, or clean the record afterwards. We build the parts to work as one system, because that is where the money actually leaks.
Point solutions sell you pieces: a text-back, a message service, a seat. We deploy the whole phone and stand behind the handover.
| AutomateYankee | Answering service | |
|---|---|---|
| Answers every call at once | ||
| Books the job | ||
| Writes to your CRM | ||
| Escalates to a human | ||
| You own it | ||
| No per-call fee |
Answering service: People taking messages, priced per call or per minute. A message is not a booked job, and the queue fills the moment three people call at once.
Every path can work. Only one answers every call, books it, and is yours afterwards.
Your point of contact
One senior person, start to finishFri · written, whether or not there is news
Fri · written, whether or not there is news
Senior review
One contact
Weekly note
One senior contact, never a queue
Your phone is in a builder’s hands.
A senior builder leads your account as your point of contact, backed by a voice lead and a build lead. Nothing ships without a senior review, and you get a written update every week, whether or not there is news.
Builders, not account managers.
The person on your call is the person in your accounts. There is no hand-off to a junior after the deal.
You own the keys.
Every login is yours from day one. If we disappear tomorrow, the phone still gets answered.
Fixed scope, fixed number.
Quoted before we build, with thirty days of fixes after handover at no charge.
Three lines. Start with the phone.
One operator-led build. Most owners start with the phone, add follow-up once the calls are landing, and clean up the back office last.
The phone
Every call answered, triaged, and booked, whether your team is on a roof or at dinner.
The follow-up
Quotes and inquiries that chase themselves until the customer books or says no.
The back office
One clean pipeline, records that write themselves, and logins that are yours.
ZapierReady to stop losing calls?
Fifteen minutes. We walk your call flow and tell you where it leaks, whether or not you hire us.
Book a callBuilt for businesses where a missed call is a lost job.
Home services
HVAC, plumbing, roofing, electrical
Dental and med spa
Front desk, recalls, intake
Law firms
Intake, conflict checks, matter setup
Accounting and bookkeeping
Client onboarding, document chase
Real estate
Lead routing, showing coordination
Agencies
Client reporting, fulfillment handoff
Tuesday
Crew A · real capacityDay9:00AC tune-upElm St · 90 min
11:00Water heaterBirch Ave · 2 hrs
1:00Booked by the agentMaple St · same day
2:15
Slot offered against crew capacity
Same system. Pick your trade and watch the questions change.
A roofer and a dentist miss calls differently. The agent asks what your trade needs to know, then books it.
Incoming call
HVAC0:02
0:07
0:14
0:19
UnitMake and age captured
SymptomNo heat, triaged urgent
Service areaVerified
Tech booked
ConfirmTech bookedPicked up while the techs were on a roof
Two ways to work with us.
Most businesses start with a fixed-scope build and decide about the rest afterwards.
Most start here
Fixed-scope build
One clear problem, one quoted number, one date. You know the cost before we write a line of it.
- Priced and agreed before anyone starts building
- Built inside your accounts, handed over with logins
- Recorded walkthroughs and written runbooks
- Thirty days of fixes after handover at no charge
Ongoing operations
For teams who want someone watching the pipes after the build is done.
- A standing block of build hours each month
- Monitoring on every automation we shipped
- First call when something upstream changes
Guides for owners, not engineers.
All guidesQuestions owners ask before they call.
Straight answers. If yours is not here, the call is fifteen minutes.
Five weeks from the audit to handover for a typical first build, including a week of it handling real calls as overflow before it takes every call. Support after that is optional and month to month.
A fixed number, quoted after the audit and before anyone starts building, plus running costs which are telephony and voice usage billed per minute. We show you both before you commit. There is no per-call markup.
Almost certainly. We build in whatever calendar and CRM you already run, from HubSpot and GoHighLevel to ServiceTitan, Jobber, Clio and the dental platforms. If yours is unusual, we confirm the integration before quoting rather than after.
You do. Every account is in your name, every login is handed over, and every automation comes with a written runbook and a screen recording. If you never speak to us again, it keeps running.
The build is a fixed-scope project with a start and an end. There is no retainer required to keep it running. Ongoing support exists for teams who want it, with no minimum term.
Anything it cannot handle is escalated to a person, never quietly dropped, and every call is logged and reviewable. Emergencies and anything clinical or legal always route to a human. We tighten what it gets wrong during the overflow week before it takes full coverage.
Get the audit
Find out where your jobs are leaking.
Tell us how the work moves through your business. We will send back the three places it stalls, and what it would take to fix each one.
Prefer to talk it through? Grab a 15 minute slot.