Calls & booking

Answer calls, book jobs, online booking and call follow-ups.

Use the call log and the incoming-call screen popSee who is calling before you answer, work the call log, clear call follow-ups and place click-to-call calls from the company number.
Book a job from an incoming callTurn a phone call into a job, for an existing customer or a new one, and get it onto the schedule.
Work the Bookings & Leads inboxAnswer every lead fast, see your speed to lead, take over from the text agent, and turn a lead into a booked job or mark it lost.
Chat: text customers and leads from one inboxClaim a conversation so nobody double-answers, reply by text, call back or book a job, and understand quiet hours and STOP opt-outs.
Record calls with the right consent noticeTurn call recording on with a one-party or all-party consent announcement, and find out who can play recordings and read transcripts.
Set up the AI receptionist and text agentPartly availableLet AI answer after-hours and overflow calls and reply to new leads by text, with escalation triggers, booking limits per job type and tasks for anything it can't finish.
Grade calls with Call ScorecardsTurn on AI call grading, edit your scorecard, review each graded call with the transcript lines behind every score, and coach your team.