Industries
Trades: stay reachable, even on the building site
When your team is out on a job the phone rings anyway. An agent answers calls and schedules appointments.
Typical tasks
Where automation applies here
Call handling
Take fault reports, assess urgency.
Scheduling
Suggest site-visit and installation appointments.
Orders
Capture orders digitally instead of on slips of paper.
Clear boundaries
What agents do here – and what not
Handles itself
- Answer calls
- Enter appointments by your rules
Submits for approval
- Quote prices
- Emergency call-outs
Never does
- Make technical diagnoses
- Promise binding prices
FAQ
Answers to the most common questions
Does it work with my phone system?
That depends on the system. We check it in the call.
What about emergencies?
We define rules under which the call goes straight to you.
Do I need a CRM?
Not necessarily. A simple calendar is enough to start.
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