How it works

From a ringing phone to a paid invoice.

What your company does at each step, and what the homeowner sees.

  1. The phone rings

    You keep your number and forward your calls to your Call Me Booked number: all of them, or only the ones you miss. The assistant answers after a few rings, after hours, or straight away. It says it's an AI and that the call is recorded, and callers can ask for a person at any time.

    What the homeowner sees

    Your company name in the greeting, and questions about their job, not a voicemail box.

  2. It books the estimate

    It asks the questions you'd ask for your trade, checks the address is in your service area and books the estimate visit into an open time on your calendar. During an official hail, wind or severe-thunderstorm warning, storm mode ranks storm callers by urgency.

    What the homeowner sees

    A confirmation text with the time and address, and a reminder the day before.

  3. Your estimator visits

    The visit lands on your calendar with the caller's name, address and what they need, plus any photos they send. Each visit goes to someone qualified for the work, working that day, free at that time and covering that area.

    What the homeowner sees

    On my way: when someone will arrive, only if the person going switches it on for that trip.

  4. You approve the quote Growth and Pro

    Estimates from your trade's template, with Standard, Upgraded and Premium options you approve. Nothing goes to the homeowner until you do.

    What the homeowner sees

    Branded estimate links with e-signature, and a card deposit when they sign.

  5. The work gets done Growth and Pro

    If the job changes once you're on site, the change is written up before the extra work starts.

    What the homeowner sees

    Change orders the customer signs on their phone.

  6. Invoice and payment

    Invoices texted with a Pay by card button, paid into your own Stripe account. On site, your customer scans a QR code on your phone and pays by card.

    What the homeowner sees

    The invoice, a Pay by card button, and a receipt once it's paid.

What it doesn't do. It never quotes job prices (the only amount it says is your estimate-visit fee), talks insurance or promises start dates. It isn't an emergency service: anyone in danger is told to call 911. Quotes and campaigns go out only with your approval.