The missed call
On a roof
The phone rings while you are on a roof. The caller tries the next company.
Incoming callMissed call
You are on a roof
The next companyThe caller tries them
An illustration. The business and the customer are made up.
For home services
Calls answered while you are on the job. Estimates followed up.
A call you miss on the job gets a text from your number within a minute and books the job. Estimates are followed up on day 2, 5 and 10. The invoice goes into the customer’s existing thread, and the review is asked when the job is done. You stop calling back from the truck and chasing quotes in apps.
Text me- Missed callstexted back in 60 s
- Quoteschased day 2, 5, 10
- Invoicesin the thread
- Reviewsasked when the job is done
Choose what you want. The text message you send will list your choices.
What goes wrong today
Where a trade’s week leaks.
The slow reply
Answered tomorrow
A form lead answered tomorrow is half as likely to book as one answered now.
A website form lead
Answered now
Answered tomorrow
The quote
Nobody chased it
Most leads say yes on the second or third touch. Day 2, 5 and 10, with something useful to say, then it stops.
QuoteNo follow-up
SentDay 2Day 5Day 10
The invoice
Sent somewhere else
A Stripe invoice created, finalized and dropped into the thread the customer already has with you.
Email inbox
Invoice 118 unread
The review
Never asked
Customers asked for a review when the job is done. Unhappy answers come to you first.
Job done
Happy customer
Review asked
The drive
“20 minutes out”
Leave the last job and the next customer gets “20 minutes out” from your number.
For home services
What it does.
Missed call text-back
Every ring-out becomes a text
The phone rings out, the caller gets a text from your number within a minute, and it books the job into the hours you opened.
2:18Missed call
2:19Text from your number
2:21Job booked
Hi, thanks for calling ABC Home Services. Sorry we missed you, we're on a job. What do you need?
Quote follow-up
Chased on day 2, 5 and 10
Each estimate followed up on day 2, 5 and 10. It stops when they answer.
QuoteFollowed up
SentDay 2Day 5Day 10
They reply
Follow-ups stop as soon as they reply.
Invoices in the thread
From your number
A Stripe invoice created, finalized and dropped into the thread the customer already has with you.
CreatedFinalizedSent by text
Invoice 118From your number
Opened
Review engine
Asked when the job is done
Five stars go to Google. Anything under four comes to you first, never posted.
When the job is done
Five stars → GoogleUnder four → to you
GoogleFive starsSent to youNot posted
Your own number
The number on your van, as an iMessage line
Registered to iMessage, RCS and SMS for everyone else, verified before you pay.
iMessage lineiMessageRCS · SMSfor Android and other phones
Setting it up
The first month.
- 1
Line check and hours
Your number tested for iMessage, the hours you take jobs opened, the prices it may quote loaded.
- 2
The assistant, in your voice
Trained on how you text, what it may promise, and when it hands to you.
- 3
Live
The first missed call answered by text. You get one line: who, what, booked when.
- 4
Quotes, invoices, reviews
The quote chase, the invoice in the thread and the review ask attached to finished jobs.
Swipe sideways to see all 4 steps.
Other services it uses
The messaging channels, ads, leads and ad creative this setup can use.
Messaging
iMessage line
A missed call or a text gets a reply from your own number that quotes only approved prices and books into open hours. You no longer call back or retype bookings.
Messaging
WhatsApp Business
Meta verification, approved templates and replies handled for you. Used only for people who wrote first.
Ads and leads
Meta ads
Each lead from the ad is answered within a minute. Ads start paused until you approve. Spend, leads and booked jobs arrive as one row per day.
Ads and leads
Leads & outreach
Leads from map listings, licence records and websites become one record each. The first message is written from it; follow-ups on day 2, 5 and 10 stop when they reply.
Ads and leads
Creative
You write one brief. The images and videos are made, a person picks them, and they are uploaded paused until you approve.
Permissions
Permissions and limits set up for a home service business.
Customers
If a customer asks, the AI assistant says it is an AI assistant. It passes the conversation to you at the points you set.
Prices and hours
It quotes only prices you approved, books only into hours you marked open, and replies only to the people you chose.
Quotes
A quote with no reply gets a follow-up text on day 2, day 5 and day 10. They stop as soon as the customer replies.
Reviews
A customer who answers with five stars is sent your Google review link. An answer under four stars is sent to you and is not posted anywhere.
Your line
Whether your existing number can be used for iMessage is checked on the first call, and you are told before you commit.
Never
It never texts bought contact lists, never sends mass messages to strangers, and never sends a message without a way to opt out.
Permissions switched on
What the assistant may read, do, and whom it may answer.
What it may read
CalendarWhat is next, and which hours are open
MessagesThe threads you choose, not all of them
PaymentsInvoices and subscriptions
Approved pricesThe price list it may quote from
What it may do
BookOnly into the hours you opened
Missed call text-backFrom your number, within a minute
Follow upDay 2, 5 and 10, with something useful to say
Invoice and refundSend, finalize, refund within a limit
Whom it may reply to
LeadsTold it is an AI assistant when they ask; passed to a person when they ask for one
Customers
Every action is recorded.
Sent, delivered, read, and what it said, written to the Ledger, which you can read. Message text is not published.
Text back the missed call
- read: Messages, this handle only
- in your writing style, using only prices you approved
sent from your number
Send the invoice to Bright Roofing
- limit: ≤ $5,000 without you
- to the thread they already have with you
sent in the thread
Book the 2:30
- write: Calendar, only hours you opened
invite sent
Refund everyone from last month
- limit: ≤ $500 per action, one customer per action
refused · no permission for this
Questions
Can any number be used?
Most numbers on a mobile carrier can. Many hosted VoIP lines and some ported numbers cannot complete Apple's verification. We check on the first call and tell you before you commit. Where it cannot be done, a dedicated line works the same way for everything except the old thread history.
Do my customers know they are talking to an assistant?
When they ask, yes, and it hands to you the moment it should. Pretending otherwise gets found out on the first visit and costs you the job.
What happens to my phone?
Nothing. Your phone keeps ringing, texting and receiving exactly as before. The registration adds an iMessage identity for the number on hardware we operate; it does not move your number anywhere.
More detail on the parts of this setup.
Text the line.
Text how many calls you missed last week and how many estimates got no follow-up. The reply shows what would have happened to them.
Your setup: