Customer Support and Voice AI
AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Inbound
AI Voice Booking Agent for Home Services
Service calls and estimate visits booked into your schedule while every crew is out on a job.
Your crews are on roofs and under sinks, and the phone keeps ringing back at the office. Homeowners who get voicemail call the next company. This agent answers, works out whether they need a service call or an estimate visit, and books it into your field service software or calendar with the address and problem written down. Emergencies go straight to your on-call number.
- Books service calls and estimate visits while crews are on site
- Sends real emergencies straight to your on-call number
- Captures the address, problem and contact details for every job
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Voice Booking Agent for Home Services answers the calls your crews cannot take from a roof or a crawlspace. It books service jobs and estimate visits into your field service software or calendar, captures what the homeowner needs, moves or cancels existing visits, and passes emergencies to your on-call number.
Why businesses buy it
In home services, the first company to answer usually gets the job. When every crew is busy, that call goes to voicemail and the homeowner moves down the list. This agent answers every call, books the right visit type into Jobber, ServiceTitan or your calendar, and routes emergencies to whoever is on call. Your office stops chasing missed calls and messy notes. The Scope Card fixes the job types, systems and testing before you buy, so you know exactly what the line will handle.
Problems this solves
Homeowners ring to book a service and hear only voicemail
The agent answers the booking calls your crews cannot take from a roof or crawlspace. It books service jobs and estimate visits straight into your field service software or calendar.
Rescheduled visits get lost between the office and the crew
Moves and cancellations are made in your field service software during the call. The crew's schedule reflects the change without a message being passed on by hand.
Bookings arrive without enough detail to send the right crew
The booking call flow captures what the homeowner needs, using the questions in your home services template. The office can assign the right crew from the job record.
Emergency calls get booked in like routine jobs
The agent recognizes emergencies and passes them to your on-call number instead of booking a slot. Routine work goes into the diary, while urgent problems reach a person.
A good fit if
Your phone rings while everyone is on site, and homeowners call the next company on the list when nobody answers.
Jobs are scheduled in field service software such as Jobber or ServiceTitan, or in a shared calendar.
You can describe your job types and how long each slot needs, for example a two-hour service call or a one-hour estimate.
You want every booked visit to arrive with the address, the problem and the homeowner's contact details already written down.
Not the right fit if
You want the line to answer pricing, warranty and service-area questions as much as book jobs. AI Voice Receptionist for Home Services, covers the wider call.
You need homeowners called back after a quote or a visit. See AI Voice Follow-Up for Home Services.
You want review replies written for your Google profile. That is text work: see AI Review Response Agent for Home Services.
You want answering, booking, follow-up and review replies bought together. The AI Home Services Stack, bundles the core AI Voice Booking Agent with three other builds, rather than this edition.
How it works
- The homeowner explains the job. The agent asks what is wrong, the property address and how soon they need someone, using your job types to sort the request.
- It checks your service area and schedule. If you give it a list of areas you cover, it checks the address first, then reads open slots in your field service software or calendar.
- The right kind of visit is booked. A repair becomes a service call of the length you set, a bigger job becomes an estimate visit, each assigned the way your rules say.
- Emergencies skip the queue. A caller describing a leak, no heat or anything you mark as urgent is transferred to your on-call number instead of being offered next Tuesday.
- Existing visits can be moved or cancelled. The agent finds the job by name and address, applies the change, and frees the slot for another customer.
- The office sees every call. Each one is logged with a transcript, summary and outcome, so quote requests and bookings are not left in someone's voicemail.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- A telephony account in your company's name, such as Twilio, Vonage or Exotel, with the number to use, forward or port.
- Access to your field service software or the calendar jobs are booked into.
- Your job types, how long each takes, which crew or technician handles which, and the areas you serve.
- What counts as an emergency for your trade, and the on-call number those calls go to.
- Office hours and the number for anything outside booking.
- Your chosen voice and language, and your call-recording disclosure.
- Admin access and API keys for both connected systems, never sent by email.
- One person who can approve the job rules and the test calls.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake checked, job types, slot lengths and service area agreed.
Weeks 1–2
Job booking, estimate and emergency flows built from the Home Services template.
Week 3
Field service software and calendar connected, test jobs created and moved.
Weeks 3–4
Fifty test calls with transcripts, emergencies included.
Week 4
Your review and two rounds of changes.
Go-live
Live on your number, recorded handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The booking agent live on your office or booking line
- A home services booking intent library and call flow templates, including emergency routing
- Connections to your field service software or calendar and one other system
- A test report from home services booking test calls, with transcripts
- An admin guide and a recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can help more booking calls become scheduled jobs.
- Helps crews work from a schedule that matches what customers agreed.
- Makes it more likely emergencies reach the on-call person quickly.
- Jobs and estimates booked by phone
- Filter your field service software by booking source. Compare the month before launch with the month after.
- Reschedules handled without office staff
- Count changes made by the agent in your field service software each month.
- Emergency calls passed to on-call
- Count emergency transfers in the call log. Check each against your on-call records.
Before you start: Export four weeks of missed booking calls and count jobs booked by phone. Note how reschedules reach crews today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
One build price, then call minutes in your own accounts: about $0.13 to $0.31 per minute all in for the voice platform, AI model and telephony, plus number rental. Busy seasons cost more in minutes and quiet ones less, with no seat or per-booking fee on top.
AI usage during build and testing is billed to your accounts too.
Ask about running costsCustom requirements
Booking across several branches, a sixth call flow such as maintenance-plan renewals, or a third connected system goes beyond the Scope Card. Add a note at checkout and a written Change Quote follows.
Request a custom versionKeep it running
When the 30 days of support end, optional monthly maintenance covers monitoring, fixes, model and platform updates and a monthly health report. Change hours handle small jobs, like a new job type, an added service area or a different on-call number. Larger work gets a Change Quote. Cancel any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A trades answering service bills monthly or per call | A custom build is quoted after discovery | Ours is one fixed price, shown on this page before you buy |
| Booking | Operators usually take a message for the office to call back | Depends on what was agreed | Ours books the visit in your field service software during the call |
| Emergencies | Handled by whoever picks up | Depends on the brief | Ours transfers anything you define as urgent to your on-call number |
| Delivery | A few days | Usually several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Does AI Voice Booking Agent for Home Services book straight into Jobber or ServiceTitan?
Yes, when the field service software is one of your two connected systems and its API is available to your account. The agent creates the job or estimate visit with the address, problem description and contact details, in the slot your rules allow. If you schedule from a shared calendar instead, it books there.
How does the agent decide between a service call and an estimate visit?
From the job types you define at intake. You tell us which problems are a standard service call, which need someone to look first, and how long each takes. The agent asks the homeowner the questions that separate them, then books the matching visit type. Anything it cannot place goes to your office.
What happens when someone calls with an emergency at night?
It is transferred to your on-call number straight away. You define what counts as an emergency for your trade, such as a burst pipe or no heating in winter. If nobody answers the on-call line, the agent takes the details and logs them as urgent, so the first person in sees them first.
Can it tell homeowners what a job will cost?
Only if you give it approved wording, such as a fixed call-out fee. It does not estimate job prices, because those depend on what your technician finds. A caller asking for a quote is booked for an estimate visit instead. If pricing questions are most of your calls, the AI Voice Receptionist for Home Services suits better.
We cover two towns with different crews. Will that work?
Yes, inside one number and two connected systems. Your rules can assign jobs by area to the right crew's schedule. Separate branches with their own numbers and offices are a different setup, covered by the Multi-Location Setup add-on, $2,500, bought together with this product.
How soon can the home services booking line go live?
The delivery panel on this page shows the timeline for each speed, with any faster option priced up front. Job types, slot lengths, service areas and field service software access are due within 72 hours of ordering, and late items push the date. Fifty test calls, including an after-hours emergency, run before homeowners reach the line.
What does the line cost to run in a busy season?
Call minutes only, in your own accounts: roughly $0.13 to $0.31 a minute all in, plus number rental. A busy month with many short booking calls costs more than a quiet one, but there is no per-job fee and no seat charge from us. Monthly maintenance is optional.
Guides on this topic
All guides Book the job before the homeowner calls someone else.
Order AI Voice Booking Agent for Home Services and, on a fixed delivery date, service calls and estimate visits land in your schedule while your crews keep working.
Works well with
Reviews & Reputation
AI Review Response Agent
Drafts on-brand replies to Google and platform reviews for approval.
Inbound
AI Voice Receptionist
Answers calls, handles common questions, takes messages and transfers callers.