Features
When she can't help, she takes a message.
She takes their name and number, writes down what they asked for, and opens a call-back to-do with the whole message on it. No voicemail to replay.
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What happens when she can't answer a caller's question?
She says she'd rather not guess. Then she asks for the caller's name and number, saves the message, and opens a call-back to-do for you. The recap email arrives with the caller's number, a two-line summary and the full transcript. Nothing is invented, and nothing is left in a voicemail box.
The first half of that line is fixed: "That's a good question — I don't want to guess." She answers only from what your website and your Brief taught her, so an unknown is wider than most owners expect. A policy your notes never state — deposits, guarantees, whether you'll come out on a Sunday — is one, and she won't answer it either way.
She also takes a message if your Google Calendar drops out mid-call, rather than promise a time she can't create. Booking is the exception, not the rule: the typical shop turns 42% of its inbound calls into a booked job (ServiceTitan platform data, 3,000+ US/CA trade shops, 2022), and a shop under five technicians turns 24%.
How does she take a message?
The order is deliberate. A message without a number isn't a lead.
Name and number first
Name and number come first, before she says a word about writing anything down. She only says "I've saved that" once the message is actually written down — never before.
"Is this the best number?"
When caller ID comes through, she doesn't make anyone dictate ten digits. She asks whether the number they're calling from is the best one.
Read back in plain digits
A dictated number gets read back digit by digit, and it has to be a real 10-digit US or Canadian number. A wrong-length one gets one gentle re-ask, then she takes it as given.
Your questions, one at a time
If you've set intake questions for callbacks, she asks them one at a time, never as a list. An unanswered one records "not provided" and she carries on.
Saved, then handed to you
The message is saved, a call-back to-do opens the same instant, and the recap email leaves.
Decide with your ears — not a sales deck.
Paste your website and talk to your own receptionist, free, in your browser.
A question an electrician's website doesn't answer
Thursday, 4:12 PM
Quick one — do you do payment plans on a panel upgrade?
That's a good question — I don't want to guess. Can I take your name and number so Ray can call you back?
Marcus Ellery. Ray's probably got my number somewhere.
Is the number you're calling from the best one? I have 604-555-0148.
That's the one. Tell him it's the 1970s panel, the one with the fuses.
Got it, Marcus. I've saved that — financing on a fuse-panel upgrade — and Ray will call you back.
4:14 PM — message saved · call-back to-do opened · recap emailed to Ray
Conversation is illustrative.
What does a to-do actually show you?
One list, one kind of item. Every message she takes opens exactly one call-back, and nothing else lands here.
- The caller's name and the number she confirmed with them
- The whole message, in full — nothing to click open, no summary to expand
- Their answers to your intake questions, on the same row
- A tap to dial them back from the row
- A link into the full call and transcript, while it's inside your plan's history window — 30 days on Starter, up to 365 on Growth and Scale
- A tap to check it off; checked items move to the Done tab and stay there
- A quiet count in the nav for what's still open, and no number at all when nothing is
How do you clear a message off your list?
Three taps on a phone, in the browser you already have open. There's no app to install.
Read it where you are
The recap email is in your inbox before you've packed up. The to-do carries the same message, so you're never replaying audio to find out what someone wanted.
Call them back from the row
Tap the number and your phone dials. She won't make that call for you — she answers, she doesn't dial out — so the callback is yours, and it's warmer for it.
Check it off
Tap the check and the row leaves the open list for Done. It stays there, so you can see later what you already handled. Nothing disappears off the list behind you.
When the same question comes twice
That's a sign her notes are missing a line. Teaching her the answer takes a minute, and it has a page of its own.
What she never does with a message
She never says a message is saved before it is, and she never invents an answer to fill the gap. A policy your notes don't state stays unanswered, and a price that isn't on your price sheet is never quoted — she offers a free estimate and takes the details instead.
She can't transfer the caller to your cell, text them, or call them back on your behalf. The call ends with a message, not a hand-off: you get everything she gathered, and you make the call back yourself.
Frequently asked questions
What happens when a caller asks something she doesn't know?
She says she'd rather not guess, then asks for a name and a number so you can call back. The question goes into the message, a call-back to-do opens, and the recap email lands in your inbox with the full transcript, so nothing she heard is lost. She never confirms or denies a policy your notes don't cover.
How do I get the message?
Three places, and none of them need an app. An email arrives after the call with the caller's number, a two-line summary, the full transcript and any intake answers. The same call sits in your dashboard call log. And a call-back to-do waits on your to-dos page until you tap it done.
Can callers leave a voicemail instead?
No — there's no voicemail box on her line. She has the conversation instead: what they need, their name, a callback number she reads back to them. You read the message rather than replaying it, and your caller talks to something that answers instead of a machine that only listens.
What if the caller won't give a number?
She asks once more, gently, and then moves on. A message is never refused over a missing or misheard number. When caller ID came through she'll ask whether the number they're calling from is the best one. A dictated number is read back in plain digits, so a misheard digit gets caught before you dial it.
Every call ends with something in your hand.
Paste your website, ask her something she can't possibly know, and watch what she does with it.
No card · No setup · Keep your number · No website? Start here
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