The Answering Service is an AI receptionist for your shop line. It answers, greets the caller, screens spam, warm-transfers to the right person, escalates emergencies to your on-call chain, takes messages, and can open a draft work order from the call.
The Answering Service is a paid module. When your shop has it, it appears in the sidebar under Answering & AI → Answering Service, with tabs for Calls, Messages, Callers, Usage, and Settings.
Get the service running
The Phone & Forwarding settings page shows a Setup checklist that tracks the six steps below and links to each one.
- Go to Answering & AI → Answering Service → Settings → Phone & Forwarding.
- Enter a 3-digit Preferred area code and click Provision number. Callers keep dialing your existing business line — this number is the forwarding destination.
- Pick Your phone carrier. The page then shows the star codes for turning forwarding on and off, matched to your coverage mode.
- Set up forwarding on your carrier, call your business line from another phone, and press Test forwarding. The badge next to it flips to
verifiedwhen it works. - Set your greeting, add an on-call contact, and add a notification email or text number (see below).
- On the Greeting page, turn on Answering service enabled.
Release number at the bottom of the page gives the number back.
Greeting and voice
On Settings → Greeting, write the Greeting the assistant opens with. Let the AI write the greeting composes a fresh opening each call instead of reading a fixed line, and Greet returning callers by name uses a recognized caller's saved name. Because call recording is locked on and the consent notice must be spoken verbatim, the AI-written greeting is suppressed and your written greeting is used. Four starter buttons — Apply starter template, Fire alarm, Extinguishers, Fire systems — fill empty settings with sensible defaults.
Settings → Voice lists the available voices with a play button for each sample; the choice applies on the next call. Settings → Languages controls which languages the assistant speaks and which it opens with.
Hours and coverage
On Settings → Hours & Coverage, choose when the assistant answers: All calls, After hours only, or Overflow (when you don't pick up). Your Timezone and Business hours are shop-wide settings shared with Shop Info; each day can take a second window for split shifts. See Shop and team settings.
Routing and escalation
Settings → Transfer & Routing holds your rules. Each rule has a Label, comma-separated Matches topics (for example quote, pricing, estimate), and a Transfer to number; a rule with no number is dropped when you save. The Teammate picker only lists people marked Reachable on the Team page — a phone number on file is not enough. Message recipients on a rule decides who gets the message if the transfer never completes.
Under When no rule matches, pick Take a message for a callback, Connect to the main line, or Ask the caller — the last two need a reception number. Connect the caller after a work order transfers the caller to a teammate once a work order is taken, during business hours only; the person answering hears a short summary first.
Settings → Escalation Chain is the emergency path. Add contacts with a name, phone, a How channel (phone call, text, or email), and a Ring timeout in seconds, then drag to reorder. The assistant works down the list until someone answers.
Spam, notifications, and disclosures
Settings → Spam Screening has Screen unknown callers, Block known spam, and Blocked keywords. You can also press Mark as spam on any call, or Block caller on a caller's page.
Settings → Notifications turns individual alerts on or off — emergency, new message, new work order, work order approved, call transferred, plus the noisier every-call and spam-blocked alerts — and sets the email addresses and text numbers they go to.
Recording is locked on. The spoken consent notice, the AI-identity announcement, express-consent mode, and recording retention live under Answering & AI → Disclosures → Disclosure Settings, which is owner/admin only and requires accepting a responsibility disclaimer first. Every disclosure event is recorded in Disclosure Logs.
Review what happened
Calls lists every call with outcome tabs, search, a date range, and a spam-only toggle; owners and admins can switch between All calls and My calls. Opening a call shows the recording, the AI summary, any messages taken, the escalation timeline, and the full transcript.
Messages groups messages by status (New, Read, Actioned, Archived); change a status from the dropdown on its row. Callers is the caller directory — open one to edit its display name, preferred language, and notes, or to block it.
When a caller who isn't already a billing customer asks for work, the assistant saves them as a lead with a note about what they wanted, and repeat calls roll into the same lead. Find them under Billing → Invoicing → Leads. Draft work orders taken on calls are reviewed under Work Orders.
Usage shows voice minutes and text messages for the month against what your plan includes, with the per-unit rate for anything over. Texts are a shared pool with the field app.