Report
Gets the whole problem down on the first call, and leaves it ready to fix.
The problem gets explained three times
Someone calling with a problem explains all of it, and then explains it again when someone finally calls back.
Service calls come in at the worst time: the customer is stressed, whoever answers is busy, and what gets written down is half a line on a notepad. The details the tech needs are missing, so someone has to call back to ask. Meanwhile no one knows if the job is open, who has it or since when.
Lea · Summit Air's AI receptionistIncoming call · Friday 10:30 PMMy furnace makes a loud bang every time it starts up.
I'll write that up. When did it start, and is the house still warming up?
Tonight. It still heats, but it's loud.
Thanks. I've opened a ticket and texted you a link to send a short video of the sound.
Job ticket #1048
It takes down the whole problem
Taking a service request isn't writing down a complaint. It's getting what the tech needs without calling back.
- It asks what happened, where and since when.
- It asks for the missing detail before the call ends.
- It recognizes what's urgent, using your rules, and marks it.
- It opens the job in the system your team already uses.
- It tells the customer what was recorded and the ticket number.
- It takes a 3 AM call the same way as a 3 PM one.
What to ask, and who to tell
Every shop has its own intake questions and its own idea of urgent. You write them down once.
The questions
The details you always need to act without calling back.
The job types
Which problems come in, and which are truly urgent.
Where it goes
The CRM, job board or inbox where tickets are opened.
The alert
Who gets told right away, and who can see it in the morning.
A job ticket, not a sticky note
By the time they hang up, there's a record with everything in it and the right person knows. No one has to piece the call back together.
- The problem recorded: what, where and since when.
- The caller's contact details, so no one has to chase them.
- The urgency marked, so serious jobs don't wait their turn.
- An alert to whoever handles it, the moment it comes in.
- A history of what breaks most, which shows you patterns.
When the call brings a problem
Report steps in when a call isn't a question or a sale, but something that needs fixing.
After-hours calls
It takes the night call down in the same detail as the midday one.
Calls and texts in one place
It takes the request however it comes in, with photos if they text them.
Where the limits are
We'd rather you read it here than find out on a demo. Report writes it down and alerts; fixing it is still for people.
- It doesn't fix the problem. It documents it and hands it to whoever does.
- It doesn't judge urgency on its own. It uses your rules.
- It doesn't promise arrival times. It only gives the ones you've set.
- It's not 911. If there's real danger, it tells the caller to call 911 and alerts your on-call person.
- It doesn't follow up on its own. Callbacks are your team's or your automations'.
What everybody asks
Five questions from anyone who takes problems over the phone every day.
Try it with your next service call
Tell us what to ask, and the next service request comes in complete.
It never works alone
Report opens the ticket, but first someone recognized the customer, and next it may need to go to a person. Here are the other eight.
Handles the questions your customers always ask, without guessing or making things up.
Learn more ›Checks your real calendar, books the job, moves it or cancels it. All by voice.
Learn more ›Collects the caller's name, number, address and job details, and puts them in your CRM.
Learn more ›When it can't help, it says so and passes the call to a person.
Learn more ›Texts a quote, estimate, financing link or directions during the call.
Learn more ›Recognizes repeat callers and pulls up their history before saying a word.
Learn more ›Turns every call into data: what gets asked, what gets missed, what to fix.
Learn more ›Runs the steps only your shop does, like dispatching the on-call tech.
Learn more ›