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All Customers

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Customer
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Notes
More Details Jobs & History
Customer
Business
Business Name
Mike's Plumbing
Business Phone Number
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Job Billing
Track Ready to Bill, Invoice Sent, and Paid for completed jobs.
Assigned to Filter
Show a team member filter on the Jobs page.
Call Handling
Business Profile
Business Type

AI responses will be tailored to your industry.

Advanced AI Details
AI Instructions

This context is included in all AI interactions.

AI Receptionist Greeting

Opening line when the phone assistant answers a call.

Missed Call Greeting
Custom Greeting Text

Text-to-speech greeting played to callers.

Audio Greeting
Upload Optional Audio Greeting
No audio file uploaded. Upload an MP3 to override the text greeting.

Max 5MB. MP3 format recommended.

Ring My Phone First
Enable Ring First
Ring your phone before calls are routed to Handled Calls.
AI Receptionist
Turn On AI Receptionist
Let the phone assistant answer incoming calls.
Booking & Follow-Up
Online Booking
Enable Online Booking
Let customers book available times online.
Customer Reviews
Review Link URLs

Handled rotates between filled links for high-rating customers.

Send Google Link

When to ask customers to leave a Google review.

Alert Threshold

Get SMS alert when you receive low ratings.

SMS Campaigns
Booking Confirmations
Send SMS when appointments are confirmed.
Appointment Reminders
Remind customers about upcoming appointments.
Auto Review Requests
Ask for reviews after completed jobs.
Missed Appointment Alerts
Sends the business owner a text if a job's scheduled time has passed and the job is still marked scheduled.
Account & Access
Login Security

Protect your account with an extra verification step.

Authenticator App (Recommended)
Not configured
Text Message Backup
Not configured
Recovery Codes
0 codes available
Advanced
Testing Tools
SMS Test Mode
Test without sending real SMS. AI generates customer replies.
Call Test Mode
Create sample calls for testing.
Review Test Mode
Create sample reviews for testing.
Handled Calls Version 2.0
Account Removal

These actions are permanent and cannot be undone.

Deactivate My Login

Permanently deactivate your login. Business data and other team members are unaffected.

Jobs

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January 2025
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Job Details
Scheduled
Address
Notes
More Details Source, history, delete
Text Customer
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Mark Done
Reschedule
Mark On Hold
Cancel Job
Time Saved This Week
0 min
Handled Calls answered calls, booked work, avoided spam, and saved you field time.
Calls Answered
0
Jobs Booked
0
Reviews Received
0
Booking Rate
0%
Customer Reviews
Average Rating
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5-Star Reviews
0
Google Links Sent
0
Review Rate
0%
Rating Breakdown
No reviews yet
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Account Alerts
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