It recognises the account, not just the person
A contact ringing from a commercial account is matched to that account, so the enquiry lands against the customer and site it belongs to rather than starting a stranger from scratch.
Job management for trades
An AI receptionist
for Simpro
Commercial work does not ring in like domestic work. It is a facilities manager from an account you already have, and the call needs to land against the right site.
An AI receptionist for Simpro. It recognises the contact ringing from a commercial account, writes the lead in with the customer and site linked, and can raise quote requests and schedule against a technician who is genuinely free.
What it does with Simpro
It writes the lead into Simpro properly linked
Customer and site created and linked, so nobody has to spend the afternoon working out which of four sites this was for.
It can raise quote requests
Switched on, it raises a quote request for you to price, with what the caller actually asked for attached.
It can schedule against real availability
A visit booked against a technician who is genuinely free, rather than a time somebody hopes will work.
What it will not do
Worth knowing before you buy rather than after. Every connection has edges, and pretending otherwise only moves the disappointment later.
Simpro is hosted per business, so setup is done with you against your own Simpro rather than switched on from a catalogue.
It never prices work. A quote request goes to a person.
Scheduling is only as good as what Simpro knows about who is free. If availability is not maintained there, it cannot be honoured on the phone.
Questions
Does it work with our own Simpro build?
Yes, and it has to. Simpro is hosted per business, so the connection is set up against your own build rather than a shared one.
Will it quote over the phone?
No. It raises a quote request with the detail captured. Pricing stays with your team.
Can it book a technician?
Yes, when scheduling is switched on, against somebody Simpro says is genuinely free.
Put it on your line
Keep your number. The setup is done with you, and your Simpro connection is tested on your own account before a single real caller reaches it.