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One Emily. Start with the front desk. Add more when you need it.

Start with Emily answering your calls when you can't. When you get busy, Emily can help manage your customers. When you're ready to grow your sales, she can provide sales support too. It's the same Emily the whole way, so you never start over.

Book a free 20-minute video call

We'll go over the terms on the free call.

A handyman drilling a cabinet hinge in a workshop.

The journey: Answer. Manage. Grow.

Answer

Role: Front desk: Emily Starter

In plain words: Let us answer your calls so you don't miss potential customers.

  • Answers your calls when you can't Included.
  • Answers common questions about your business Included.
  • Takes a message and tells them about our free 20-minute call Included.
  • Reminders, follow-ups, review requests, invoices and payments Not included.
  • Sales support: answers price and package questions, quotes within your rules, offers add-ons, follows up, asks for the booking Not included.

Manage

Role: Customer care: Emily Care

In plain words: When you get busy, let us help manage your customers.

  • Answers your calls when you can't Included.
  • Answers common questions about your business Included.
  • Takes a message and tells them about our free 20-minute call Included.
  • Reminders, follow-ups, review requests, invoices and payments Included.
  • Sales support: answers price and package questions, quotes within your rules, offers add-ons, follows up, asks for the booking Not included.

Grow

Role: Sales support: Emily Growth

In plain words: Emily provides sales support, so you can grow.

  • Answers your calls when you can't Included.
  • Answers common questions about your business Included.
  • Takes a message and tells them about our free 20-minute call Included.
  • Reminders, follow-ups, review requests, invoices and payments Included.
  • Sales support: answers price and package questions, quotes within your rules, offers add-ons, follows up, asks for the booking Included.

Each role includes everything in the one before it.

Need something more specific? Scroll down to custom roles.

  • A plumber with a wrench under a kitchen sink.

    Emily Starter: the front desk role

    Let us answer your calls so you don't miss potential customers.

    Think of a good front desk person who answers your calls when you can't, and always knows what to say.

    • Answers your calls when you can't.
    • Answers the common questions about your business. Before she takes her first call, we sit down with you and write up what callers ask most: your services, your area, your hours.
    • Takes a message and sends you a summary: who called, their number and what they need.
    • Tells them about our free 20-minute call.
    • If she doesn't know something, she says so and takes a message. She doesn't guess.

    Best for: the owner who's on the tools all day and loses work to missed calls.

    Example.
    Dave Rossi, 612-555-0142. Water heater is leaking, wants someone today. Told them: about our free 20-minute call.

    Emily Starter: from $950 setup and $150 a month.

    Emily answers your calls and common questions and takes a clear message for Brian or Charles.

    Setup is a one-time fee. The monthly fee covers ongoing support, about 1 to 2 hours a month. Care, Growth and custom work are priced for your business. We'll go over it on the free 20-minute call.

    Book a free 20-minute call
  • A handyman in safety glasses fixing a cabinet hinge.

    Emily Care: the customer care role

    When you get busy, let us help manage your customers.

    Starts once a customer is booked, or when you hand Emily a customer. Includes everything in Starter.

    • Reminders before the job, so customers show up and you're not chasing them.
    • A follow-up after the job.
    • A request for a review, and a way for customers to tell you how it went.
    • Invoices and payments through your invoicing system.

    Every customer gets the same good treatment, even in your busiest week.

    Best for: the owner who's booked solid and wants every customer taken care of, start to finish.

    We'll go over it on the free 20-minute call.

  • A roofer kneeling on a shingle roof with a hammer.

    Emily Growth: Emily provides sales support

    Emily provides sales support, so you can grow.

    Includes everything in Starter and Care. We train her on how you sell: your services, your price list, your packages and your rules. Then, when your customers ask, she can:

    • Answer "how much?" and "what do I need?" questions from your price list and packages.
    • Give quotes within the rules you set.
    • Offer packages and add-ons.
    • Follow up with people who are still deciding.
    • Ask for the booking.
    • Pass anything outside your rules to you, with a summary.

    Best for: the owner whose basics are covered and who wants more of the right jobs.

    We'll go over it on the free 20-minute call.

Book a free 20-minute video call

Pro and custom roles: the art of the possible

Beyond the front desk, Emily could be built to take on almost any job in the office of a trades business. We build each custom role around how you work, and we figure it out with you on a free call. What follows is a menu of what she could be built to do.

A technician holding a white wall thermostat.

Emily Pro: the specialist role

Some jobs need a specialist. With Pro, we build Emily around one specific job in your business and connect her to the software you already use. Every Pro and custom role is built for you and scoped on the call.

Office and money

  • Bookkeeping helper: sorts expenses, matches receipts, and flags charges that look odd.
  • Cash-flow watcher: a weekly look at who owes you, what bills are coming, and where your cash is headed.
  • Collections: polite reminders on late invoices and follow-up on payments.
  • Estimating and quoting helper: turns a job description and your price list into a draft quote for you to review.
  • Payroll and timesheet helper: collects hours, flags missing time, and gets your numbers ready for payroll.

Numbers and reports

  • Data analyst: answers questions like "what's making us money?" from your jobs, invoices and customer records.
  • Weekly or monthly owner report: jobs, revenue, leads, how many estimates turn into work, and repeat customers, in one page.
  • Job costing: compares what you quoted to what the job really took, so you can see which kinds of jobs pay.
  • Where your business comes from: which calls, ads and referrals turn into customers.

Marketing and social media

  • Marketing: email newsletters, seasonal campaign ideas, and review requests.
  • Social media: posts and photo captions, drafted for you to approve.
  • Reputation: keeps an eye on your reviews and drafts replies for you to approve.
  • Online listings: keeps your hours, services and photos up to date across the places customers look.
  • Repeat customers: tune-up reminders and seasonal check-ins with people you've already served.

Running the jobs

  • Dispatcher and scheduler: lines up the day's jobs, fills gaps, and handles reschedules.
  • Parts and inventory helper: low-stock alerts and supplier reorder lists.
  • Licenses, permits and insurance: tracks renewal and inspection dates so nothing lapses.
  • Safety and training helper: toolbox-talk topics and onboarding checklists for new hires.
  • Warranty and service history: looks up past work for a customer in seconds.

Your people

  • HR helper: job posts, screening questions, onboarding checklists, handbook drafts, and time-off tracking.
  • Hiring helper for the trades: outreach messages and interview scheduling. You make every hiring decision.

Extras for your customers

  • After-hours and emergencies: tells urgent from routine and lets the right person know.
  • Answering in more than one language.
  • Connecting Emily to the software you already use.

How custom roles work

  • You approve anything public, about money, or about your people. Emily drafts. You decide.
  • You choose what she can see. For money and HR roles, you sign off on exactly what information she works with.
  • No legal, tax or hiring advice. Emily helps you prepare and organize. For those questions, she flags them for a professional.
  • Built around you. Every custom role starts with a free 20-minute video call.

Best for: the owner who says, "I need someone to just handle this one thing."

Talk through a custom role: book a free 20-minute video call

How you want it set up

  1. We set it up for you. We learn how you work, set Emily up, and test her before she talks to a single customer.
  2. We set it up with you. We work side by side, so you know how it all works and can change it yourself.

Questions we hear

What does it cost?

Emily Starter starts at $950 to set up and $150 a month. Care, Growth and custom work depend on your business, and we'll go over it on the free 20-minute call. Brian or Charles will get back to you.

Am I locked in?

No. We'll go over the terms on the free call.

Can I start small?

Yes. Start with the front desk and add more any time.

Is Emily an AI assistant?

Yes. Emily is an AI assistant, and she'll say so to anyone who asks. When something needs Brian or Charles, you and your customers can reach them.

What if she doesn't know the answer?

She says so and takes a message. She doesn't guess.

Who do I call when something's wrong?

Brian or Charles, not a ticket number. We'll get back to you.

Not sure which role?

Take the free Business Check-Up, or book the free call and we'll sort it out together.

Not sure which role fits? Talk to Brian or Charles.

Book a free 20-minute video callTake the free Business Check-Up →

You'll meet Brian or Charles, talk through how your phone and your customers get handled today, and leave with a plan, whether you work with us or not.