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Workflow — Calls

Never miss the work.
Even when you can't pick up.

A caller rings, you're on-site. An auto-SMS fires in 15 seconds. They reply, a draft appears in your queue. One tap and it's dealt with — before they've called the next number on Google.

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How it works

A call goes unanswered

Your Twilio number forwards to your mobile. If you can't pick up — busy, on-site, under a sink — the system catches it automatically.

An SMS fires in ~15 seconds

The caller gets an instant text: your business name, an ETA for calling back, and a prompt to drop the job details. Your pre-approved template, firing before they've rung the next number.

Reply lands in your approval queue

If they text back, a draft reply is ready for you. Tap to approve, edit a line, or reject. One tap from your mobile — no laptop needed.

In the portal

Calls log — all answered, missed, and withheld calls
Calls log — all answered, missed, and withheld calls
Pending SMS approval card on home screen
Pending SMS approval card on home screen

See it in action

What's included

  • Auto-SMS fires in ~15 seconds on any missed, busy, or declined call — before voicemail kicks in
  • Fully editable initial SMS template — your words, your brand, one-click setup
  • Auto-send hours window — outside your set times, calls are logged but no SMS fires
  • Reply drafts written with context: the caller's message, your business info, and any existing CRM record
  • Universal call log — every call (answered, missed, withheld) in one place, nothing silently dropped
  • One-tap 'Create person' on unmatched numbers — adds them to CRM with prior call history linked
  • Emergency keyword detection — 'leak', 'no heat', 'gas smell' flagged and moved to top of queue
  • Link to CRM person timeline — calls and SMS exchanges appear in the contact's full history

Every call links to your CRM contact record — answered, missed, or withheld — so the full history is always one click away.

Common questions

Does it auto-send a reply to the person who texted back?

No — not in this version. The initial auto-SMS fires automatically because speed is the whole point. But if the caller replies, any AI-drafted response goes through your review queue first. You tap approve before it sends.

What if the caller's number is withheld?

The call still appears in your log so you have a complete picture. No SMS fires (there's no number to send to), and the record is marked 'withheld'. You're push-notified so you know a call was missed.

Will it message people I already know are not leads?

You can add any number to a block list in settings. Block-listed numbers are logged but receive no auto-SMS and their replies don't generate drafts. Useful for known spam callers or numbers you've already dealt with.

Does this replace my existing phone number?

No. You keep your existing number. Calls to it are forwarded through our system first, which is what lets us catch the ones you miss. Callers still dial the number they already have for you.

Next step

Stop losing leads to voicemail.

Book a 30-minute call. We'll walk through the setup, show the SMS firing live, and answer any questions about how it fits your current number.

Book a call