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AI receptionist & CRM automation

An AI receptionist that answers, qualifies and books the job.

When your techs are on a roof or under a sink, the phone still rings. Teckovia's AI receptionist answers with your approved script, collects the details your dispatcher needs, books the job when your calendar allows it and logs the call in your CRM. Urgent or unclear calls go to a person on your team.

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ANSWERING

How the AI receptionist answers your calls

Every call starts with your greeting, your business name and a simple question: what can we help with today? The AI receptionist works from the information you approve, such as the services you offer, the ZIP codes you cover, your hours and the questions your dispatcher always asks. It does not guess at prices, promise arrival times or give repair advice.

It can answer 24/7, or only when you choose: after hours, whenever the office line is busy, or any time nobody in the office can pick up. Either way, the caller gets a conversation instead of a voicemail greeting.

A sample call, written the way we script it with you

  • Caller

    “Our water heater is leaking into the garage.”

  • AI receptionist

    “Sorry to hear that. I can get this to our team now. What's the service address?”

  • AI receptionist

    “Thanks. Is water still coming out, or has it slowed down? And what's the best number for the technician to call you back?”

  • What happens next

    The ZIP code is in your area and an active leak is on your urgent list, so your on-call tech gets the details instead of the caller waiting for a calendar slot.

QUALIFYING

Qualifying the job before it reaches your schedule

A booked appointment is only useful if it is the right job in the right place. Before anything is scheduled, the AI receptionist works through the questions you define. Is the address inside your service area? Is this a repair, a replacement, maintenance or a new install? Is it residential or commercial? Is anything unsafe right now?

Out-of-area callers get a polite answer instead of a wasted drive. Work you don't take on is logged and closed with a reason. Calls that match your urgent list, like no heat in winter, an active leak or a burning smell, follow your escalation rules and reach a person. If you haven't written down what a qualified job looks like yet, our guide on how to define qualified jobs is a good place to start.

BOOKING

Booking appointments without double-booking your crew

When your scheduling tool is connected and the job type allows it, the AI receptionist offers open windows and confirms the one the customer picks, followed by the confirmation message you agreed on. When the calendar can't support direct booking, or the job needs a person to price or plan it, it creates a callback task with the details filled in. Your team calls back already knowing the problem and the address. You set which job types can be booked directly, how far out to offer appointments and when an estimator has to be involved.

CRM LOGGING

Every call logged in your CRM with a next step

After each call, the details land in your CRM: caller name and number, service address, job type, urgency, a call summary and how the call ended (booked, sent to on-call, callback requested or closed). Each record gets an owner and a next action, so nothing sits in a voicemail box.

We review the CRM and scheduling tools you already use before promising any connection, map the fields your team needs and test real scenarios, such as missed calls, duplicates and days with no open slots, before launch. If a call is missed entirely, missed call text back starts a text conversation so the lead is still captured.

IN PRACTICE

Example: an after-hours HVAC call, start to finish

How an evening call to a heating and cooling company could run. Your own scripts and rules would replace these.

  1. The call is answered

    A homeowner calls at 8:40 PM because the furnace won't start. The office is closed, so the AI receptionist answers with your after-hours greeting.

  2. The job is qualified

    It confirms the address is in your service area, asks what the thermostat shows and whether anyone in the home is at risk from the cold, and notes the age of the system if the caller knows it.

  3. It is routed or booked

    No heat with an elderly resident is on your urgent list, so the on-call tech gets an alert with the details. A routine tune-up request would have been offered the next open morning window instead.

  4. The CRM is updated

    The record shows the summary, the outcome and the next action. In the morning, dispatch can see exactly what happened overnight.

FAQ

AI receptionist questions

Straight answers for busy home-service teams.

What is an AI receptionist for a home service business?

It is an automated phone assistant that answers calls for your business using the information you approve. It greets callers, collects details like the service address and job type, books appointments when your calendar supports it and hands urgent or unusual calls to a person on your team.

Can callers still reach a real person?

Yes. You set the rules for when a call is handed off, such as emergencies, upset customers, pricing questions or anything the AI receptionist can't answer. Those calls go to the person you choose, with the conversation details attached.

Does it book directly into my calendar?

It can offer and confirm appointments when your scheduling tool is connected and the job type allows direct booking. If not, it creates a callback task with the job details so your team can confirm the time.

Which CRM does it work with?

We start by reviewing the CRM and scheduling tools you already use and confirm which connections are possible before recommending a setup. We don't promise an integration until we've checked it.

Can we use it only after hours or when we're busy?

Yes. It can cover calls 24/7, or you can start with after-hours and overflow calls and decide whether to extend coverage after reviewing how it handles your real calls.

AI call answering for your trade

The receptionist follows different questions and urgent lists for each trade.

Related reading

Want to see it with your own calls? Book a demo.

YOUR NEXT STEP

See how an AI receptionist would handle your calls.

We'll walk through a few recent calls and map how each one would be answered, qualified, booked and logged.

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