Every call answered,
even at 2 AM.
Calls, texts, quotes and invoices in one place. Otto answers the phone, books the visit and writes the payment reminder. You say yes.
Blue Ridge Plumbing & Air on a Wednesday morning: what Otto handled overnight, and what needs a yes.
Good morning, Mike.
Since 9:40 PM, Otto handled 9 things. 3 need your yes
- Paid $480
Marcus Lee Paid the kitchen faucet invoice by card. Posted to QuickBooks.
- Booked Fri 9:00
Elena Ortiz Asked for a furnace tune-up. Picked Friday 9:00 from two times Otto offered.
- Quote ready
Basil Kakis Asked when his boiler quote is coming. Otto wrote it from Luis's visit notes.
- Booked Thu 8:00
Karen Mitchell Water heater leaking. Otto read her your shut-off steps and booked Marco.
- Needs your yes
Dana Whitfield AC running but the air is warm. Central air, 9 years old, customer since 2023.
- Reply ready
Jose Ruiz Asked about a tankless install. Reply ready with your price range and two estimate times.
- Opened
Walt Jensen Opened his sump pump quote a second time.
- Reply ready
Priya Raman Kitchen sink backing up. Reply ready in 12 seconds: Luis, Thursday 1 to 3.
- $1,840
3 invoices overdue. Calvin Price, Lena Brooks and Oakwood HOA. A polite reminder is written for each.
Basil KakisBoiler replacementThe quote is ready at $14,997, with the agreement and a $4,500 deposit link.
Dana WhitfieldAC not coolingBook Luis for Thursday 8 to 10 and text Dana to confirm?
Send the reminders to Calvin Price ($385), Lena Brooks ($189) and Oakwood HOA ($1,266).
2 replies are ready in the inbox: Jose and Priya.
- Marco: Karen Mitchell, water heater
- Luis: Dana Whitfield, if you say yes
- Luis: Priya Raman, if she says yes
- Luis: Elena Ortiz, furnace tune-up
Sample business and sample data. Not a customer. This owner has let Otto handle some things alone. By default he asks first.
Four jobs off your plate.
Built around a shop's week.
Each one starts with something that already costs you work today, and ends with Otto doing the typing and you saying yes.
The crew is on a roof and the phone rings
Every call gets answered.
Otto picks up as your virtual receptionist, takes the details and books the visit by your rules. Ask and he says he is an AI. A missed caller gets a text back, and anyone who wants a person is transferred or called back.
Texts, calls, forms and email in four places
One thread per customer.
Calls, texts, email and web forms land in one list, next to the job history. Online booking and text updates sit on the same page, so nobody asks twice.
The visit is done and the quote has not gone out
Quote to paid on one record.
The quote becomes the agreement, the deposit link and the invoice. Nothing is typed twice. When a quote sits, Otto writes the follow-up and asks you first.
Chasing payment after the job
Get paid sooner.
Card or bank payment right on the invoice. When an invoice runs late, Otto writes a polite reminder and waits for your OK.
Sample business and sample data. Not a customer.
Your shop, set up
on day one.
You don't start from a blank screen. Your pipeline, forms, booking types and Otto's call script come set up for a shop like yours, and you change any of it.
Your pipeline
Forms
- Service requestWeb and text
- Estimate and service visit
- Quote and agreement
- Tune-up reminderEach season
- Maintenance plan sign-up
Booking types
- Service call2 hours
- Estimate visit1 hour
- Furnace or AC tune-up90 min
- Install or change-outFull day
- After-hours emergencyYour rules
What Otto never does in your shop.
Some rules are fixed. The rest are yours, set once in plain words.
He never pretends to be a person. Ask and he says he is an AI. Anyone who wants a person is transferred to you or called back.
He never makes up a price. He quotes from your price list. If a job is not on it, he asks you.
He never sends without your yes unless you let that kind go alone, like booking confirmations.
He never works in the dark. Every call, message and change is logged. Changes and bookings undo with one tap; a sent text can't be unsent.
Built in
Says he is an AI when askedAnd transfers the call, or takes a callback, when someone wants a person
Built inQuotes only from your price listAsks you about anything not on it
Built inYou decide
Say "AI assistant" in the greeting
Book emergency visits alone after hours
Text missed callers back
Send quotes alone
Send payment reminders alone
Your words
Keep your books.
Bring your customers.
Your books, email and calendar stay where they are. Customers and jobs come over from the software you use now, and Otto moves them with you.
Works with what you keep
Connect once. Otto uses them for you.
OutlookMail and calendar, both ways.Switching from field software
Connect it once. Otto moves your customers, jobs and history in.
Rely on GPS dispatch, a flat-rate price book or truck inventory? Ask us first, before you switch anything.
- The whole shop, every tech
- All fourteen parts and Otto
- No setup fee
- No per-user fees
- Month to month
- Includes 1,500 minutes of Otto's calls and 3,000 texts a month, then 20 cents a minute and 2 cents a text.
Plumbing and HVAC questions.
Plain answers. If yours is not here, ask through Get started and a person replies.
Is this a ServiceTitan or Housecall Pro replacement?
For most small shops, the phones, inbox, quotes, scheduling, invoices and payments are in one place here. If you rely on GPS dispatch, a flat-rate price book or truck inventory, ask us first. We will tell you straight.
Will it answer emergencies at 2 AM?
Yes. Otto answers as your virtual receptionist, takes the details and follows your emergency rules. You choose whether he books alone or waits for your OK.
Can Otto quote a job?
He writes the quote from your price list and the tech's visit notes. If a price is not on your list, he asks you. He does not guess a price.
What if a customer wants a real person?
Otto transfers the call to the number you choose. If nobody can pick up, he takes a callback and tells your team.
How long until we are up and running?
Your pipeline, forms and booking types are ready on day one. Most shops are live in about a week, with us helping move your customers across.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
