The link your customers get by text or on your site. They only see times your calendar really has free.
Book a visit with Northgate Heating & Air
book.example/hvac-plumbing (sample address)
Wednesday 18
Thursday 19
Friday 20
Texts to your customers Front Desk
Sent automatically, in your company name. Replies come back to your queue.
Booking confirmation
You are booked for Wed Nov 18, 8–10 am, furnace noise. Your technician will call 30 minutes before arriving. Reply C to change.
Thanks!
Technician on the way
Daniel is on his way and should arrive around 8:40 am. Track: track.example/d4k9 (sample)
Missed call, text back
Sorry we missed you. Reply with what you need, or book here: book.example/visit (sample)
AC not cooling, can someone come tomorrow?
Yes. Tomorrow 10–12 or 1–3?
On-call alert to your technician
EMERGENCY · gas smell · Tom Bianchi, 52 Lakeview Rd, Mississauga, 416-555-0177. Caller told to leave the house and call the gas utility. Call back within 15 minutes.
Weekly report Front Desk
Emailed every Monday. One page, the numbers that matter.
Calls answered
46
Jobs booked
21
Booked value
$9,870
Calls missed
0
When the calls came in
Calls
Office hours, lines busy
14
Evenings
17
Nights
6
Weekend
9
What callers wanted
Calls
Booked
Repair
22
15
Maintenance
8
4
New system estimate
5
2
Emergency
3
sent on-call
Billing, other
8
passed to office
Three calls worth listening to this week
▶ Tue 9:42 pm · furnace rattling · booked in 2 min 10
▶ Tue 11:15 pm · gas smell · safety instructions given in 20 seconds
▶ Thu 6:05 am · caller hesitated on the emergency fee · not booked
Quotes followed up Front Desk + Revenue
Every open quote gets a reminder until the customer says yes or no. Nothing sits forgotten.
Customer
Quote
Amount
Status
D. Rossi
Furnace replacement
$6,400
Accepted after 2nd reminder
H. Okafor
Heat pump, 3 ton
$11,200
Reminder 1 sent Tue
N. Ahmed
Tankless water heater
$3,950
Wants a call Friday
S. Wong
Duct repair
$780
Declined: price
Open quotes: $15,150 · Won this month: $6,400
Reviews and reminders Front Desk + Revenue
A review request after each finished job, and a reminder when a yearly tune-up is due.
After the job
Thanks for choosing us. How did Daniel do today? A quick review helps a lot: review.example/go (sample)
This month: 18 requests sent · 7 reviews received · average 4.8 stars
Yearly tune-up due
Hi Rita, your furnace tune-up is due before winter. Pick a time: book.example/visit (sample)
Due in the next 30 days: 34 customers · already booked: 11
Dispatch Full Office
Jobs assigned to the right technician and ordered by route. Added after go-live, one step at a time.
Technician
Today
Jobs
Drive time
Daniel
Brampton → Brampton → Mississauga
3
52 min
Aisha
Oakville → Oakville → Etobicoke → Mississauga
4
1 h 05
Luc (on-call tonight)
Mississauga → Etobicoke
2
28 min
Hours, invoices and margin Full Office
Prepared for your approval, then synced with your accounting. Added after go-live, one step at a time.
Hours this week, ready for payroll
Daniel
41.5 h
Aisha
38.0 h
Luc
44.0 h (4 h on-call)
Invoices
Sent this week
19 · $12,460
Paid
14 · $8,930
Reminded at 30 days
2 · $1,140
Margin per job type
Repair
48%
Maintenance
61%
Replacement
33%
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Each post waits for your approval unless you choose automatic. Replies and messages come back to your queue.
Day
Where
Draft post
Status
Mon
Google Business Profile
First cold week: three signs your furnace needs a check before it fails. Book a tune-up online.
Waiting for approval
Wed
Facebook
Before and after: a 19-year-old furnace replaced in one day in Oakville. (Photo from the technician.)
Approved, scheduled
Fri
Instagram
Meet Daniel, on call this weekend. No heat? We answer day and night.
Draft
Networks set up for this trade: Google Business Profile, Facebook, Instagram, LinkedIn, Nextdoor. You choose them, the rhythm and the subjects on your settings page.
A call, word for word Front Desk
A sample call as the assistant handles it. On your system you can read or listen to every call from the queue.
Thanks for calling Northgate Heating and Air, this is Sam. Is this an emergency, like no heat or no cooling, or something that can wait until business hours?
My furnace is making a rattling noise. It still heats.
Understood, not an emergency then. Can I have your name and the address?
Priya Shah, 18 Maple Crest Drive in Brampton.
Thank you, Priya. What is the best number to reach you, and roughly how old is the furnace?
905-555-0142. About twelve years.
I can offer tomorrow between 8 and 10 in the morning, or between 1 and 3 in the afternoon.
Morning.
Done. Priya Shah, 18 Maple Crest Drive, tomorrow 8 to 10, furnace rattling. The office confirms first thing, and the technician calls 30 minutes before arriving.
Try it yourself: go back to the site and press the round button.
Your settings page
Delivered after you subscribe. We pre-fill it from what you already publish; you correct it and your site updates at once.
1. Your site
Company
Northgate Heating & Air
Cities you serve Please check
Mississauga, Brampton, Etobicoke, Oakville
Opening hours Please check
Monday to Friday, 8 am to 5 pm
Services
Furnace repair
Air conditioner repair
Heat pumps
Water heaters
New system estimate
Maintenance plan
2. Your tools
☑ Google Calendar Connected
☑ Outlook / Microsoft 365 calendar Requested
☑ Your phone carrier (call forwarding) Requested
☐ Google Business Profile
☐ Jobber
☐ Housecall Pro
☐ ServiceTitan
3. Social presence
☑ Google Business Profile On
☑ Facebook On
☐ Instagram
☐ LinkedIn
☐ Nextdoor
Rhythm: 2 posts a week · I approve each post
4. Help from a person
Self-service: write to us any time. Video calls with Mikael Perhirin are part of the guided option.
Day-30 review Front Desk
After 30 days we go through the results together and you decide: continue, or stop having paid the first month only.
In 30 days
Before
With the assistant
Calls answered outside office hours
0
92
Calls that reached voicemail
92
0
Jobs booked from those calls
a few call-backs
42
Time your office spent calling people back
about 6 h a week
about 1 h a week
Urgent calls handled within 15 minutes
not measured
all
Decision at day 30
Sample figures. Your own review uses your real calls.
Go: continue
Plans, options and free trial
Canadian dollars a month, before tax. 12-month term, no setup fee, stop at the day-30 review having paid the first month only.
Front Desk Front Desk
$450
For one person working alone, up to 10 people; self-setup
Calls answered in your name, English and French
Bookings and urgent calls
A site that books
A price list the assistant may quote
Daily queue, weekly report and three calls to listen to
250 call minutes
Front Desk + Revenue Front Desk + Revenue
$749
For 10 to 30 people
Everything in Front Desk
Quotes followed up
Reviews and reminders
Social presence
Plans renewed automatically
Which channel brings your work
Deposit or payment at booking
Ask your numbers in plain words
Your job or practice software connected
500 call minutes
Full Office Full Office
$1,200
For 30 people or more, or several locations
Everything above
Scheduling of your team
Hours and invoices prepared
Accounting connected, step by step
1,000 call minutes
Options
Guided setup and reviews by video call: $199
Social presence on Front Desk: $149
Job or practice software connection on Front Desk: $99
Extra 250 call minutes: $99
Additional location or phone line: $99
Free trial
7 days or 60 minutes of calls, after-hours and unanswered calls only, set up on your own settings page. A card is required; cancel before the end and you owe nothing.
Only what is written here is ever quoted on a call. Everything else is quoted by your team.
Service
What the assistant says
Diagnostic visit
$119
Emergency visit, after hours
$229
Furnace tune-up
$149
Repairs
quoted after diagnosis
Maintenance plans Front Desk + Revenue
Recurring plans renewed automatically, with a reminder before each renewal.
Plan
What it includes
Price
Members
Comfort plan
2 tune-ups a year, priority response
$19 a month
142 members
Comfort plus
Tune-ups, priority, 10% off repairs
$29 a month
58 members
Renewals this month: 11 due · 8 renewed automatically · 3 to call
Where your work comes from Front Desk + Revenue
One tracking number per channel. The report shows which one brings calls, and which one brings booked work.
Channel
Calls
Booked
Result
Google Business Profile
18
11
$4,950
Google Ads
12
5
$2,300
Website form
7
4
$1,640
Truck lettering
5
1
$380
Facebook
4
0
$0
Deposit or payment at booking Front Desk + Revenue
A payment link goes out with the confirmation. Fewer no-shows.
Sample text
Diagnostic fee of $119 paid when booking, applied to the repair. Pay here: pay.example/3k7d (sample)
Paid, thanks
This month
Payment links sent
31
Paid
27
No-shows
1, against 6 before
Ask your numbers in plain words Front Desk + Revenue
Write a question by email or message. The answer comes from your own calls, bookings and quotes.
How many calls came in after hours last week?
17 calls, 9 booked, 1 emergency sent on call.
Which source brought the most jobs this month?
Google Business Profile: 11 jobs worth $4,950.
Which quotes over $5,000 are still open?
Two: H. Okafor, heat pump, $11,200, and D. Rossi was accepted Tuesday.
Everything connected
Your assistant sits in the middle. Each function is plugged into the tool you already use; you choose them on your settings page.
BookingsGoogle Calendar
QuotesJobber
ReviewsGoogle Business Profile
PaymentsStripe
InvoicesQuickBooks Online
Social postsFacebook
TextsYour phone line
ReportsEmail or Teams
In the middleYour assistant
Function
Connected to
What moves
Bookings
Google Calendar
A booked visit lands in your calendar
Quotes
Jobber
Open items are read and followed up
Reviews
Google Business Profile
Review requests go out, replies come back
Payments
Stripe
A payment link goes out with the confirmation
Invoices
QuickBooks Online
Prepared invoices and hours are sent for approval
Social posts
Facebook
Approved posts are published
Texts
Your phone line
Confirmations and reminders in your name
Reports
Email or Teams
Weekly report and urgent alerts
Sample. A connection is live only once you have authorised it and we have tested it with you.
Your tools, connected
After you subscribe you get a private settings page: tick the tools you already use and we connect them. The common ones for your trade are ready in each plan. Not on the list? Tell us; most tools can be connected.
Answering and booking Front Desk
Google Calendar
Outlook / Microsoft 365 calendar
Your phone carrier (call forwarding)
Google Business Profile
Jobs, customers and follow-up Front Desk + Revenue
Jobber
Housecall Pro
ServiceTitan
FieldEdge
Mailchimp
Google reviews
Money and hours Full Office
QuickBooks Online
Xero
Sage
Stripe
Square
Payroll (ADP, Wagepoint, Payworks)
Fleet tracking
Sample screen. A connection is live only once you have authorised it and we have tested it with you.
Social presence Front Desk + Revenue
The week's posts are drafted from your real jobs, reviews and opening hours. Each post waits for your approval unless you choose automatic. Replies and messages come back to your queue.
Networks set up for this trade: Google Business Profile, Facebook, Instagram, LinkedIn, Nextdoor. You choose them, the rhythm and the subjects on your settings page.