AI receptionist for plumbers

The receptionist your plumbing business never had

Every plumber loses jobs under a sink. An AI receptionist on your Line number answers while your hands are full, finds out whether the water has stopped, quotes your call-out fee, books the job into your diary, and writes it up in your CRM. Start with Molly, the pre-built receptionist, or build your own agent for the way you work.

HPHardy Plumbing & Heating07700 900456 · Incoming call
  1. Incoming call while you're under a bathTue 10:42
  2. Hardy Plumbing, how can I help?

    Molly, AI receptionist
  3. There's water coming through the kitchen ceiling.

  4. Let's sort that. First, is there a stopcock you can turn off? It's usually under the sink.

    Molly, AI receptionist
  5. Found it. It's off. It's still dripping though.

  6. Good, that stops the worst of it. What's your postcode? Dan can be with you at 12:15 today. The emergency call-out is £95 plus parts. Shall I book that?

    Molly, AI receptionist
  7. Yes please, SW11 4EF.

  8. Job booked · Emergency · Dan · 12:15

    Leak from above kitchen, stopcock off. Job created in the CRM, customer texted the confirmation and Dan's ETA.

Everything a plumbing receptionist does, done by the agent

A good receptionist in a plumbing firm does more than take a message. Each job below is a thing the agent does on the call, or straight after it.

What a receptionist doesHow the agent does it
Answers the phone in the company name, every timePicks up on the first ring, 24/7 or only when you can't, with your greeting.
Works out if it's an emergencyAsks whether the water is stopped, whether there's a smell of gas, and whether anyone is vulnerable. Follows your triage rules to decide.
Talks the caller through the stopcockGives your approved first-aid steps for leaks and no-heat calls, from your knowledge base.
Quotes the call-out fee and hourly rateReads your price list. Quotes the emergency rate out of hours and the standard rate in hours.
Books the job into the right engineer's diaryChecks who covers the postcode, finds the next slot in Google Calendar or Microsoft 365, and books it.
Texts the customer the confirmation and ETASends the time, the engineer's name, and what to have ready, by SMS or WhatsApp.
Creates the job in the CRMAdds the customer, the address, the fault, photos they've sent, and the booking, to your CRM or job sheet.
Chases the quote a week laterRings or texts the customer who didn't book, and books them in when they're ready.
Reminds customers about the annual boiler serviceRuns a workflow on the service anniversary: text, call if no reply, book the slot.

Workflows a plumbing firm builds in an afternoon

Each one is a trigger, a few conditions, and actions in the workflow builder. No code. Change a step and it's live.

Emergency triage and dispatch
Trigger: Inbound call, outside hours or when nobody answers
  1. 1The agent asks the emergency questions and grades the call
  2. 2If it's a gas smell, gives the gas emergency number and stops
  3. 3If it's an active leak, finds the on-call engineer and books the next slot
  4. 4Texts the customer the ETA and the emergency rate
  5. 5Creates the job in the CRM and posts it to the team channel

Emergencies get booked at 2am without waking anyone who isn't on call.

Quote follow-up
Trigger: A quote is sent and no booking after 5 days
  1. 1The agent texts to ask if they have questions about the quote
  2. 2If no reply in 24 hours, calls the customer
  3. 3Answers questions from the quote and your price list
  4. 4Books the job if they say yes, or records the reason if they say no

Quotes stop dying in the customer's inbox.

Annual boiler service reminders
Trigger: 12 months since the last service, from the CRM
  1. 1Text the customer with a booking link
  2. 2If no booking in a week, the agent calls and offers the next three slots
  3. 3Books the slot and sends the confirmation
  4. 4Updates the service date in the CRM

A full service diary every autumn, without a single manual call.

Built in the workflow builder: a trigger, conditions, and actions. The agent is one of the actions.

Tools and integrations the agent works with

A receptionist is only useful if they can get into the diary and the CRM. Connect the tools and the agent uses them on the call.

Google Calendar and Microsoft 365
Per-engineer diaries. The agent books into whoever covers the postcode and has the gap.
Your CRM
Creates the customer and the job, attaches the fault notes, and updates the status after the visit.
SMS and WhatsApp
Confirmations, ETAs, photos of the problem from the customer, and the invoice link after the job.
Email
Sends the quote and the certificate. Reads replies so the agent knows a quote was accepted.
Workflow builder
Emergency rules, quote chasing, service reminders, and out-of-hours routing, built visually.
Zapier, Make, n8n and the API
Pushes jobs into Tradify, ServiceM8, Jobber, or any job-management app through Zapier, Make, n8n, or the API.
Custom tools
Give the agent your own tool: check parts stock, look up a boiler's warranty, or read the engineer's live location.

A Tuesday with the agent on the phones

What actually happens when the phone is covered all day.

  1. A landlord calls about a tenant with no hot water. The agent books a 9:30 visit with Dan and texts the tenant the ETA.

  2. Three calls in ten minutes while you're on site. All answered. Two quotes booked, one message for a bathroom refit.

  3. The bathroom customer gets a callback from you with the job details already in the CRM.

  4. The quote-chase workflow texts four customers from last week. One books a boiler swap for Friday.

  5. Out-of-hours rule switches on. Calls now go to the agent first.

  6. A burst pipe. The agent talks the caller through the stopcock, grades it as an emergency, and books the on-call engineer for 23:45.

Where it hands over to a person
The agent does the receptionist's job, not the plumbing and heating's.
  • A smell of gas. The agent gives the gas emergency number and stops the call.
  • A customer who wants to argue about an invoice. The agent takes the details and flags it to you.
  • Anything your triage rules mark as needing a person. You write those rules.
Molly, or an agent you build
Molly is the pre-built receptionist. Switch her on and she does everything on this page. Or build your own agent in the editor: name it, choose its voice, give it your knowledge, connect its tools, and set what it may do on its own and what it must ask you first. The same agent can take sales calls, customer service, and bookings.

Questions plumbing and heating businesses ask

Straight answers on setup, limits, and cost.

Put a receptionist on your number today

Pick a UK number or bring yours, switch the receptionist on, and tell it about the business. Included with Pro and Business, an add-on on Starter. No setup fee.