AI receptionist for tradespeople

The receptionist who never has to put the tools down

Whatever your trade, the phone rings when your hands are busiest. An AI receptionist on your Line number answers in your company name, finds out what the job is and where, quotes your call-out and the prices you have approved, books the visit into the right diary, and writes the job up in your CRM. It works for a sole trader, a two-van firm, or a multi-trade crew. Start with Molly, the pre-built receptionist, or build your own agent for the way you work.

KPKestrel Property Maintenance07700 900318 · Incoming call
  1. Incoming call while you're up a ladderWed 14:05
  2. Kestrel Property Maintenance, how can I help?

    Molly, AI receptionist
  3. Hi, my letting agent gave me your number. I've got a fence panel down and a gate that won't shut. I need it sorted before the weekend.

  4. We can do that. What's the postcode, and is it a timber panel or concrete posts?

    Molly, AI receptionist
  5. Timber. It's Chapel Road, LE2 3PQ.

  6. Thanks. Ryan covers LE2 and has Thursday at 8:30 free. Repairs are the hourly rate plus materials, and Ryan will confirm the panel price on site. Shall I book Thursday?

    Molly, AI receptionist
  7. Yes, book it.

  8. Job booked · Fencing repair · Ryan · Thu 08:30

    Fence panel and gate, LE2 3PQ, letting-agent referral. Job created in the CRM, customer texted the confirmation, Ryan's name, and a request for a photo of the panel.

Everything a trade receptionist does, done by the agent

In a trade business the receptionist is the office. Each row below is a task the agent does on the call, or straight after it.

What a receptionist doesHow the agent does it
Answers in your company name, on site or offPicks up on the first ring with your greeting, 24/7, out of hours only, or only when nobody in the van answers.
Finds out what the job is and whereAsks the trade, the problem, the postcode, and access. Follows the question list you set for each type of work.
Sorts urgent from routineGrades each call by your rules. A burst pipe or a tripped board goes to the on-call phone. A quote for a new fence gets the next visit slot.
Quotes the call-out fee and your standard pricesReads your price list: call-out, hourly rate, and fixed prices for common jobs. Says a tradesperson will confirm anything not on it.
Books the visit into the right diaryPicks the person who does that trade and covers that postcode, finds the next gap in Google Calendar or Microsoft 365, and books it.
Keeps suppliers and subbies off the enquiry lineRecognises known numbers and routes a merchant or a subcontractor to the person who owns the job.
Texts the customer what to expectSends the time, the name of who is coming, and what to have ready, by SMS or WhatsApp.
Writes the job up in the CRMAdds the customer, the address, the work, the photos they send, and the booking, to Line's CRM or your job sheet.
Chases quotes and reminds customersRings or texts the customer who never booked. Runs a reminder for the annual service, the gutter clear, or the next inspection.

Workflows a trade 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.

On-site call cover
Trigger: Inbound call, and no team member available
  1. 1Ring the office phone for 20 seconds
  2. 2If nobody picks up, the agent answers and takes the job details
  3. 3If it's an existing customer with an urgent problem, flags the on-call phone with the details
  4. 4Otherwise books the next visit slot and texts the confirmation
  5. 5Creates the job in the CRM and posts the summary to the shared inbox

Nobody climbs down a ladder to answer a quote call.

New enquiry to booked visit
Trigger: Inbound call, graded as a new quote
  1. 1The agent asks your qualifying questions: trade, postcode, access, and timing
  2. 2Checks the postcode is inside your service area
  3. 3Offers the next two quote slots for the right tradesperson
  4. 4Books the slot, texts a confirmation, and asks for photos by WhatsApp

Every new enquiry ends as a booked visit or a clear reason why not.

Evening and weekend cover
Trigger: Inbound call, outside your hours
  1. 1The agent answers with your out-of-hours greeting
  2. 2Asks whether it's an emergency and applies your emergency rules
  3. 3If yes, calls the on-call phone and passes the details
  4. 4If no, books the callback for the next working morning and texts the customer the time
  5. 5Logs the call and the transcript in the inbox

Evening callers get an answer and a time. You only get woken for a real emergency.

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
One diary per tradesperson or per crew. The agent books into whoever does that trade and covers that postcode.
Your CRM
Creates the customer and the job, attaches the photos and the access notes, and moves the status after the visit.
SMS and WhatsApp
Confirmations, ETAs, photo requests, and the invoice link. Reads the reply and updates the job.
Email
Sends the quote and the terms. Reads the reply so the agent knows when a quote is accepted.
Workflow builder
On-site cover, out-of-hours rules, service-area checks, and quote chasing, 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 a van's live location, look up a merchant's stock, or read a customer's job history.

A Wednesday with the agent on the phones

What actually happens when the phone is covered all day.

  1. A letting agent calls with three repairs across two properties. The agent logs each one, books two for today, and texts the tenants their ETAs.

  2. You're on a roof. Four calls come in. All answered. One quote visit booked for Friday, one merchant routed to your business partner, two messages in the inbox.

  3. The quote-chase workflow calls a customer from last week about a kitchen refit. She books it and the deposit request goes out by email.

  4. A customer asks the agent to move Thursday's visit to Friday. The diary updates and you both get the new time.

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

  6. A tenant reports a boiler that has cut out. No smell of gas, heating only. The agent books the first slot tomorrow and texts the landlord.

Where it hands over to a person
The agent does the receptionist's job, not the trade's.
  • An emergency your rules mark as a person's call: a smell of gas, sparks from a socket, water near electrics. The agent gives the safety step, then flags the on-call phone at once.
  • A price outside your list. The agent does not guess. It says a tradesperson will confirm and books the callback.
  • A complaint or an invoice dispute. The agent takes the details and passes them to you. It never makes a promise you have not authorised.
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 trade 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.