Smarter Week

How to automate it

How to automate “answer the office phone and pass on messages”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, every day
45%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Let an AI receptionist answer overflow and after-hours calls and book jobs

AI voice agents built for the trades answer calls, ask the right questions, and book into your calendar or hand off to a person. Your team handles the hard calls instead of every call.

Typically saves about 35% of the time2 h to set up
  1. 1Check whether your field app offers an AI receptionist or voice agent (Jobber, Housecall Pro and ServiceTitan all have one), or look at tools like Avoca, Rosie or Goodcall.
  2. 2Give it your service areas, job types, prices it can quote and when to transfer to a person.
  3. 3Start with after-hours and overflow calls only.
  4. 4Listen to a sample of calls each week and fix its answers.

Tools: Jobber AI Receptionist · Housecall Pro CSR AI · ServiceTitan AI voice agents · Avoca, Rosie or Goodcall

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Construction office admin / project coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Construction office admin / project coordinators