Phone system & AI receptionist

Your business line, with an AI receptionist for the busy times

Calls ring your team in the browser and the app with the caller's record on screen. An AI receptionist can answer after hours, when nobody picks up, or every call.

Add-on for any plan

Flo

Bright Air Heating & Cooling

Who still owes us from September?
Six customers owe $4,820 from September. The three oldest:
Hartley Dental41 days$1,840
Sam Kowalski33 days$1,265
Riverside Cafe31 days$960
Want me to text each of them a pay link?

Send 6 payment reminders

Text and email with a pay link · uses 6 texts

ApproveChange
Ask anything about your business…

The short answer

What is an AI receptionist for contractors?

An AI receptionist answers your business phone by voice when your team can't. ServFlo's AI receptionist says it's a virtual assistant, speaks English or Spanish, books arrival windows from your online booking rules after the caller confirms, takes requests and messages, and transfers callers to your team. It's an add-on for any plan at $99 a month, on top of the $49-a-month phone system, plus $0.024 a minute for its speech and voice.

A phone system in ServFlo

Local numbers, ring groups and a call log, with the caller's history on screen. $49 a month, first number included.

An AI receptionist

It says it's a virtual assistant, speaks English or Spanish, books arrival windows and takes requests.

Know which ads ring

A number for each source, and a report of calls, booked rate and revenue by source.

The phone system

ServFlo provides the numbers, minutes and texts, so there's no separate phone account. It's an add-on for any plan at $49 a month or $490 a year, with your first local number included.

  • The caller's history, open jobs and balance pop up as the phone rings
  • Book a job from the call, so the call is linked to the work
  • Ring groups, business hours, a voicemail greeting and a phone menu
  • Missed calls and voicemails become follow-ups, with an optional text-back to known customers
  • Recording is off until you turn it on, and it's announced to callers
  • Transcripts and short AI summaries of recorded calls, if you turn them on

Flo

Bright Air Heating & Cooling

Who still owes us from September?
Six customers owe $4,820 from September. The three oldest:
Hartley Dental41 days$1,840
Sam Kowalski33 days$1,265
Riverside Cafe31 days$960
Want me to text each of them a pay link?

Send 6 payment reminders

Text and email with a pay link · uses 6 texts

ApproveChange
Ask anything about your business…

The AI receptionist

A second add-on, $99 a month or $990 a year, that needs the phone system. Choose when it answers: when nobody picks up, outside business hours, or every call.

  • Introduces itself as a virtual assistant and never pretends to be a person
  • English or Spanish, in a voice you choose
  • Books arrival windows from your online booking rules after the caller confirms the details
  • Without online booking arrival windows, it takes a request for your team
  • Takes messages and transfers callers to a ring group or a number
  • Never says a price unless you allow your pricebook prices, exact or as 'starting at'
  • Cancellation requests go to your team to confirm; it never cancels a visit
BA

Bright Air Heating & Cooling

Book a visit · takes about a minute

What do you need?

AC repairFurnace repairTune-upNew system estimateWater heater

Pick a day

October
Thu152 openFri163 openMon194 openTue204 openWed211 open

Arrival window

8–10 AM10 AM–12 PM1–3 PMBooked3–5 PM

Service address ZIP

62704We serve your area
Confirm Fri, Oct 16 · 10 AM–12 PM

We'll text you a reminder the day before and when your tech is on the way.

Call tracking

Give each place you advertise its own local number and see which ones bring in work.

  • Numbers for your website, Google Business Profile, trucks or a campaign
  • Calls, answered, missed and voicemail by source or by number
  • Booked rate: calls linked to a job or request
  • Revenue: what callers paid within 30 days, counted once
  • First-time callers shown apart from existing customers
app.servflo.ai/reports/revenue

Reports

Revenue

Jul 13 – Oct 4, 2026vs previous 12 weeksCSV

Revenue

$248,630

12.4%vs $221,200

Jobs completed

612

8.1%vs 566

Average ticket

$406

3.9%vs $391

Close rate

46%

2.1 ptsvs 48.1%

Revenue by week

This periodPrevious
$30k$20k$10k$0

Week of Sep 7$23,500

16.3%vs $20,200

Jul 13Jul 20Jul 27Aug 3Aug 10Aug 17Aug 24Aug 31Sep 7Sep 14Sep 21Sep 28
Revenue by serviceJobsRevenueShare
Installs and replacements41$98,36040%
Repairs288$86,94035%
Maintenance and tune-ups236$31,86013%
Memberships—$21,2649%
Duct cleaning and air quality47$10,2064%

Questions, answered

Something else on your mind? Ask us and a person will answer.

How much does an AI receptionist cost?

$99 a month or $990 a year, on top of the phone system at $49 a month or $490 a year, which includes your first local number. Its speech recognition and voice are $0.024 a minute (cost plus 20%), the call itself is billed as call minutes, and its replies use your plan's AI credits. The 14-day free trial includes 30 AI receptionist minutes.

Will callers know they're talking to an AI?

Yes. It never pretends to be a person. The greeting can say "I'm the virtual assistant", callers always hear that the call is transcribed, and if anyone asks, it says it's your business's AI assistant.

Can an AI receptionist book appointments?

Yes, if you use online booking with arrival windows. It offers open windows from your online booking rules, reads the details back, and books only after the caller says yes. Known customers can move a visit to another open window once it has checked who they are. Without arrival windows, it takes a request for your team to schedule.

Does it give prices over the phone?

Only if you allow it. Choose never, 'starting at' prices from your pricebook (the technician confirms the final price), or exact pricebook prices. If nothing in your pricebook matches, it says your team will quote. It never says your costs or margins.

What does it do with an emergency call?

For a gas smell, carbon monoxide, flooding, sparks or fire, it gives safety advice first, then offers to transfer the caller to your team. Choose a ring group or a phone number for transfers; with neither, it takes a message.

Do I need a separate phone provider?

No. ServFlo provides the numbers, minutes and texts and bills usage monthly with your subscription, at our carrier's cost plus 20%: in the US, $0.0102 a minute for inbound calls and $0.0168 a minute for outbound. You can keep your own Twilio account instead.

Good at your trade. Ready for the business part?

Add your services, invite your crew and send your first quote this afternoon. No card needed to explore, no contract.

  • 14 days free
  • No card needed to explore
  • Unlimited technicians