How It Works
You forward the phones. She does the rest.
Here's the life of one call — from the moment a customer dials to the job on your calendar. No new number, no new software, no missed calls.
The Life of a Call
From ring to booked job.
Four things happen on every call. You're on a roof for all of them.
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01
She picks up in one ring.
Day or night, first ring, every time. Your customer never hears voicemail, never sits on hold, and never dials the next company on the list. She takes every call at once — even when the first heat wave melts your phone lines.
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02
She works the call like your best CSR.
She gets the name, the address, and what's actually wrong — in trade terms. A no-cool call in July gets urgency. A gas smell goes straight to your cell. A tune-up takes a slot next week. Same judgment your best dispatcher would make, on every call.
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03
She books the job.
She checks your real calendar live on the call — not a request form, not a callback. She offers times that actually work, books the visit with an arrival window, and confirms it before the caller hangs up.
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04
You get the details before you're off the roof.
A text lands with the customer, the address, and the issue. The job's on your calendar, the full transcript and recording are in your portal. You were never interrupted, and you didn't lose the job.
Going Live
Hired and trained in days.
No hardware, no new number, no six-week training period.
Book a 15-minute call
We look at your call volume, your service area, and what's slipping through. If Servex isn't a fit for your shop, we'll tell you on the call.
We build her around your business
Your hours, your service area, your pricing, your after-hours playbook. She answers the way you'd train a new hire to — it just takes days instead of months.
Forward your line
One setting change on your existing number. From that moment every call gets answered. Unforward the line and you're back where you started — no lock-in.
What She Handles
On every call, out of the box.
- Answers 24/7, in one ring
- Books straight into your calendar
- Emergencies routed to your cell
- Knows your service area — and what's outside it
- Follows your after-hours playbook
- Texts you every job summary
- Takes every call at once — no busy signal
- Hands off to a human when it matters
Review requests and maintenance-booking calls available as add-ons.
Questions
What owners ask us.
Q What happens when she gets a call she can't handle?
She transfers it to you or whoever you name, and briefs you before connecting the caller. If nobody picks up, she takes the full details and texts them to you — the caller never hits a dead end.
Q Do I need a new phone number?
No. You keep your number, your ads, your truck decals. Call forwarding on your existing line is the whole install.
Q Does she sound like a robot?
She sounds like someone who's answered HVAC phones for years — because every conversation she's ever had is an HVAC call. Book a call and hear her handle your own scenarios live.
Q Can she really book jobs, or just take messages?
She books. She reads your real calendar availability during the call, offers open slots, and locks in the appointment with an arrival window before the caller hangs up.
Q What happens after hours?
Your call. She can book jobs straight onto tomorrow's board, collect the details for a morning callback, or put true emergencies through to your cell — whichever playbook you set.
Q What does it cost?
Less than one missed job a month, for most shops. We'll run your real call volume and show you the math on a 15-minute call.
Hear her take a call.
Book a 15-minute call. We'll run a live demo on your scenarios — your service area, your pricing, your after-hours calls.
Book a Free Call