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Demos and tools

See how the optional AI employees work.

These demos show the customer experience. Phone AI: call (936) 251-4830 — it rings the owner briefly, then Orbit picks up. Missed-call customer-care text-back is Live on that operations line; client shop numbers require install and wiring. Other SMS examples remain simulations where labeled.

Orbit works like a careful dispatcher: takes the call, follows your rules, loops you in. It rings you briefly first. If you can’t grab it, Orbit picks up and follows your approved wording. Not a voicemail void — Orbit takes the details and texts or emails you a summary.

Phone Attach (Orbit): our preferred phone add-on with Full Shop, or a phone-only AI receptionist when no website is needed. $297 setup + $149/mo, or $129/mo with any Local Trade website. Includes 100 AI minutes/mo; overage is $0.40/min and invoiced. Never unlimited; missed-call text-back is Live on our operations line and requires client install and wiring. AI Receptionist remains a separate secondary option and is not stacked for the same phone outcome. See pricing

Phone walkthrough

See it on a phone.

Tap through what a customer sees. Honesty labels stay on every frame.

Live on (936) 251-4830 · this frame = simulation

Missed-call text-back after an HVAC call. Owner gets the summary.

Sample names and numbers. These frames are in-page simulations — nothing is sent, called, or saved.

9:41

Oak Ridge HVAC

Live product · simulated thread

Missed call · (936) 555-0142 · 2:14 PM

Hi, this is Oak Ridge HVAC. Sorry we missed your call — we're out on a job. What's going on, and what's the best time to call you back? Reply STOP to opt out.

This frame sends nothing. Live operations-line service sends one customer-care SMS per missed call plus replies. STOP opts out; HELP gets help.

Website AI Chat

Available now

Answers only from your approved facts — no invented quotes, fees, or ETAs.

Answers common questions using the facts you approve.

Off-script questions become a callback capture (name + phone + need), not a guessed price. On-site after setup — this Website AI Chat employee answers FAQs and captures leads; it does not place calls or send texts.

Never Miss + Full Desk

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Missed-call text-back

Live on operations line

Sends a simple reply when a call is missed, with usage caps.

Live on (936) 251-4830 for one-to-one missed-call customer care: one SMS per missed call plus thread replies, with STOP/HELP. Client shop numbers require install and wiring before activation. Not mass marketing.

Never Miss + Full Desk

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AI Receptionist

Live dual-path demo

Call (936) 251-4830 to hear it. Usage caps apply — never unlimited minutes.

Live dual-path demo — call (936) 251-4830: it rings the shop owner briefly, then Orbit (our phone AI) picks up. Your shop gets the same pattern after setup, with usage caps — never unlimited. Client go-live still needs setup, testing, and approved wording. Browser demo is a click-through simulation; call (936) 251-4830 to hear Orbit live.

Never Miss + Full Desk

Call now

Quote follow-up

Simulation

Follows up on quote requests with a plain next-step message.

Email-first available now · SMS after carrier (Demo / Waitlist). Client wording and follow-up rules are approved before anything sends. Text requires carrier registration (10DLC) and testing.

Full Desk

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Review request

Simulation

Sends a simple review request after the job is done.

Email-first available now · SMS after carrier (Demo / Waitlist). Text requires carrier registration (10DLC), approval, and testing.

Full Desk

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Consult / booking request

Simulation

Collects the details needed to request a consult or booking.

Request only — not a booked appointment until the shop confirms. Availability and request rules are confirmed before setup; it does not guarantee a booking.

Full Desk

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Sample handoffs

See what reaches the shop.

Illustrative samples only. These frames do not show real customer activity; live operations-line text-back and client installs remain separate from the samples.

Website AI ChatLive · on-site after setup

FAQ → callback lead

Customer

Do you fix no-AC emergencies, and about how much does a service call run?

Chat

Sorry you’re dealing with no AC — that’s stressful. Yes, we handle AC repair in our service area. I can’t put a dollar amount in this chat because the cost depends on the work, parts, and what we find on site. If you share your name, phone, and a quick note about what’s going on—or call the shop directly—our team can walk you through the estimate process. One of our team members will get back to you shortly.

Shop sees

Name · phone · “no AC / repair ask” · request for estimate follow-up

AI ReceptionistSample · live dual-path demo

Call flow → shop summary

Sample wording. Your number goes live after setup, testing, and approved wording.

Caller

My furnace is out and I need someone today. What’s the trip fee?

Receptionist (sim)

I’m sorry you’re without heat — that’s urgent. I can’t quote a trip fee or promise a same-day arrival on this line; pricing and scheduling depend on the job and today’s board. I can take your name, callback number, and what’s going on, or you can call the shop directly for the fastest check. One of our team members will get back to you shortly.

Shop summary (sim)

Customer name · callback number · furnace out · wants today · estimate/schedule follow-up · no dollar amount invented

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