Outbound: the agent calls

Filter and UV lamp change calls from install dates

A UV lamp that's past its year still glows but stops doing its job. Emma calls customers when their lamp, filter or softener service is due, from your install records, and books the visit or the pickup.

When it starts

A UV lamp, sediment filter, carbon filter or softener service is due by date.

What the agent does

Calls with their equipment and due date, books a service visit or a parts pickup.

What your team gets

Recurring service revenue that doesn't depend on customers remembering.

How it works

  1. Finds who's due

    From your install records: UV lamps at a year, sediment filters by your schedule, softener service by date.

  2. Calls with their details

    "Your UV lamp was put in last November." Their system, not a generic reminder.

  3. Offers both ways

    A tech visit to change it, or the part ready at the counter if they do it themselves.

  4. Books it

    A visit time, or a pickup with the part set aside.

  5. Respects a no

    If they've already done it, she updates the date. Anyone who says stop is taken off the list.

Example call

  1. AI agentHi Mr. Wilson, it's Emma from Dufferin Water. Your UV lamp went in last November, so it's due for a change. Would you like a tech to do it, or pick up the lamp yourself?
  2. CustomerI'll pick it up. Can you set one aside?
  3. AI agentOf course. It's 189 dollars for your model. Your sediment filter is also due. Want that set aside too?
  4. CustomerYes, both.
  5. AI agentDone. They'll be at the counter by tomorrow. We're open until 5 on weekdays and noon on Saturday.

After the call: The UV lamp and sediment filter for Mr. Wilson's system are set aside at the counter, and the next due dates are reset from today.

What your team gets

  • UV lamps, filters and softener service called on time
  • Parts set aside for customers who do it themselves
  • Service visits booked for the rest
  • Due dates updated on every call
Set up with you: The team sets up a connection to your install records, parts stock and schedule, and sets your service intervals and calling hours.

Questions

How does it know what's due?

From the install date and the service interval you set for each part.

What if they did it already?

It updates the date on their file and thanks them.

Can it sell other parts?

It mentions other parts due on the same system, nothing else.

Hear it on your phone

Request a demo call and the agent phones you, set up for wells and water treatment like yours.

Get a demo call