While you were out
Locksmith
Caller: “I need to get into my ex’s apartment. My stuff’s still in there.”
Penny: “Our locksmith has to confirm the right to enter before taking this job. I’ll pass your request to our team.”
Penny asks callers the questions you’d ask, then books the appointment on your calendar. If she doesn’t know an answer, she says so instead of guessing. Send her every call or only the ones you miss.
No credit card. Penny’s website chat stays free after the trial.
Dana calls about her kitchen sink while you’re out on another job.
Both columns follow the Fernhollow Plumbing call at the top of the page.
She starts with the questions businesses like yours ask callers, and you can change any of them. Add your own house rules in plain sentences, the way you’d brief whoever covers your phones.
Bramblewood Handyman
While you were out
Caller: “I need to get into my ex’s apartment. My stuff’s still in there.”
Penny: “Our locksmith has to confirm the right to enter before taking this job. I’ll pass your request to our team.”
While you were out
Caller: “How much to put in an EV charger?”
Penny: “We price charger installs by quote, so I can’t give you a figure on the phone. Want me to set up a visit?”
While you were out
Caller: “Can someone look at my roof Friday? I’m out in Elgin.”
Penny: “That’s outside our usual area, so I can’t book it myself. I’ll pass it to the office as a request, and they’ll confirm with you.”
While you were out
Caller: “Can you cancel my 10 o’clock tomorrow? Something came up.”
Penny: “To find your appointment, I need the full name it’s under. If it’s under a different number than the one you’re calling from, tell me that number too.”
Call her and try these.
“Can I talk to a real person?”
She offers to take your name and number for our team, then reads the number back to check it.
Switch to Spanish halfway through.
Her next answer is in Spanish, and she goes back to English when you do.
Ask something we never told her.
She won’t make up a price or a time to sound helpful.
Callers ask for a visit, an estimate, a first consultation or an answer about the work you do. Penny gets the details your team needs, and you choose whether she books. When a caller reports an emergency, the safety words come first.
HVAC
“Roughly how old is the system?”
Penny takes the address and offers a tune-up from the openings on your calendar.
Contractors
“Do you already have plans or permits?”
Penny passes the project to your office as a request, with the job address and what the caller wants done.
Accounting
“Is this about taxes, bookkeeping or payroll?”
Penny books a first consultation, and the email you get says which kind of work they need.
HVAC
“Leave the building now, without using light switches or a phone inside. Once you’re outside, call 911 or the gas company’s emergency line.”
Penny marks the call urgent and emails you while the call is still going on.
Example calls. Each quote is what Penny comes set up to say in that line of work. Read the emergency rules.
Look over the hours and services she finds on your site and fix anything that’s off. You hear what your customers will hear before you send her any calls.
Forwarding codes for your carrierDone: Tell Penny about your business
Enter your website and she suggests your hours and services.
Done: Pick a local number for Penny
She gets a number of her own.
Done: Call her number to test it
Hear her answer as your business before you forward anything.
To do: Forward your number to hers
Dial your carrier’s code from your business phone.
Penny books into the Google Calendar or Outlook calendar you connect, once you turn booking on. On Pro, what she takes down on a call or chat can also go to Jobber as a request, or to Housecall Pro as a lead if you’re on Housecall Pro’s Max plan, for your office to schedule. HubSpot, Salesforce and Slack connect through Zapier.
Find your softwareEvery phone plan asks the questions your line of work needs and books into your calendar. Bigger plans add minutes, on-call schedules, more numbers and locations, Jobber or Housecall Pro, and reports.
Billed annually, ~17% less than month to month.
100 phone minutes a month · $348 billed annually
375 phone minutes a month · $1,188 billed annually
1,050 phone minutes a month · $2,988 billed annually
14 days of Pro, including 100 phone minutes and 300 website conversations. No credit card.
Chat on your website. 100 conversations a month.
Phone answering, live booking, and call transfers begin on Starter.
Try Penny freeFrom $3,000 a year, with custom volume and a named account team.
Billed annually on a custom contract.
Talk to usNo setup fee. Keep your number and cancel from billing. Enterprise uses a custom annual contract.
Send setup or plan questions to support@pennyassistant.com.
The questions she asks and the house rules she follows are yours to read and change. She won’t book a visit until she has the details your settings require. Before you decide, call the demo line and try to trip her up. Then, on your free trial, call your own Penny and ask what your callers ask. That Penny starts with your trade’s questions and your house rules.
Your 14-day trial includes 100 phone minutes and 300 website conversations. No credit card.