susan.ai

How it works

From first ring to 5-star review

Here is the exact path every call takes. Scroll through it step by step — the phone shows what the customer sees at each stage.

Start freeSee the features

The whole job, start to finish

Nine steps. Two taps from you.

Everything below runs itself once a call comes in. You only speak the price and tap when the job is done.

01Call02Text03Photos04Quote05Signed06Booked07Done08Paid09Review

Homeowner

  • Taps the link from the text — no app, no account, no password
  • Drops in photos or video of the problem
  • Reads the itemised quote, signs with a fingertip, picks a 2-hour window
  • Pays from the same chat, then leaves the review

Susan

  • Answers in two rings, nights and weekends included
  • Asks for name, the fault and whether it's an emergency
  • Opens a private job chat and sends the link the second the call ends
  • Turns your spoken price into a quote and does every total on the server
  • Chases the signature, the booking, the invoice and the review

You

  • Say the price out loud: “quote Sarah $200 labour and $85 for a new disposal”
  • Tap Mark job complete when the work is done
  • Nothing else — the invoice, payment link and review request follow themselves
Step 01 / 09

Call answered 24/7

Susan answers every call in two rings — nights, weekends, holidays, even while you're under a sink.

  • Greets callers as your business and takes the name and the exact problem
  • Asks smart follow-ups: water on? sparks? gas smell? — nothing important is missed
  • Flags true emergencies instantly so you decide who to help first
9:41
AI receptionist answering
Sarah Connor
(555) 201-7788
“Hi, thanks for calling Test Plumbing. What's going on?”
“Water's leaking under my kitchen sink!”
⚠ Urgent · kitchen leak
Step 02 / 09

Link texted instantly

The caller gets a text seconds after hanging up with their own private job chat.

  • One tap opens the chat — no app to download, no account, no password
  • Everything about the job lives in one thread: messages, photos, quotes, payment
  • Every job gets a number, so “job 402” is always findable later
9:41
Messages · Test Plumbing
Job #402 · Test Plumbing Co
“I'm texting you a link now so you can send photos of the issue.”
Hi Sarah! Tap here to open your job chat:
susan.ai/chat/402
Delivered · just now
Step 03 / 09

Photos & video in

The homeowner snaps photos or records video of the issue straight into the thread.

  • Drag-and-drop or camera roll — images and short videos, no size gymnastics
  • You see the actual problem before you quote or roll a truck
  • Fewer wasted trips, sharper quotes, and a record for warranty disputes
9:41
Sarah · Kitchen leak
Job #402 · Test Plumbing Co
Hi Sarah! Please add photos or a short video of the problem.
Leaking kitchen sink disposal
Customer photo of the plumbing issue
Customer photo of the plumbing issue
Here's the leak 👆
3 files uploaded
Step 04 / 09

Quote by voice

Just talk: “Quote $200 labor and $85 for a new disposal.” Susan turns it into a clean quote.

  • Speak or type the price — line items, quantities and totals build themselves
  • All the math is computed exactly on the server, never guessed by AI
  • The itemized quote card lands in the customer's chat in seconds
9:41
Sarah · Kitchen leak
Job #402 · Test Plumbing Co
“Quote $350 new garbage disposal”
Quote #118
Labor$200.00
Garbage disposal$150.00
Total$350.00
Accept & sign
Step 05 / 09

Signed on the phone

The customer signs with a fingertip, right inside the chat. Legally binding.

  • ESIGN-compliant signature with timestamp, IP and device captured automatically
  • Clear consent checkbox explains exactly what they're agreeing to
  • No paper, no PDFs, no “I'll sign it tonight and text you”
9:41
Sarah · Kitchen leak
Job #402 · Test Plumbing Co
Quote #118SIGNED
Labor$200.00
Garbage disposal$150.00
Total$350.00
Sarah Connor
Step 06 / 09

Books a 2-hour window

Open 2-hour slots appear in the thread right after signing. One tap books it.

  • Real availability from your working hours — not a calendar you babysit
  • Two-hour windows your customers can actually plan their day around
  • Double-booking is impossible: every slot is checked against your live schedule
9:41
Sarah · Kitchen leak
Job #402 · Test Plumbing Co
Pick a time
Tomorrow 8:00 – 10:00 AM
Tomorrow 10:00 AM – 12:00 PM
Tomorrow 2:00 – 4:00 PM
✅ Booked for tomorrow 10:00 AM – 12:00 PM.
Step 07 / 09

Job marked done

One tap turns the signed quote into an invoice and posts it in the chat.

  • The quote you already priced becomes the invoice — nothing to retype
  • Status updates post in the thread so the customer always knows where things stand
  • Your pipeline board moves the job from Scheduled to Completed automatically
9:41
Sarah · Kitchen leak
Job #402 · Test Plumbing Co
Job complete — disposal installed and tested. 🛠
Invoice #119
Amount due$350.00
Pay · Card
Step 08 / 09

Paid on the spot

Apple Pay or card, straight from the chat thread. Money goes to you, directly.

  • Customer taps Pay and is done in seconds — no checks, no “I'll pay later”
  • Payments settle straight to your own account; you own the customer relationship
  • Revenue and pending figures on your dashboard update the moment it clears
9:41
Sarah · Kitchen leak
Job #402 · Test Plumbing Co
Invoice #119PAID
Amount due$350.00
✓ Paid with Apple Pay
Payment received — thank you, Sarah!
Step 09 / 09

5-star review asked

A friendly review request goes out after payment, while the job is still fresh.

  • Timed right — asked once the customer is happiest, right after you finish
  • Deep-links straight to your Google review page, one tap from thanks to stars
  • Every finished job quietly builds the rating that wins the next job
9:41
Messages · Test Plumbing
Job #402 · Test Plumbing Co
Thanks for choosing Test Plumbing! Mind leaving us a quick review?
Leave a Google review
Done! Super fast service ⭐️

Stop chasing. Start finishing.

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