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Calls & bookings · Trades & Contractors

For leads that go cold between the site and the office.

Enquiries arrive while you are on the tools. These workflows are built to respond promptly, capture the job properly, and keep your team informed.

The problem

Where the work leaks.

The gap between an enquiry and a reply is where most trade work is lost, and it is widest exactly when you are busiest. Scheduling and quote-chasing then compete with the actual job for the same evening.

On the phone

What a contractor's line hears while the crew is on site.

Most calls are about new work, a quote already out, or a job in progress, and each needs different details before the callback.

01

A new job or estimate

It asks
The address, what the work is (a deck, a basement finish, a roof repair, a panel upgrade), the rough size, and whether the caller owns the property or manages it for someone else.
02

A question about a quote

It asks
The name the quote went out under and what they want to change or ask, so whoever calls back has the right quote open.
03

A customer with a job underway

It asks
Which job and address, what has happened, and whether it stops the work or can wait for the site lead at the end of the day.

Flagged urgent

Rain getting in through an opened roof or wall, a site left unsafe, a power problem after electrical work, or a customer whose crew has not turned up. These go to the person you name as urgent; estimates and quote questions wait for the office.

Booking tools

Job software such as Jobber is not connected directly yet, so the request is captured in writing and the customer gets your own booking or request link. Estimate visits can go straight into Google Calendar, the one calendar it books into directly.

What we set up

Three that fit this work.

Each one is described by what sets it off and what then happens — so you can check it rather than take it on trust.

01

Lead response

Starts when
A call or enquiry arrives while the crew is working.
What happens
The details, the scope in the customer's words and the location are captured and passed on, so a callback starts from information rather than from scratch.
02

Quote chasing

Starts when
A quote has been outstanding for longer than you allow.
What happens
A follow-up goes out on a set schedule and stops on any reply, so chasing happens consistently rather than depending on who remembered.
03

Scheduling and dispatch

Starts when
A job is agreed and needs a slot.
What happens
It lands in the calendar your team already works from, with confirmations and reminders sent ahead of the visit.

Works with: AI receptionist · missed-call text-back

What a missed call costs a trades business How to follow up on a quote without being pushy

Example scenario

Three enquiries during one kitchen fit

All three are captured with scope and address, two are booked for estimates that week, and the third — clearly outside what you take on — is flagged so a person can decline it politely rather than ignoring it.

A worked example of how a run takes shape.

Getting it running

You approve it before it speaks to anyone.

How we work
01

Map

A session on how enquiries reach you now, which ones are missed, and what should happen instead.

02

Script

The greeting, the questions asked and the routing rules, written down for you to change before anything is built.

03

Build

Wired to your number, calendar and records, then tested end to end on a line that is not yours.

04

Launch

Live with a rollback path. We watch the first days of real enquiries and adjust against what people actually say.

Pricing

Month to month, published in the open.

Plans start at $299 a month plus $299 setup, including 200 voice minutes. Cancel any month.

Questions

Trades & Contractors: common questions

Yes, that is what it is for. It answers the calls the crew cannot take, asks for the address, the work and the timing, and sends the details to you in writing with the call written out, so the callback starts from information instead of a voicemail.

Yes. A short set of messages goes out on the timetable you set, in your own words, and stops the moment the customer replies. Quote follow-up comes with the Scale plan.

Not directly yet. The assistant takes the request and sends the customer your own booking link, and the details reach you in writing to enter in Jobber. Google Calendar is the calendar it connects to directly.

Where we work

Where we work for Trades & Contractors teams.

Carrtel supports Trades & Contractors teams in Calgary, Airdrie, Cochrane, and Okotoks. Service delivery is remote: planning, setup, and ongoing support happen online or by phone, without requiring a local office visit.

Start with whatever costs you most.

A short call to map where enquiries are being lost, and what it would take to close the largest one.