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( /local-automation )

For service businesses

  • 01Answers every call
  • 02Texts back in seconds
  • 03Reminds, follows up, logs it

An AI phone receptionist, and the automated business workflows behind it.

Carrtel builds and runs the front office for service businesses: the phone gets answered, missed callers get texted back, appointments get reminders, and the follow-up that everybody means to do happens on its own. Built for you, approved by you before it goes live.

  • Answers 24/7 — after-hours, weekends, two calls at once
  • Booking requests captured, calendar wired, reminders sent
  • Handoff to a person the moment a call should not be automated
  • Every conversation logged where you can read it
The short answer

What does automating a service business actually mean?

It means the jobs that depend on somebody being free stop depending on it. An AI phone receptionist answers the calls you cannot get to, missed-call text-back catches the ones that still ring out, and appointment reminders, review invitations and quote follow-ups run on a schedule instead of on memory. Carrtel builds each workflow for your business, you approve the wording, and it runs from then on.

Last updated: August 2026

Workflow modules

Five modules. Each one is a trigger, a mechanism and an outcome.

Every module below is written as what fires it, what runs, and what that is for — so you can tell before you buy whether it matches the way your day actually goes wrong.

Never Miss a Call Engine

01
  1. Trigger

    An inbound call rings out or hits a busy signal.

  2. Mechanism

    A webhook fires a conversational AI text within 15 seconds, containing a direct booking link.

  3. Outcome

    Captures hot leads before they bounce to a competitor.

The No-Show Shield

02
  1. Trigger

    The calendar API detects an upcoming appointment at the 24-hour and 1-hour marks.

  2. Mechanism

    A personalised text sequence goes out — reply “C” to confirm, or tap a link to reschedule.

  3. Outcome

    Keeps calendars packed and removes manual confirmation calls.

The Quote Chaser

03
  1. Trigger

    A CRM deal moves to “Proposal Sent” and no signed contract lands within 48 hours.

  2. Mechanism

    A polite, multi-stage follow-up sequence runs over email and SMS.

  3. Outcome

    Revives silent estimates and lifts close rates without admin friction.

The Get Paid Protocol

04
  1. Trigger

    The accounting platform flags an invoice at 7, 14 or 30 days past due.

  2. Mechanism

    Consistent, conversational automated payment reminders go out on that schedule.

  3. Outcome

    Stabilises cash flow and keeps staff out of awkward collection calls.

The Review Booster

05
  1. Trigger

    Field service software marks a job complete, or the POS captures payment.

  2. Mechanism

    A timed text requests a Google review; a low-star response also fires a private internal alert so the problem can be put right immediately.

  3. Outcome

    Compounding visibility in the local Google Map Pack.

Every customer gets the same invitation and the same link. The alert routes the problem to you faster — it never filters, delays or withholds a review from Google.

Stacking

One module is a start. Two is a system.

Most clients don’t pick one. Chain any two workflows into a single, hands-off flow — the Never Miss a Call Engine texts the caller back and hands them a booking link, then the No-Show Shield holds that slot with a 24-hour and 1-hour reminder. The entry plan starts with the phone covered; the tiers above it add booking, reminders, lead replies and review requests.

What runs

Three things carry most of the load.

Each one has its own page with the detail — what it does, what it costs, and where it stops.

01

AI phone receptionist

A real-time voice agent answers the phone, handles the questions your front desk answers all day, captures booking requests, and transfers to a person when it should. Day, night, and after hours. Keep your existing number or take a new one.

How the receptionist works
02

Missed-call text-back

When a call goes unanswered anyway, a text goes out within seconds from your business number, with your booking link. The caller keeps talking to you instead of dialling the next company on the list.

How text-back works
03

Appointment reminders and follow-up

Online booking with automated text and email reminders 24 hours and 1 hour before, review invitations after the job, and polite persistence on quotes and invoices that would otherwise die in silence.

See every workflow
Your tools( 02 )

What we connect to, and how far each connection actually goes today

Automation is only useful if it writes into the system your team already lives in. Rather than a row of names implying we plug into all of them, here is the honest state of each one.

Live integration

Built and running in our own codebase today — OAuth, API and webhooks.

  • Jobber

API path documented

A public API we have read and mapped a connector path for. Not built yet — it would be written for your project.

  • ServiceTitan
  • Housecall Pro

Running something else? Most dispatch, booking and CRM tools expose an API. Bring yours to the Blueprint call and we will read its documentation before anyone quotes you a connection.

How it starts

From a call to a front office that runs itself.

( 03 steps )

  1. 01

    A Blueprint call

    Thirty minutes on where calls, quotes and bookings leak out of your business today, and which workflows would actually plug them. You leave with the map whether or not you buy anything.

  2. 02

    We build it, you approve it

    Setup is done-for-you: we write the greeting and the answers from your business knowledge, wire your calendar, and you sign off on the exact wording before a single customer hears or reads it.

  3. 03

    It runs, and you can see it running

    Every answered call, rescued conversation and booking request is logged in your portal, so the work the automations did is a list you can read rather than a claim we make.

Built for your trade

The questions are different in every shop

What a caller asks a dental clinic is not what they ask an HVAC company at midnight in February. We write the answers per trade, and there is a page for each one we build for.

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Data handling( 04 )
Privacy & compliance

Before you hand over a client list

If you run a practice or a clinic, you carry the privacy obligation, not your vendor. So here are the four answers your own compliance check will ask for — short, and matching the policy word for word.

Who is accountable for the data?

You are. We are the processor.

Two roles, written into the policy. For your own account information we are accountable directly. For your customers’ information flowing through your automations, we act on your instructions — you remain the organization accountable to your own customers, and we route any request we receive back to you.

How does an opt-out actually work?

Enforced in code, not in a policy.

A reply of STOP (or UNSUBSCRIBE, CANCEL, END, QUIT) is processed automatically and adds the number to a suppression list. Once suppressed, outbound messages to that number are blocked across every automation, not just the one that sent it. START re-subscribes. HELP returns help.

Where does it sit, and who else touches it?

Our own server, plus a named short list.

Automations run on a dedicated server we control — workflow engine, database, and a self-hosted fallback AI model. Everyone else who touches the data is named in the Privacy Policy, and so is the fact that several of them operate in the United States. Read the list before you sign; it is short on purpose.

When is it deleted?

Within 30 days of termination.

Your customers’ data is deleted within 30 days of the contract ending, sooner on request, and we can issue a certificate of destruction at offboarding. Opt-out records are the deliberate exception — we have to keep remembering who said STOP. Access, correction and deletion requests get a response inside 30 days.

FrameworksWritten against PIPEDA, provincial private-sector privacy law and CASL
OwnershipCanadian-owned company; the governing-law clause is set out in the Service Agreement
Sale of dataWe never sell personal information, and we do not use your customers’ data for our own marketing
ReviewsNo gating — every customer gets the same honest ask, never a screen first

What we don't claim. There is no SOC 2 report behind this page and no health-information or legal-profession accreditation. What exists is the written policy, the sub-processor list and the retention schedule — and a person who will answer a question about any of it before you sign.

Start here

Find the leak before you buy anything.

Start with a free Blueprint call — a 30-minute automation audit, no obligation. We map where the calls, quotes and bookings are going, and you keep the map either way.

Free, 30 minutes

Book a free Blueprint call

A 30-minute automation audit of where your front office leaks and which workflows plug it. No obligation.

Or call (825) 425-5242 — miss us and see what happens.