THE DESKPERSON STORY

The handoff is where trust is earned.

A caller may need help while your team is on a job, on another line, or done for the day. The office needs more than a pleasant hello: it needs the request, what remains uncertain, and who acts next.

Illustrative office team reviewing a requestILLUSTRATIVE SERVICE OFFICE SCENE
WHY I BUILT DESKPERSON

Experience on both sides of the handoff.

I’ve led the field and office side of a plumbing business, built my own cleaning service, and worked with after-hours AI intake. That work has made me pay attention to what follows the conversation: the details in the record, the person responsible, and the next action.

DeskPerson brings those lessons into a focused service for home service businesses. We begin with how your business works, agree on what the receptionist can say, and inspect what your office receives.

01 · LISTEN FIRST

Start with the calls your office misses.

We map frequent requests, the existing phone route, office hours, and the person responsible for follow-up. Plumbing is the initial implementation focus; HVAC and electrical businesses can discuss their workflows and onboarding availability.

02 · AGREE ON THE BOUNDARIES

Approve a Playbook that sounds like your business.

Your services, area, greeting, questions, approved answers, and requests that need a person belong in one reviewed set of rules. Unfamiliar questions do not authorize invented prices, diagnoses, or arrival times.

03 · INSPECT THE RECORD

Test before a live route is activated.

Review the conversation, transcript, summary, and request record. Include corrections, incomplete intake, and failed actions. A successful demonstration proves that specific test; it does not certify every customer setup.

04 · KEEP THE NUMBERS HONEST

Decide using verified outcomes.

During a seven-day live pilot, keep real inquiries, confirmed appointments, failures, and synthetic tests separate. We publish customer outcomes only when the customer verifies the result and approves the exact material. A captured request is not a booking or completed job.

READY TO TALK THROUGH YOUR CALLS?

Show us where the handoff breaks.

Bring a few examples of the calls your team misses. DeskPerson can map the questions, next action, and setup checks with you.

Discuss your calls ↗