When you can’t pick up, Sophie answers.
On a job, up a ladder, driving? Sophie answers in your business name, takes the details and texts you the job. Urgent calls reach you straight away. The rest wait in your 6pm summary, ready to ring back.
No heating and no hot water since this morning.
23 Bridge Street, Writtle, CM1 3EY
Best time: today, in all day. Side gate’s open, the dog’s friendly.
An example of the text you get.
How it works
Three steps. You keep your number.
Divert your calls to Sophie. You keep your number and can switch back any time.
She answers in your business name. Name, number, address, the job, and when to ring back.
You get the job by text. Urgent ones straight away. The rest in your 6pm summary.
A day with Sophie
An example day for a heating engineer. No new habits: you just ring people back.
- 08:10
First call of the day
You’re under a sink. Sophie answers in your business name, takes the details and makes a job card. You don’t stop.
- 10:45
An urgent one
Water coming through a ceiling. Sophie flags it urgent, and it’s on your phone by text and app alert straight away.
- 12:30
A quote request
Someone wants a price for a new boiler. Sophie takes what they need and when to ring. She doesn’t quote. That’s your call.
- 14:00
Three calls while you drive
All three answered. Each gets its own job card, with a note of what was said.
- 18:00
Your 6pm summary
Every call from today in one summary: who rang, what they want and when they’d like a call back.
- 18:15
Ring-backs
Work down the list. Open a card, ring back, done. Won the job? Mark it, and it’s closed off for you.
- 21:30
After hours
Sophie still answers. Anything urgent still reaches you, at any hour.
On Mid and Top, Sophie also takes booking requests for you to approve, sends confirmations and reminders, and chases quotes and reviews.
Your calls, sorted for you
No new software to learn. One app, set up by us.
One app
Calls, job cards, texts and alerts. All in one app on your phone.
A card for every call
Name, number, address, the job and when to ring back. Plus the recording and a written summary.
Urgent first
Urgent calls and complaints reach you straight away, at any hour. Nothing else interrupts your day.
Your 6pm list
The day’s calls in one summary, ready to ring back.
Closed off for you
Mark a job won or lost and it’s tidied away. No spreadsheets, no notebooks.
Set up for you
We build it, divert your number and test it with you. No usage bills to top up.
What are missed calls costing you?
Your numbers. 30 seconds. No email needed.
OPTimise the EVOlution of your business.
Plans and prices
Three plans. From £197 a month plus VAT.
Base
Sophie answers. You get the job.
- Sophie answers your calls in your business name, and tells callers she’s an AI and that calls are recorded. She takes what the job is, the caller’s name, address and postcode, and when to ring them back.
- A job card for every call in your app, with a note of what was said.
- Urgent calls and complaints come straight to your phone, at any hour, by text and app alert.
- A summary of the day’s calls at 6pm, every day.
- Missed-call text: if a call doesn’t reach Sophie, the caller gets a text saying you’ll ring them back.
- Won and lost jobs are closed off for you when you mark them, and you’re alerted if a text doesn’t go through or a call didn’t make a job card.
Mid
Plus bookings, quotes and reviews.
Everything in Base, plus
- Booking requests: the customer gets a text saying it’s received, you get an alert, and a reminder if it’s still unconfirmed a day later.
- You approve every slot, so travel between jobs works. The customer gets a confirmation, then reminders 24 hours and 1 hour before.
- No-shows get a text with a link to rebook, and cancellations alert you so you can fill the gap.
- A text assistant answers customer texts and hands anything it can’t deal with, complaints included, to you.
- Quotes tracked: an alert and a task when someone wants a price, a reminder if it hasn’t gone out after 2 days, and a follow-up text 3 days after it has.
- Google reviews: a note for good ones, an alert and a task for bad ones. Your Google Business Profile set up and managed with you: you stay the owner, we’re added as a manager.
Top
Plus review requests and enquiry chasing.
Everything in Mid, plus
- Google review requests, texted 2 hours after you mark a job won.
- Quiet enquiries chased: an enquiry left untouched for 7 days gets three friendly check-in texts, a week apart. If there’s still no reply, the job moves to Ghosted.
All prices exclude VAT.
Every plan includes
- 450 minutes with Sophie a month. We count each started minute of each call, added up over your billing month. Above 450, it’s 25p a minute on your next invoice. No separate usage bills: we pay for the phone line, texts and AI.
- You keep your number. You divert your calls to Sophie and can switch back whenever you like. We set it up and test it with you.
- Set-up: we aim to have Sophie live about 5 working days after you send back the intake form. Approval of her number sets the pace, so the date isn’t guaranteed.
- Support: Monday to Friday, 9am to 5pm, with a reply within one working day.
What Sophie doesn’t do
She doesn’t confirm bookings herself (on Mid and Top she passes booking requests to you to approve), quote prices, answer technical questions or give advice. She speaks English only.
Terms
- Onboarding: £197 one-off, waived on the 3-month minimum term.
- Minimum term: three paid monthly fees. After that, month to month with one month’s notice.
- Payment: by Direct Debit, first taken when Sophie goes live.
Founding clients: the first five firms to sign
Your price is fixed for 12 months, and you can cancel free within 30 days of Sophie going live. We refund your first month’s fee and any onboarding fee.
Who we are
OPTimise the EVOlution of your business.
We’re James and Will, two chartered accountants from Chelmsford. We know the numbers behind a small business, and we’re putting that to work for trades. Sophie makes sure the calls you can’t take still reach you.
Meet the teamTalk to us
Leave your details and we’ll ring you back. Or ring us now.
- No hard sell. A straight chat about your calls and whether Sophie fits.
- Talk to us, not a call centre. You deal with James and Will.