How It Works
Here’s how OfficeReady works.
It’s simple. We answer your calls, take the details, and send them to you. Here’s the whole process, start to finish.
The steps
From ringing phone to booked job.
Step 1
You forward your number
Keep your current business number. Just point it to OfficeReady. Setup takes a few days.
Step 2
The AI answers
Keep your current business number. Just point it to OfficeReady. Setup takes a few days.
Step 3
Keep your current business number. Just point it to OfficeReady. Setup takes a few days.
Step 4
It sorts by urgency
Keep your current business number. Just point it to OfficeReady. Setup takes a few days.
Step 5
Hard calls go to your team
If a call needs a person, it routes to your own people based on your rules — never an outside operator.
Step 6
You get the lead
The details show up in your texts and your CRM in real time.
Step 7
You get a daily recap
Each morning, we email you a clean summary of every call.
What the AI captures
Every call, written down the right way.
The AI fills in the same details on every call. Nothing gets forgotten. You get:
- Caller’s name
- Best phone number
- The problem or request
- How urgent it is
- Extra notes from the call
What happens in an emergency
Emergencies don’t wait. Neither do we.
The AI listens for urgent words. If a call is an emergency, it follows your plan. It can take the key details and alert your on-call person right away. You decide what counts as urgent and who gets the alert.
Where your leads go
Your leads land where you work.
Every call flows into the tools you already use. We text you the details. We save the lead in your CRM. And we send a daily email recap. You never have to dig for a phone message again.
Setup paths
Two ways to get started.
Done-for-You
It knows an emergency from a routine call and handles each the right way.
DIY
Set it up yourself with our step-by-step guide. Best if you like to do it yourself.