Works with the tools you already use
Every call your agent answers becomes a lead. From there it lands in your CRM, your calendar, or wherever your office already keeps its work, with the address the van needs to drive to. We connect it for you.
Your CRM
No retyping from a voicemail or a sticky note. The caller’s details arrive where your office already works.
Jobber
Through ZapierEvery new caller becomes a Jobber client, with their phone, email and service address, and a request is opened for them. Your office picks it up from there.
Needs Jobber's Connect, Grow or Plus plan.
Housecall Pro
Through ZapierEvery new caller becomes a Housecall Pro customer with their contact details and service address already filled in. Your office books the job.
Your own system
DirectIf your CRM can receive a webhook, or somebody built it for you, every lead, booking and reply is sent straight to it within about a minute, signed so your system can prove it came from us.
Everything else on Zapier
Through ZapierGoogle Sheets, email, Slack, or any of the thousands of apps Zapier connects to. If you want a lead to land somewhere, it probably can.
Your calendar
Appointments the agent books appear in Google Calendar, Apple Calendar or Outlook through a private feed only you hold. It works the other way too: link your own calendar and the agent reads its busy times, so it never offers a slot you have already filled.
What gets sent
- The caller
- Name, phone number, email, and the address of the work
- The job
- What they need, in their own words, which of your services it is, and how urgent
- The appointment
- Date, time and how long it runs, when one is booked
- The call
- When it happened and how it ended
- The conversation
- The written transcript, only if you switch it on. It is off by default.
And when
You choose which of these each connection hears about:
- A new lead comes in
- An appointment is booked
- An appointment is moved or cancelled
- A customer texts back
- A call finishes
- A lead is marked won, lost or contacted
Your customers’ details stay yours
- Leads only go where you connect them, and you can switch any connection off at any time.
- Every delivery is sent over an encrypted connection and signed, so it cannot be faked.
- Call transcripts are never sent unless you turn that on for a connection.
Questions we get asked
- Do I have to set any of this up myself?
- No. We connect it for you as part of setup, and test it with you before you rely on it.
- Do I need a Zapier account?
- For Jobber and Housecall Pro, yes. They connect through Zapier, and the part that receives our leads is on Zapier's paid plans. If your system takes a webhook directly, you do not need Zapier at all.
- Do you work with ServiceTitan?
- Not yet. ServiceTitan only accepts bookings from its approved partners. Your leads still reach you on your CallerOps dashboard, and by text if you switch alerts on.
- Does it work both ways?
- Not yet. Leads flow into your CRM automatically, but marking a job won in your CRM does not update CallerOps. Most offices simply work from their CRM once the lead has landed.
- Will appointments show up in my calendar?
- Yes. Google Calendar, Apple Calendar and Outlook can all subscribe to your private booking feed. Link your own calendar and the agent reads your busy times from it, so it never books over them. Calendar apps refresh subscribed feeds on their own schedule, so a brand-new booking can take a little while to appear there. It is on your dashboard straight away.
- What if the system I use is not listed?
- Ask us. If it can receive a webhook, or Zapier connects to it, we can almost certainly send your leads there.
Tell us what you use
Name your CRM and we will tell you exactly how your leads would land in it, before you sign up for anything.