Optimum Plan
The most comprehensive live receptionist solution available. A fully dedicated CSR who knows your business inside and out — handling everything from inbound calls to accounts receivable, across extended hours.
Who Is This For?
The Optimum Plan is built for larger home service operations that need a fully dedicated CSR functioning as a core part of their team. Your CSR is exclusively focused on your business — learning your workflows, your customers, and your brand.
From managing multiple warranty companies and registrations, to making on-my-way calls, handling accounts receivable, and covering extended hours — the Optimum Plan is the closest thing to having a full-time in-office receptionist without the overhead.
Optimum
Fully Dedicated CSR
- Fully Dedicated CSR For Larger Companies
- Inbound & Outbound Calls
- 7–6:30 Central Time Mon–Fri
- 100% Inbound Response Rate
- Schedule Booking Management
- Call Management Services
- AI Call Flow Management
- Live Updates in Our Client Portal
- Transparent Reporting
- Unsold Estimate Followup
- Happy Calls (up to 3 attempts)
- Email/VM After Hours Followup
- Tech Check In Services
- Service Agreement Mgmt
- Next Day Texting Reminders
- Texting Integration
- Up To 5 Warranty Company Mgmt
- Warranty Registration
- On My Way Calls
- Accounts Receivable
Everything. Included.
The Optimum Plan includes every feature we offer — plus the only package with Warranty Registration, On My Way Calls, and Accounts Receivable.
Fully Dedicated CSR
Your CSR is exclusively focused on your business — no sharing, no juggling. They become a true extension of your team.
On My Way Calls
Your CSR calls customers before technicians arrive, improving satisfaction and reducing confusion on dispatch days.
Accounts Receivable
We help chase outstanding invoices and follow up with customers on unpaid balances — recapturing revenue you've already earned.
Up to 5 Warranty Companies
Management of communications with up to 5 warranty companies — a massive time saver for high-volume operations.
Warranty Registration
We handle the registration of customer warranties so nothing falls through the cracks post-installation.
Full Operational Support
From tech check-ins to service agreement management to next-day reminders — your office runs smoothly without you in it.
Not Sure If Optimum Is Right for You?
Compare all four packages side by side to find the perfect fit for your business size and needs.
Book Your Free Consultation
Let's talk about how the Optimum Plan can transform your operations.