Trades and field teams

AI Secretary for Trades Businesses

Trades businesses often receive their next job while someone is driving, on a ladder, with a customer, or using both hands on-site. Greetivo helps answer incoming calls and capture the job details needed for a useful callback.

Answer Give callers a professional response when tradespeople cannot safely or practically pick up.
Capture Collect the job type, location, urgency, quote request, and callback details.
Follow up Let the owner or office team return calls with a clear idea of what the customer needs.
Call capture

Give your team useful context before they call back.

For Trades Businesses, a useful handover starts with the facts your team actually needs before returning the call. Greetivo can be configured around those details instead of leaving you with a vague voicemail or unexplained number.

Details you can capture

  • Customer name and number
  • Type of job or service needed
  • Job address or area
  • Caller-stated urgency
  • Quote or visit request
  • Useful access or timing notes
  • Preferred appointment or callback time
  • Any business-specific details you configure

Common call scenarios

  • New job enquiries while the team is working on-site
  • Quote requests while the owner is driving or with a customer
  • Urgent-sounding service calls that need prioritised human review
  • Existing customer calls when nobody is available at the office
Business value

Keep the first response professional even when the team is busy.

For Trades Businesses, the aim is not simply to answer the phone. It is to give the caller a clear first response and give your team enough context to decide the right next action.

What this helps improve

  • Fewer new job enquiries are reduced to unexplained missed calls
  • Quote opportunities arrive with useful context attached
  • Customers receive a more professional first response
  • Tradespeople can focus on the job and return calls at a safer time

A typical handoff

  • Greetivo can capture customer name and number.
  • It can also record type of job or service needed.
  • A typical call might involve new job enquiries while the team is working on-site.
  • For Trades Businesses, the captured context goes to your team, which decides what happens next.
Best suited for

Useful across different working styles in this sector.

Mobile trades Useful for plumbers, electricians, locksmiths, engineers, and similar teams who work away from a desk.
Builders and contractors Capture project and quote enquiries while the team is on-site.
Owner-led businesses Keep enquiries organised when the person doing the work is also the person answering the phone.
Ready to set up

Give callers a better first response without adding another full-time desk role.

Choose monthly billing or Pay As You Go, configure how your business should handle calls, and use call diversion to route calls to Greetivo.