CRM & Dispatch Integrations
Call, text, and booking details from the Voice Agent sync into the CRM or dispatch system your office and field team already use.
- A good fit when
- Calls, messages, and schedule updates live in separate places.
- Pricing
- Scoped and quoted with your Voice plan
The Voice Agent produces useful records: who called, what they need, where they are, and when they want service. This add-on moves those records into the system your team runs on, so nobody re-types them.
What it does
- Syncs lead and booking details. Records land in your CRM or dispatch tool automatically.
- Cleans up the handoff. Office notes travel to field teams without a second entry.
- Cuts duplicate work. Information is entered once.
- Keeps records accurate. Safeguards prevent partial or mismatched updates.
How it fits with the Voice Agent
Without an integration, Voice Agent summaries arrive by email or text. With one, they arrive as customer records and jobs in your existing workflow.
A good fit when
- Your office and field team spend time asking each other for status.
- Intake details get lost between the phone and dispatch.
- You already pay for a CRM or dispatch platform and want calls to feed it.
Works alongside
- ServiceTitan
- Jobber
- Housecall Pro
- HubSpot
- GoHighLevel
- Twilio
Platforms named for reference. Compatibility is confirmed at kickoff.
Next step
Add it to the Voice Agent.
Start with the Voice Agent at $400/month, then scope this add-on at kickoff or whenever you are ready. Already on Voice? Ask and we will quote it.