AI receptionist
Answers calls, recognizes returning customers, loads equipment and history, captures new leads, and leaves a transcript and summary.
AI inside the workIt knows the job
It knows the job
before it writes.
Setpoint’s AI works from the customer, equipment, pricing, parts, and history already in the shop record. That context is what makes an answer, quote, or recommendation useful.
$349 per month · Every current AI workflow included
Context loadedBefore hello
CustomerMike Rivera · customer since 2023MATCHED
EquipmentTrane XR14 · installed 201662 / 100
Last visitCapacitor replaced · March 12FOUND
Open issueCoil cleaning declined · $340FLAGGED
One inbound call
Not a generic bot. A useful front desk.
The receptionist starts with the caller’s history, then gives the owner the transcript, summary, and conversion path after the call.
Incoming call · 9:42 AMAI answered
My upstairs AC is blowing warm again. Can someone come this week?
Hi Mike. I see the upstairs Trane unit had a capacitor replaced in March. Is that the same system acting up?
Yes, same one.
Got it. I’ll capture that for the team and have someone confirm an available time.
Every handled call remains available for review and can move into the customer workflow without retyping the conversation.
Six jobs for the AI
Use it where work usually stalls.
The AI is not a separate destination. It appears inside the handoffs where a small shop loses calls, time, context, or momentum.
Quote generator
Turns field notes into itemized work using the shop’s parts, labor, margin, pricing mode, and writing style.
Good / Better / Best
Builds three editable proposal tiers with a recommended option, customer approval, eSignature, deposits, and signed PDFs.
Job prep
Reads the job, property, equipment, prior notes, checklist, and inventory into a brief and pick list before the truck rolls.
Voice notes and photo analysis
Transcribes HVAC field notes and extracts useful equipment details from photos without making the technician type the record twice.
Follow-up and owner actions
Drafts outreach and ranks quotes, declined work, maintenance, aging equipment, warranty, and schedule opportunities by what needs attention.
Questions about your shop
Answers plain questions from the numbers Setpoint already computes — quoting figures rather than working them out, and saying plainly when something falls outside what it tracks.
The owner layer
It should find money, not produce more reading.
Setpoint turns shop history into a short list of decisions. The owner can inspect the evidence, act, or ignore the recommendation.
See real dollars tied to calls, quotes, deposits, payments, and follow-up that moved because of Setpoint.
Use actual labor time and parts cost to find flat-rate work that needs repricing.
Forecast the next 13 weeks, see open truck capacity, and test whether the shop can afford another technician.
Turn age, refrigerant, condition, telemetry, warranty, and declined work into a replacement and service pipeline.
One job, end to end
Context should survive every handoff.
The value is not one impressive output. It is the same shop record making the next step faster and more informed.
The call arrives while the owner is busy
Setpoint recognizes the customer, answers, records the issue, and leaves a real next step instead of a voicemail.
The technician starts with context
The prep brief shows the equipment, prior work, parts, checklist, property, and anything the customer declined last time.
The field record becomes the decision
Voice notes and photos become a priced quote or editable proposal. The customer can approve, sign, and pay a deposit from a link.
Completion becomes cash and retention
The invoice goes out, payment follow-up follows the shop’s policy, and the next review, maintenance, warranty, or replacement action stays visible.
Use your own volume
Estimate the first two recoveries.
This calculator estimates time returned by calls, quotes, and field notes, plus potential revenue from answered calls and faster quote turnaround. It is a planning model, not a promise.
Time returned6.5 hrs/wk
Potential recovered revenue~$8,833/mo
Calls no longer chasing voicemail2.5 hrs/wk
Quotes sent faster than today1.3 hrs/wk
Field notes dictated instead of typed2.7 hrs/wk
Assumes 20% of calls currently go unanswered, 40% of recovered calls book at a $350 average ticket, and faster quotes lift close rate by 1.5 points per day saved, capped at 10 points on an $800 average quote. Actual results vary by shop.
Test it for 14 days →Test the context
Give it work from your shop, not a canned demo.
Start with a real call, field note, or quote. Keep the result only if it saves time or moves revenue.
14 days free · No credit card · 90-day payback guarantee