AI Receptionist and Follow-Up for Restoration Companies

Route urgency without pretending to assess damage

Capture the caller’s description, property address, callback number, and requested service. An AI receptionist should not decide whether a building is safe, identify a contaminant, promise a crew arrival, or guarantee insurance coverage. Use the company’s approved escalation instructions for immediate concerns.

• Distinguish new damage reports from questions about an active job.
• Use a tested human handoff for requests the business marks urgent.
• Avoid diagnosing the cause or extent of damage over an automated call.
• Create a visible callback task if the designated contact is unavailable.

Preserve the inspection-to-estimate handoff

After an assessment, an estimate can stall because the customer is waiting on scope clarification, scheduling, access, or another party. Keep those facts with the job record. Follow-up should ask which next step is outstanding and route it to the responsible team member. Do not describe an estimate or insurer discussion as approved work.

Keep reporting tied to meaningful stages

Track new requests, successful human handoffs, qualified inspections, estimate questions, and appointments held. Count an emergency escalation separately from an ordinary sales appointment. Clear reporting helps the business see operational bottlenecks without presenting every inbound contact as revenue.

Recovery starts with eligible records

For a Revenue Recovery Campaign, first-party records must connect to a real prior inquiry or customer relationship. PublicProof requires at least 500 usable records and a separate campaign-fit review. Define the appointment standard, service area, exclusions, and who will attend before outreach starts. The campaign runs for 90 days; performance fees apply to qualified appointments that actually occur. Shared Start activation and rate-lock fees are separate. Appointment volume, sales, and revenue are not guaranteed.

Keep the business in control

Your team approves service information, owns pricing and technical decisions, and handles the sale. Start with a limited workflow, test realistic calls, and review unresolved requests. Track conversations, qualified inquiries, appointments held, and the reason each opportunity did or did not move forward. Use those findings to improve the process before adding more automation.

Questions before you start

Continue with the right workflow

• AI Receptionist for Service Businesses
• Estimate Follow-Up Automation for Contractors
• Lead Reactivation for Service Businesses

Campaign eligibility and commercial terms are explained on the Revenue Recovery page. Your scope and responsibilities are agreed before launch.