Ask Otto ⌘J
Your CSRs keep the phones
Otto takes the overflow, the after-hours calls and the follow-up, so your team works the customers in front of them instead of the callback list.
Every missed call books the next company on the list.
Otto is the AI inside Insight On Demand, built for HVAC, plumbing and roofing companies. It picks up when your CSRs can't, books the job before they call someone else, works every open estimate and renews your maintenance agreements, while you decide what goes out.
See it for
Works alongside the tools you already run
- Gmail
- Google Calendar
- QuickBooks
- Stripe
- Square
- Zoom
- Google Drive
- Xero
- PayPal
- Slack
The calls, the callbacks, the follow-up. Handled.
Phones, estimates, agreements and payments on one customer record your office and your techs share, with Otto doing the work inside it.
Every call answered, even when every line is ringing.
When a heat wave, a freeze or a hailstorm lights up the phones, Otto picks up the overflow and the after-hours calls in your company’s name, sorts the emergency from the tune-up and books the visit while the homeowner is still on the line.
- No voicemail, no answering-service message
- No-heat, no-cool and leaks go to whoever is on call
- Booked into an open slot, confirmed by text
Every lead hears back before they call the next company.
Web forms, texts and emails land in one inbox. Otto drafts the reply from your price ranges and your schedule and shows exactly why. Approve it in one tap, or let Otto send the ones you trust it with.
- Replies drafted in about 12 seconds
- "Why this" shows what Otto used
- Late-night texts wait until 8 AM
No replacement quote goes quiet again.
Every open estimate on one board, from the first visit to the signed job. Otto flags the quotes that stalled, drafts the follow-up in your words and keeps working it until it’s a yes or a clear no.
- Stalled quotes flagged for you
- Follow-ups drafted in your words
- Calls, texts and photos on one record
Signed from the driveway, tracked to the minute.
Send the proposal or the maintenance agreement straight from the customer. See when it was opened and signed, take the deposit by link, and the job moves on to scheduling by itself.
- Proposals and agreements in two clicks
- Opened, signed and deposit paid, tracked
- Unsigned proposals chased for you
Deposits in, invoices closed, nobody chasing.
Send a payment link from any job, take the deposit on a replacement in two clicks, and bill maintenance memberships monthly through your own Stripe account. The collections agent sends kind reminders until it is paid.
- Payment links and deposits on every job
- Maintenance memberships billed monthly
- Overdue invoices chased for you
A cancellation at 11:30 doesn’t leave a tech idle at 2.
Otto books into open slots, confirms by text and reminds the night before so fewer homeowners miss the visit. When a job cancels, it offers the slot to customers who wanted an earlier visit.
- A booking link per service
- Text confirmations and reminders
- Synced with Google Calendar
Your best CSR’s habits, written down.
Otto listens to your calls and team meetings and turns how your best CSRs and techs work into playbooks every new hire follows, even in the middle of the season. You approve every change.
- Drafted from real calls and meetings
- The quotes it used, side by side
- Onboarding for every seasonal hire
Run the shop from one question.
Ask how yesterday went, which estimates went quiet, or how many agreements renew this month. Otto answers from everything in your business and does the work when you say so.
- A morning brief before the trucks roll
- Approvals in one tap
- Works from your phone
Your phone rings at 6:47 PM. Otto picks up.
Your office closed at 5. Pick your trade, type your company name and hear Otto take the call as you.
Summit Heating & AirReady
Booked
Saved to the customerAfter your office closed
- Call answered
Karen’s water heater is leaking. Booked Thursday 8 AM.
- Lead texted back
Nina asked about a new system. Approved from the couch.
- Text held
Reply to Ana waits until 8 AM. Nobody gets a late text.
- No-heat call
Senior in the home, furnace out. On-call tech paged.
- Morning brief
38 calls answered after hours, 21 jobs booked, 2 waiting for you.
Want to hear Otto answer as your company? We set up a live test on your own number during the demo.
Book a live demoWhat is a missed call costing your shop?
Four in ten calls to local businesses never reach a person (Invoca, 2025). Pick your trade above, then put in your own numbers: repair tickets and the replacements behind them.
Work booked by the next company on the list
$68,815a month
About $825,774 a year: 65 jobs a month, about 4 of them system replacements, booked by whoever answered first.
Benchmarks: Invoca 2025 (61% of calls reach a person), CallRail 2025 caller survey. Starting values are typical for each trade, not your numbers. Your results depend on your market.
And who covers it today
What usually happens at a busy shop to the call after hours and to the quote nobody chased.
The call at 6:47 PM
- Voicemailafter the office closesNext company
- Answering servicebilled by the minuteA message
- Another CSRwage, benefits, sick daysHome at 5
Insight On Demand with OttoAnswered and booked
The $12K quote from last week
- Your CSRsbetween live callsIf there's time
- Your salespeopleon to the next leadOnce or twice
- An email blastonce a seasonGeneric
Insight On Demand with OttoWorked to a yes or a no
Not another tool to babysit. Describe the system you need.
Tell Otto what your shop needs in a sentence: estimate follow-up, agreement renewals, storm response, refilled cancellations. It builds the tables, forms, booking links, automations and the agent that runs them, and waits for your okay.
One system underneath. See every part.
Otto, building by asking, tables and dashboards, the front office and over 1,500 apps, each with its own page.
- Otto, your AI agent
An AI agent with its own computer. It works in the background, tells you what matters and asks before anything goes out.
See how it works - Build by asking
Describe a system in a sentence. Otto builds the tables, forms, automations and agents, and you switch it on.
See how it works - Tables and dashboards
Track anything, link it to your customers, let agents work inside it and see the numbers live.
See how it works - CRM and front office
Phones, inbox, customers, pipeline, booking, contracts, payments and campaigns as one system.
See how it works - Integrations
Over 1,500 apps. Move everything in without retyping, or keep a tool you like connected.
See how it works
The same shop. A different peak season.
MomentWithout OttoWith Otto
A heat wave hitsEvery line rings. Callers hang up and dial the next company.Otto picks up the overflow and books into open slots.
A call after 6 PMThe answering service takes a message.Otto answers, books it, texts a confirmation.
A no-heat call at 1 AMVoicemail until the office opens.Triaged, and the on-call tech is paged.
A $12K replacement quoteOne follow-up, then it goes quiet.Worked on day 2, 7, 14 and 30, to a yes or a no.
Live after one call. We do the moving.
Setup call
We connect your phone line, calendar and inbox with you, alongside your field-service software.
Customers moved in
Customers, equipment, agreements and open estimates, from a spreadsheet or your current system. Nothing retyped.
Otto learns your shop
Services, price ranges, service area, on-call rules and membership terms, approved by you.
Go live
Overflow and after-hours calls forward to Otto. Your number stays yours.
Built for owners who are still the bottleneck.
You built a real company, with trucks, techs and a team on the phones. Yet the night calls, the quotes nobody chased and the agreements that lapsed still land on you. Otto picks them up, so the shop keeps booking when you step away.
OttoThe AI inside Insight On Demand
Alongside your field-service software
Keep the dispatch board and the price book you run today. Otto answers, books and follows up next to them, and nothing gets ripped out.
Your shop. Your data. Your rules.
Otto works for you, inside limits you set, on a record your whole team can see.
- Your data stays yours
- Export everything, any time. We never sell it.
- A person is always reachable
- Callers can ask for a person at any point, and emergencies go straight to whoever is on call.
- Approvals you control
- Decide exactly what Otto may do alone, like booking service calls. Proposals, discounts and anything unusual wait for one tap.
- Access by role
- CSRs, techs and salespeople see what their role allows, and every action is logged on the record.
One plan. Everything included. One monthly price.
Insight On Demand with Otto
One planbilled monthly
One monthly price, sized to your shop. Setup happens on a call with you, and your whole team is included, office and field.
Or hear Otto first- Otto answers overflow and after-hours calls
- Replies to every text, email and web lead
- Every open estimate followed up to a yes or a no
- Maintenance agreements, renewals and monthly billing
- Booking pages, reminders and calendar sync
- Proposals, agreements and e-signature
- Payment links, deposits and invoices
- Review requests after every job
- Custom agents and systems built from a sentence
- Tables and dashboards for your whole shop
- Playbooks from your calls and meetings
Questions shop owners ask.
Is this an answering service?
No. An answering service takes a message and passes it on. Otto books the visit into your schedule while the homeowner is still on the line, then keeps working your open estimates and agreement renewals.
We already have CSRs. Why would we need Otto?
Otto backs them up rather than replacing them. It picks up the overflow when every line is ringing, answers after hours, and does the callbacks and follow-ups your team never gets to between live calls.
Does it work with our field-service software?
Otto works alongside the software you run today, and nothing gets ripped out. On the setup call we look at your exact setup and tell you plainly what connects and what doesn't.
What happens with a no-heat or burst-pipe call at 2 AM?
Otto takes the details, tells the caller what to do in the meantime from your own instructions, and sends it straight to whoever is on call. You decide what counts as an emergency.
Is Otto a person or software?
Otto is the AI built into Insight On Demand. It answers calls and messages, keeps your records current and does the follow-up. Your team stays in front, and homeowners can always reach a person.
Will it sound like a robot to homeowners?
Otto speaks and writes from the answers, prices and policies you gave it. Most callers just notice someone picked up.
What if it quotes the wrong price?
Prices only come from the ranges you approved, and proposals or anything over your limit wait for your okay. It cannot invent a discount or promise a financing approval.
Is it built for a shop our size?
It is built for owner-run HVAC, plumbing and roofing companies with an office team and a fleet of trucks, where missed calls, open estimates and lapsed agreements add up fast.
Do I keep my phone number?
Yes. We set up call forwarding with you on the setup call, for overflow, after hours or every call. Your number stays yours.
How long does setup take?
One setup call. We connect your phone, calendar and inbox, load your services, price ranges and service area, and import your customers and agreements with you.
What happens to my data?
It is yours. Export it any time. Calls and messages are stored on the customer record, and access is limited to your team.
Tonight, let Otto pick up.
One setup call. Your phones, your schedule and your open estimates, working for you before the next rush.