Customization

Built around your business. Not the other way around.

Vance AI starts from a complete base system. From there we customize it to fit how your plumbing company works, adding what you need and simplifying what you don’t, within reason.

Almost every part is adjustable.

The base system is where we start. These are the areas we tailor for each shop.

Brand and look

Your company name, logo, colors and greeting on the receptionist and workspace.

Voice and wording

How the receptionist sounds, what it says, the questions it asks and its tone.

Call handling

Which calls it answers, what it collects, when it transfers and when it takes a message.

Booking rules

Hours, appointment lengths, which jobs can be booked and which need a callback.

Emergency policy

What counts as urgent for your shop and exactly what should happen.

Integrations

Connections to the calendar, CRM, dispatch or texting tools you already use.

Dashboard

What you see, how it’s organized and what you’re alerted about.

Workflow

Anything else about how your shop runs that the system should fit.

Add to it, or pare it back.

Some shops want more. Some want less. Both are customization.

Add what you need

  • Sync with your existing calendar
  • Connect your CRM or dispatch software
  • Text-message confirmations
  • Scheduling across multiple technicians
  • Extra intake questions for your services
  • Custom alerts and reports

Simplify what you don’t

  • Messages only, with no booking
  • Transfer-first for every urgent call
  • After-hours answering only
  • Fewer questions, shorter calls
  • A simpler dashboard with just what you use

Examples of what can be built. Each one is scoped and priced in your quote.

Scoped and priced before anything is built.

Within reason, if it fits how your business runs, we can build it. If something isn’t a good fit, would cost more than it’s worth, or is something a receptionist shouldn’t do, like diagnosing a plumbing problem, we’ll tell you plainly.

  1. 1

    Tell us how you work

    In the demo, walk us through your calls and what you want changed.

  2. 2

    We scope it

    What changes, what it costs and how long it takes, in writing.

  3. 3

    We build and test it

    Customized, then tested with realistic calls before go-live.

  4. 4

    Keep adjusting

    As your shop changes, further changes are quoted the same way.

Tell us what your shop needs.

We’ll walk through the receptionist and dashboard, then give you a clear picture of scope and costs.