§01 · HERO · REV 05.13.26
Clara is answering calls now

Every missed call is a job walking to a competitor. Clara answers every one.

The AI dispatcher for HVAC, plumbing, electrical, roofing, cleaning, and service businesses. Picks up, captures details, books the job, and creates the work order before she hangs up.

Voice-first dispatch. Clara handles the call while Facilitize keeps the customer, schedule, and work order organized.
§02 · DEMO · REV 05.13.26

A real call. A real work order. 90 seconds, end to end.

Press play. This is Clara handling intake, address capture, issue details, and appointment booking. Below: what lands in Facilitize while she is still on the line.

Clara · SunState HVAC
Inbound call · 1:21 PM
0:000:58
Intake Address verify Slot offered Booked Confirmation sent
Dashboard

90 seconds. A new work order. Zero typing.

Clara’s call becomes a row on your board before the caller hangs up. Your dashboard updates in real time.

app.facilitize.io
Facilitize dashboard showing a new work order created from Clara's call
Work Orders

One tap to accept. Your crew is rolling.

Location, contact, scheduled time, and the caller’s own words are all there. Your team can act immediately.

app.facilitize.io/work-orders
Facilitize work orders view created from Clara's call intake
Customers

Repeat customer? Already on file. No intake form.

Clara finds or creates the customer record and saves the call context so your team does not have to re-enter anything.

app.facilitize.io/customers
Facilitize customers view showing the customer record created from Clara's call

What Clara can handle on a call.

Clara is not just voicemail with a nicer voice. She captures the call, organizes the details, and turns the conversation into a usable job record.

Answer

Missed, after-hours, and overflow calls.

Clara picks up when your team is busy, in the field, or closed for the day.

Collect

Name, phone, address, and issue.

She gathers the core intake details your team needs before calling back or dispatching.

Customer

Finds or creates the customer.

New caller or repeat customer, the record stays organized inside Facilitize.

Schedule

Checks appointment availability.

Clara offers the right booking windows based on your rules and availability.

Context

Captures the caller’s own words.

Your team can see what the customer said, not just a short message.

Work order

Creates the work order.

The job lands in Facilitize with customer, issue, schedule, and notes connected.

Dashboard

Sends details to your board.

Your team sees the new job, status, and next step without manual entry.

24/7
Answering · always
~90s
Ring to work order
Zero
Data entry
§04 · ROI · REV 05.13.26

Use your own numbers. The example below is illustrative.

Your shop’s call volume, ticket size, miss rate, and booking rate determine what Clara can recover.

Calls / day28
Miss rate24%
Avg ticket$385
Book rate60%
Revenue at risk · illustrative
$48,519/mo
Built by Facilitize

Run the calculator with your real shop numbers.

Plug in your call volume, ticket size, and booking rate. See what missed and after-hours calls may be costing you each month.

Open the calculator
facilitize.io/calculator · Illustrative example only

Actual recovered revenue depends on call volume, booking rate, ticket size, service area, and availability.

§04 · Illustrative: a 2-crew HVAC shop on Saturday

A typical Saturday, with Clara and without.

Same phone. Same calls. Different ending.

Without Clara

9:47 AM
Phone rings. You’re under a condenser with your hands full. Voicemail.
11:20 AM
Caller already dialed Brenda’s Cooling. $420 job gone.
2:15 PM
Second call comes in. Crew is on the road. Voicemail again.
End of day
$1,100 walked. You saw two missed-call notifications and never called back — you were working.

With Clara

9:47 AM
Clara picks up. “Oh no — sorry about that. I can get a tech out today. Can I grab your name and service address?”
11:20 AM
Booking on your board. Address, trade, callback, issue — filled. $420 on the calendar.
2:15 PM
Second call booked. Different slot. Same flow. No typing.
End of day
$1,100 on the board. You never looked at your phone.

*Based on industry averages. Your numbers will vary — run the calculator.

§06 · FROM THE FOUNDERS

Why we built Clara.

“Service owners should not lose jobs just because they were in the field, driving, or helping another customer. Clara exists to answer the call, capture the details, book the job, and keep the record organized before your team has to touch anything.”

Ben Burdick & Taylor Guinnip · Co-owners, Facilitize

Three steps. We handle the setup.

We configure Clara around your business hours, service area, emergency behavior, appointment windows, caller handoff rules, fallback number, and trade-specific questions.

01Forward

Forward your number.

No number port and no new hardware. Your existing line forwards to Clara for missed, after-hours, or overflow calls.

02Configure

Clara learns your business.

We set your hours, service area, booking rules, emergency logic, fallback contacts, and the questions Clara should ask for your trade.

03Live

Next call, she books it.

Clara answers, captures the request, checks the rules, and creates the work order in Facilitize.

You control how Clara books.

We configure Clara around your service area, hours, appointment windows, trade, call handling rules, and escalation preferences.

01Area

Service area

Clara can qualify callers by city, ZIP code, neighborhood, or out-of-area rules.

02Slots

Booking windows

Set the days, times, lead time, and appointment windows Clara is allowed to offer.

03Urgency

Emergency rules

Urgent issues can be routed, flagged, or handled differently than normal service calls.

04Handoff

Escalation contacts

Choose who Clara calls or texts when a job needs human review before booking.

05Script

Caller questions

Customize trade-specific prompts for HVAC, plumbing, roofing, cleaning, or other services.

06Record

Call summaries

Keep transcripts, recordings, notes, and job details connected to the customer and work order.

Why owners choose Clara over the usual options.

Voicemail waits. Answering services take messages. New hires cost more. Clara answers, books, and creates the work order.

Voicemail

Missed calls sit until you are free.

By the time you call back, the customer may already be booked with someone else.

Answering service

They take messages. Clara books jobs.

Most answering services pass along notes. Clara captures the details and creates the work order.

New hire

Expensive, limited, and still human.

A dispatcher helps, but only when they are available. Clara answers after hours, weekends, and overflow.

After-hours channel 12 service calls hit voicemail in the last hour. Watch the feed. Live-style simulation

Clara is included on Solo, Pro, and Team.

This page is for Clara. See the full pricing page for complete FSM plan details, users, billing options, and add-ons.

SoloIncluded

100 voice minutes.

Good for an owner-operator who needs missed-call and after-hours coverage.

ProIncluded

200 voice minutes.

Built for growing teams that need more call handling and scheduling coverage.

TeamIncluded

400 voice minutes.

For larger service teams with more inbound volume and multiple users.

Need more minutes? Usage can scale with your call volume. · View full pricing

Questions we hear from owners who’ve been burned.

Will Clara sound robotic?
Play the clip above. Clara speaks like a trained front desk assistant, not a phone tree. If a caller asks, she can say she is a virtual assistant.
What if she books wrong?
Every booking lands on your work order board. You can review, reassign, reschedule, reject, or correct the job before dispatching.
What if Facilitize goes down?
We configure fallback behavior so calls can route to a backup number instead of hitting a dead end.
Can Clara handle emergencies?
Yes. Clara can detect urgent phrases, flag emergency work, and route callers based on your escalation rules.
Will my customers know it’s AI?
Most callers care that someone answers and helps them. If asked, Clara can identify herself as a virtual assistant.
Can my tech talk to the customer directly?
Yes. Your team can call or message the customer from the work order once Clara captures the intake.
Can Clara transfer a call to me?
Yes. We can configure handoff rules for emergency calls, VIP customers, specific issues, or callers who request a human.
Can Clara avoid booking outside my service area?
Yes. Clara can qualify by service area and avoid booking addresses that fall outside your rules.
Can I review call recordings and transcripts?
Yes. Call summaries, recordings, transcripts, and captured details can stay tied to the customer and work order.
Can I change what Clara says?
Yes. We can adjust greeting style, caller questions, service rules, after-hours behavior, escalation language, and booking preferences.
How do I get my data out?
You own your data. Customer records, work orders, and call records can be exported.
§10 · BOOK A DEMO · REV 05.13.26

Hear Clara. Then put her to work.

Book a 15-minute live demo. We will call your real number, let you listen while Clara handles an inbound call, and show how the work order lands in Facilitize.

Live call — you hear Clara handle an inbound call on your real line.
Work order proof — we show exactly where the captured job lands.
Your rules — we map Clara to your hours, service area, and handoff preferences.
Demo agenda15 min
00:00Ring Clara on your real line. You listen.
03:00She runs the intake: name, address, issue, urgency.
06:00Work order lands on the dashboard. We walk it.
10:00Map Clara to your schedule, service area, and escalation rules.
13:00Review pricing based on your expected call volume.
Or call us right now (725) 543-7188

Pick a slot · we’ll meet you there.

15 minutes. We ring Clara live, walk the dashboard, and price it out.
Live calendar
Prefer to talk first? Hit the line. (725) 543-7188