Sarah 24/7 + FieldEdge
HVAC and plumbing shops on FieldEdge get every call answered and booked, 24/7.
Works with Sarah 24/7
How the FieldEdge + Sarah 24/7 AI receptionist pairing works
FieldEdge helps HVAC and plumbing contractors run dispatch, service agreements, and invoicing. Sarah covers the moment before all of that: the phone call. She answers instantly at any hour, qualifies whether it is a repair, a replacement lead, or a maintenance visit, books it, and texts back missed callers automatically.
The pairing works today through connected-calendar booking, contact push through GoHighLevel, or a Zapier or Make bridge that routes Sarah’s call outcomes into your workflow. If your intake process in FieldEdge needs a specific shape, custom wiring is part of white-glove onboarding — we build the path with you on request.
- Emergency and after-hours calls answered live, not voicemailed
- Repair versus replacement leads qualified before booking
- Outcomes routed to your team via GoHighLevel or Zapier bridge
What FieldEdge sees after the phone rings
A no-heat call comes in at 9:40pm. Sarah answers on the first ring, works through your triage questions — no heat or low heat, thermostat state, whether anyone in the house is vulnerable — quotes your after-hours diagnostic fee, and writes a job with the right job type and arrival window. Your on-call tech opens the app in the morning to a board that is already correct, not to seven voicemails and a guess about who called first.
What lands in FieldEdge: a dispatchable job — through your calendar, your CRM or an automation step, since FieldEdge has no native connector.
Setting it up
- Connect the account. We authorise the connection during onboarding — you approve it once, and no credentials live with your front desk.
- Map job types and windows. Your job types, durations, arrival windows and which crews take what. Sarah books only into what dispatch can actually service.
- Set the triage rules. Which symptoms are emergencies, what wakes the on-call phone, what waits until morning, and what your after-hours rate is.
- Run a live test call. We call your line, book a test job, and you watch it appear on the board before a single customer hears her.
Setup is done by us, not left to you in a builder. Typical time to live: days, not weeks.
FieldEdge questions
Is this a native integration?+–
Not yet. Sarah works alongside FieldEdge today through connected-calendar booking, contact push via GoHighLevel or a Zapier or Make bridge, and custom wiring during white-glove onboarding on request. No middleware to learn — we configure the whole route for you.
Can Sarah tell an emergency from a tune-up request?+–
Yes. Sarah qualifies every caller with questions you approve — symptoms, urgency, equipment, location — and treats an after-hours no-heat call differently from a maintenance booking. Urgent calls can be flagged for immediate attention while routine work gets scheduled normally.
What happens to callers who hang up?+–
They get a text within moments. Sarah’s missed-call text-back opens a conversation, answers questions over SMS, and keeps following up until the caller books or opts out — recovering jobs that used to disappear silently.
Related tools
Put Sarah in front of FieldEdge
Leave your number — we’ll demo the exact flow on a live call.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime