EchoCody AI

EchoCody.aiAI relationship manager for home-service operators

Every inbound call becomes a booked job or an owned follow‑up.

Cody answers in your voice, asks the right questions for your trade, and books a real calendar window. If it cannot book, North Star creates the next step, puts one name on it, and remembers the job.

Book a Revenue Capture Review
No microphone
  • Current CRM truth
  • One owner + due time
  • Receipt on every outcome
Talk to CodyTalk to Cody00:00
Listening
AI voiceInbound calls onlyRecorded & transcribedPrivacy
18-second introduction · no microphone

Pick a starting line

This is an AI voice assistant, not a human. Starting a call records and transcribes audio as described in the Privacy Policy. EchoCody answers inbound calls and web conversations you start. It does not place outbound calls. Prefer a person? (801) 980-0308

First spoken line: “This is Cody, an AI assistant with [Shop Name]. This call is recorded. I can book a job or get you to a person.”

02What missed demand costs

You already paid for the phone to ring.

Calls land when nobody is live. Bookings fail because no window was offered. Callbacks slip past the point of interest. Put your own numbers in — the formula is printed under the result, and it is a scenario, not a forecast.

Your inputs

Total inbound calls across all lines. /wk

Rings out, voicemail, or abandoned on hold. %

Share of missed callers you can still reach with a fast callback. %

In your area, in scope, with real intent. %

Qualified conversations that take a slot. %

Booked appointments that actually happen. %

Completed appointments that become revenue. %

Revenue you actually collect per closed job. $

What you would pay for coverage. $/mo

Your modeled scenario
Missed opportunities
19/wk · 81/mo
Modeled recoverable range
$1,736 – $3,328 / mo
Closed jobs to break even
2.5 / mo
Qualified conversations required
14 / mo
Missed calls that must be reached
43 / mo
Annualized (midpoint)
$34,722
Net of coverage cost
$1,394
Nothing is stored. No personal details in this model.
Assumptions and formula

missed/mo = calls/wk × missed% × 4.33
recoverable/mo = missed/mo × reachable% × qualified% × book% × show% × close% × value
range = midpoint × 0.6 to midpoint × 1.15
closed jobs to break even = coverage cost ÷ value
qualified conversations required = coverage cost ÷ (value × book% × show% × close%)
missed calls that must be reached = coverage cost ÷ (value × reachable% × qualified% × book% × show% × close%)

Three views of the same threshold. The first is the number operators recognize; the other two show what it takes to get there at the rates entered.

The range exists because reachability and close rate are the two inputs a model cannot verify. This is a scenario, not a forecast, and not a guarantee of revenue.

A fair comparison

Three ways to cover the phone. Each is genuinely better than the others under some conditions.

Internal team vs traditional answering service vs EchoCody
Internal teamAnswering serviceEchoCody
After-hours coverageOnly if you staff itYes, message onlyYes, within your approved rules
Business contextHigh once trainedNoneLoaded from your CRM before each action
Books on your calendarYesRarelyYes, when booking rules allow
CRM writebackManual, inconsistentRarelyEvery call, structured disposition
Human oversightIs the humanLimitedReview, approve, version, deploy
Judgment on unusual callsStrongestWeakEscalates to a human by design
Best fit whenVolume is steady and staffedYou only need a message takenDemand is spiky and every call needs an owner

03Same call, two engines

EchoCody talks. North Star remembers.

The conversation is half the job. The other half is what still exists tomorrow morning: the memory, the owner, the due time, and the record in your CRM.

Remembers the job

Address, equipment, last outcome and consent persist between calls. The second conversation does not start from zero.

One owner, one action, one due time

Every open record carries a name, the next step, and the hour it is due. Nothing sits in a queue with nobody on it.

Writes the outcome to your CRM

Structured writeback: outcome, reason code, owner, next action, due time and an audit reference.

Escalates when a person is required

Safety, billing disputes, an angry caller or an untouched record past its due time move to a human.

EchoCody

The conversation. Answers in your voice, asks the right questions for your trade, books a real calendar window.

North Star Intelligence

The relationship layer. Memory, one owner and one action with a due time, governed writeback, and the proof it happened.

Missed-call text-back is the backup, not the product. If the call cannot book, a consented text names who owns it and by when.

04The EchoCody Superpack

Twelve programs. One operating contract.

The leaders automate a channel or own a system of record. EchoCody coordinates the moments between them: capture, conversion, retention, and operations, with a stop rule and a receipt on every program.

Program family · Capture

Turn every arrival into a complete, correctly routed record.

Configured per deployment

Program 01.1

Inbound capture

Answer the arrival, identify the person and need, then write a usable record.

Starts when
An inbound call, web conversation, text, or form reaches the business.
Owned outcome
Booked, transferred, disqualified with a reason, or assigned for follow-up.
Human gate
Safety risk, billing dispute, hostility, or low-confidence identity.
Receipt
Transcript reference, disclosure event, disposition, owner, action, and due time.

System of recordCRM contact and opportunity

  • Inbound voice
  • Web
  • Inbound SMS
  • Forms

One contract underneath all twelve

No-hands operation only works when the authority, stop rules, ownership, and evidence are more explicit than a manual process.

  1. 01

    Reload truth

    Read the current customer, job, consent, and workflow state.

  2. 02

    Check authority

    Decide what can run automatically and where a person is required.

  3. 03

    Take one action

    Choose the next useful move instead of launching parallel automations.

  4. 04

    Own the remainder

    Leave one owner, one next action, and one due time.

  5. 05

    Stop correctly

    Reply, DND, terminal state, conflict, and low confidence interrupt the program.

  6. 06

    Write the receipt

    Record the evidence, actor, decision, outcome, and source versions.

The Superpack is a deployment catalog, not a claim that every program is already active on every account. Each program is enabled only after its source, authority, consent, stop, and receipt contracts pass acceptance testing.

05How a call ends

Booked, owned, transferred, or not a fit.

Answered, qualified, booked if a slot exists. If not, a follow-up is created, one person owns it, the customer hears back on a consented channel, and it escalates if nobody touches it.

Illustrative example — not a customer result
  1. Ring01

    The call gets answered

    Every hour, including nights and weekends.

  2. 0:3002

    The job gets qualified

    Trade-specific questions: what broke, where, how urgent, whose home.

  3. 1:3003

    Booked if a slot exists

    A real window off your calendar, not a promise to call back.

  4. If not04

    A follow-up is created instead

    Everything captured on the call is written to the lead record.

  5. +10s05

    Someone owns it

    One name off your office rotation. No lead sits unowned.

  6. +30s06

    The customer hears back

    A text naming who will call and by when, where consent allows it.

  7. +10m07

    If nobody touched it, it escalates

    Past its due time it turns red for your manager instead of aging quietly.

  8. Close08

    It ends on a written outcome

    Booked, still working with a new due time, or closed with a reason.

Every call ends on one of these. Tap one to see who owns it and when it is due.

Booked

Caller accepted a specific appointment window that exists on the calendar.

Still open — it has an owner

Who owns it
Dispatch
What happens next
Confirm the window and attach job notes to the record.
When it is due
Confirmation within 2 minutes of the call ending
If it slips
No confirmation receipt in 10 minutes routes to the office owner.

Owners, due times and escalation targets are set during setup against your own rotation and calendar rules. The examples above are the default pattern, not a customer result.

06Built for the trades that show up at the house

It opens the call already knowing the trade.

The expensive call in each trade, and the first question Cody asks on it.

  • HVAC

    No cool air on the first 95 degree afternoon.

    First question: Is the system running at all, and is anyone in the home at risk from the heat?

    Trade page

  • Plumbing

    Water on the floor and nobody sure where the shutoff is.

    First question: Is water still running, and can you reach the main shutoff?

    Trade page

  • Solar

    Quote request at 8pm with three other installers already dialed.

    First question: Are you the homeowner, and what does a normal power bill run you?

    Trade page

  • Electrical

    Half the panel dead, burning smell reported.

    First question: Do you smell burning or see scorching at the panel right now?

    Trade page

  • Roofing

    Active leak during the storm, insurance question attached.

    First question: Is water coming in right now, and is this going through insurance?

    Trade page

  • Restoration

    Standing water at 2am, every hour makes the job worse.

    First question: How long has the water been standing, and is the source stopped?

    Trade page

Garage door and pest control run the same playbook. Multi-location franchisors are supported inside these trades. See all industries.

07Keep your system of record

It sits across your CRM. It does not replace it.

Conversation, then follow-through, then writeback into the platform you already run.

01

Conversation

EchoCody answers the inbound call, discloses that it is an AI assistant, qualifies the job and books a real window.

02

Follow-through

North Star holds the memory, the owner, the next action and the due time, and runs consented text and email until the record closes.

03

Your CRM

Your platform stays the system of record for scheduling, dispatch and customer history. We read approved context and write the outcome back.

  • ServiceTitan
  • Jobber
  • Housecall Pro
  • GoHighLevel
  • HubSpot
  • Salesforce
  • Zapier / Make
  • Webhook / API

We do not describe an integration as connected until it is running on your account.

08Proof we are building

Measured against your own baseline, or it does not get published.

No logos until verified. Design partners run a 14-day baseline first, then a Capture Score against their own last 30 days.

Step 01 · Baseline

Fourteen days of your own numbers before anything changes. No coverage claims, no projections.

Step 02 · Capture Score

Then the same five metrics measured against your last 30 days, with the method printed next to the result.

  • Answer rate

    Share of inbound calls that reach a live answer instead of voicemail or a hang-up.

  • Book-or-own rate

    Share of eligible calls that end booked, or with a named owner and a due time.

  • Time to first action

    Median and worst-case minutes from call end to the first touch.

  • Follow-up completion

    Share of open records whose next action was done before the due time.

  • Unresolved at 48h

    Records still open two days later with no owner action against them.

No customer names, logos or results are published until an operator has approved measured numbers. Design-partner slots are open now.

09Before you buy

The questions operators ask last, answered first.

Setup time, integrations, disclosure and consent, and how price moves with the size of the operation.

How fast does the voice agent go live?

Five days to overflow coverage on one call path, then two weeks of daily tuning. Those are two clocks, not one. Nothing changes for your team until the transcripts read the way you want.

Does it work with our CRM and field service software?

Your CRM stays the system of record. GoHighLevel is live today. ServiceTitan, Jobber, Housecall Pro, HubSpot and Salesforce connect through API, webhook or your automation layer. We do not call an integration connected until it is running on your account.

How is it handled on disclosure, recording and consent?

The first spoken sentence says it is an AI assistant and that the call is recorded, before any question is asked. A person is one sentence away. Coverage is inbound only, so a text or an email never triggers a call, follow-up runs only on consented records, and STOP kills automated messaging immediately.

Read the compliance page
How does pricing work as we add people and locations?

Pricing scales with the size of the operation, not with a seat count you have to police. Call volume, coverage hours, locations and how much of the follow-through you hand over set the tier. Minutes past the included pool bill at a published per-minute rate.

09aPick a tier

Three ways to run it, one published rate for overage.

Pricing scales with the size of the operation. Full feature comparison lives on the pricing page.

Find your tier

9

Solo · 1 to 8 people

Growth · 9 to 25 people

Team · 26 to 75 people

Enterprise · 75+ or multi-location

Recommended

Growth

Several departments, calendars and pipelines.

$2,500/mo

Deployment $12,500 · one time

Solo

$1,500/mo

Deployment $6,500 · one time

1,000 minutes included

One location, one core trade, running the proven EchoCody revenue-capture workflow.

  • Inbound AI voice with after hours coverage
  • Qualification and booking on your calendar
  • CRM writeback, including GoHighLevel
  • One owner and one next action on every opportunity

Growth

Most operators

$2,500/mo

Deployment $12,500 · one time

2,500 minutes included

Operators with multiple departments, calendars or pipelines, and follow-up that has to be handled properly.

  • Everything in Solo
  • Multiple routing paths, calendars and pipelines
  • Deeper automation across departments
  • Advanced recovery workflows

Team

from $5,000/mo

Deployment from $25,000 · one time

6,000 minutes included

A bespoke operating build for multi-location, franchise and high-complexity operators.

  • Dedicated managed GoHighLevel sub-account when you need one
  • Custom workflow architecture
  • Multiple locations and pipelines
  • Advanced integrations

The published tier figure is the starting scope used by the quote estimator. Any custom work is identified and priced in writing before it begins.

Overage $0.45 per minute on every tier · Enterprise is custom · Custom brand voice is an inquiry-only add-on.

What sets the tier?
Team size, call volume, how many locations and calendars you run, and how much of the follow-through you hand over. Not a seat count you have to police.
What is the implementation fee for?
Configuration, trade playbook, booking and escalation rules, CRM writeback and the bounded launch. It is quoted against the same scope as the monthly and is billed once.
What happens if we go over the minutes?
Included minutes are per month and overage is billed at $0.45 per minute at the same rate on every tier. A heavy month is a line item, not a renegotiation.
Can we add a second trade later?
Yes. An additional playbook is $2,500 to build and $600 per month to run, on any tier.
Full tier comparison

09bBook a demo

Book a Revenue Capture Review.

Free, and it ends with something you can act on whether or not you hire us.

Live in
5 days to overflow coverage, then two weeks of daily tune.
Disclosure
The caller is told it is an AI assistant in sentence one.
CRM
GoHighLevel live today. Others via API or webhook, never claimed until running.
Price
Solo is $1,500 a month. Deployment $6,500 · one time.
Calling
Inbound only. It never places an outbound call.

The form goes straight to our CRM. Nothing is stored in your browser. If it is not a fit, we say so.

Or skip the form

(801) 980-0308

Book a Revenue Capture Review

Thirty minutes. No pitch deck. You leave with the leak modeled.

  • We review your current lead flow and where calls drop.
  • You pick a time that works. We confirm by text and email.
  • If it is not a fit, we say so.

Times are shown after you click. We keep a 48-hour buffer for prep.

Build my call-flow review

Two minutes
Preferred language / Idioma preferido
Which plan fits

Estimated starting total

$8,000

Deployment plus first month. Not a binding quote.

If the agent is not answering, qualifying and booking to the standard we agree in writing within ninety days, the deployment fee is credited back against your platform fee. Payable in three equal monthly installments alongside the platform fee if that suits your cash flow.

  • Solo implementation (one time)$6,500
  • First month platform fee$1,500

1,000 voice minutes included. Minutes beyond that bill at $0.45 per minute.

Final pricing depends on call volume, locations, workflow complexity, and integrations.

Your details go straight to our CRM. Nothing is stored in your browser.

Modeled from your inputs — not a customer result

62/100 capture model
Pickup58
Qualification58
Conversion77
Speed72
Realization50
Recovery38

Bottleneck. Unsold estimates and lapsed maintenance are sitting there unworked.

First move. Send the day-nine follow-up text on the consented list. Day eleven is already cold.

Modeled, not verified. The same six weighted dimensions the real scorer uses, run on the inputs above rather than your own calls. A verified score can only be computed from your conversations, your CRM records and the revenue you actually collected.