How does William handle excavation calls in Portland, OR?
William answers your excavation line as an AI receptionist, asks trade-specific questions like address, permit window, utility locates, rock and disposal needs, access, and schedule, records the call, creates a summary, and routes the lead to your estimator or on-call foreman.
Can William capture permit and utility locate info on the first call?
Yes. The intake script requires permit status, inspection dates, and whether locates are complete. That info tags the lead and flags urgent permit windows so you can prioritize bids before local deadlines in Portland and the surrounding counties.
Will William sound local to Portland excavation callers?
William uses a local script and your tone so homeowners, builders, and contractors hear clear, direct questions about site access, soil, and timing. You can demo William on your own website and phone line and adjust the phrasing before going live.
What happens to after-hours or emergency excavation calls?
After-hours calls are fully captured with intake and marked by urgency. Emergency washouts, sinkholes, and utility issues are tagged based on your rules and can be escalated to on-call staff with all details in the summary so you can decide on same-day or next-day response.
How do I review calls and plug William into our excavation workflow?
Every call has a recording, transcript, and one-page summary you can email or push into your estimating or job management software. That cuts admin time spent retyping notes and keeps crews from arriving without access, permit, or disposal details.