Field service sales enablement system

Turn a missed call into a booked job.

AC, plumbing, cleaning, solar, pest: the customer called once. If the number was busy, the job is gone unless Call not received is a real stage and a confirm can hold the slot.

Calls Missed WhatsApp Website Google One job
Call, WhatsApp, form, Google — one job card for the technician.

On this floor

The technician needs the address. The office needs the outcome.

Missed

The ring you did not take is the lead

Field brands live on the phone. Call not received plus Voiceplix retry plus a WhatsApp “are you still looking for a visit today?” is the whole game.

Confirm

WhatsApp holds the slot

The customer gets a time and a pin. The technician gets a card, not a forwarded screenshot.

Repeat

The AMC is the same person

Identity match on phone so a repeat job does not become a new lead with no history.

Recognition

Where your enquiries already come from

Salesplix does not ask you to change the ads or portals you buy. It puts them on one record.

The leak

Where paid enquiries disappear today

Leak 01

Busy hour: inbound dies, competitor is one search away

Leak 02

Address lives in a WhatsApp on the owner’s phone

Leak 03

Technician arrives, nobody logged the complaint

Leak 04

No confirmation — the customer went out

Leak 05

Repeat AMC treated as a stranger

Leak 06

After the job, nobody asks for the next service date

Workflow

Enquiry to booked action

  1. 1 Job request lands: call, missed call, WhatsApp, form, maps
  2. 2 Ack on WhatsApp; Voiceplix if the line is busy
  3. 3 Issue, address, time window captured
  4. 4 Slot booked; technician assigned
  5. 5 Reminder + pin; on-the-way message
  6. 6 Outcome on the card; next service date or AMC nurture

Channels

How the team actually reaches people

  • WhatsApp Business
  • SIM / SIP calling
  • Voiceplix voice agents
  • Website forms
Stages the floor already understands
  1. New job
  2. Call not received
  3. Confirmed
  4. Assigned
  5. En route
  6. Done
  7. Callback / AMC
  8. Lost

Voiceplix + the dialer

Voiceplix answers when every technician is on a roof.

The office cannot take every ring at noon. A Voiceplix agent captures the issue and a window, writes the job, and the dispatcher assigns from the card.

  1. 01

    After-hours and peak-hour coverage on a number you own

  2. 02

    Retries on no-answer, then WhatsApp

  3. 03

    Dispatcher sees issue + locality before calling back

  4. 04

    Customer hears a consistent brand, not whoever’s personal SIM

Voice agents · Calling & auto-dial

The calendar

The job has a window the whole crew can see.

Booking is the dispatch. Reminders cut no-shows. The pin and the complaint sit on the same card the technician opens.

Automations

Recipes you can run on day one

  1. 01

    Missed call → Voiceplix retry → WhatsApp “still need a visit?”

  2. 02

    WhatsApp issue + address → slot → technician task

  3. 03

    En route message on the same thread

  4. 04

    Job done → feedback → next-service date

  5. 05

    AMC due in 30 days → WhatsApp + call queue

A day on the floor

The list is today’s jobs, not a group chat.

Calling from the card sounds small until the note actually lands on the timeline — which is how a field crew stops losing the afternoon.

  1. 1 Overnight missed calls already have a Voiceplix attempt or a WhatsApp
  2. 2 Dispatcher assigns from Call not received and new forms
  3. 3 Technicians work a queue, not a broadcast group
  4. 4 A repeat customer is recognised at the ring
  5. 5 Evening: unconfirmed windows get one more WhatsApp, then tomorrow’s list

Questions

What this is not.

Is this a field-service ERP?

No. It is the enquiry, confirm, and callback layer. Inventory, invoicing, and engineer HR stay in the systems you already have. Ingest can connect them.

Next

See it on your own leads

Home and field services are a missed-call business. Salesplix makes Call not received, WhatsApp confirm, and Voiceplix after hours the default — then you book the job. Walkthrough on your own abandon rate; no invented job counts.

Related solutions

Ready to start closing?

Set up a short call and see the workspace on your own leads.

Same calendar the product team uses. Checkout is on salesplix.com.