voiceOne for trade businesses

You on the roof.voiceOne on the phone.

The AI phone assistant for trade businesses

voiceOne answers calls when nobody in the workshop or office can pick up: emergencies, appointment requests, requests for quotes. Afterwards the caller is in the CRM with their request, the on-site appointment is in the calendar – and quote and invoice are created from the same case.

Start free trial Free initial phase. For businesses.

Hear what it sounds like: +49 951 16092950

Summary · Call

Quote for new gutters

Caller
New contact, detached house
Request
Replace gutters, quote requested
Agreed
On-site measurement, Thursday 8:00
Next
Quote from the case, awaiting your approval
Contact createdAppointment bookedCase open

Example with invented data

00In short

What does an AI phone assistant do in a trade business?

An AI phone assistant answers a trade business’s calls when nobody is free, for example while the team is working on site. It answers questions about services, service area and availability using the knowledge the business has stored, books on-site appointments into free slots and forwards urgent cases to a defined number. With voiceOne, every call also ends up in the CRM as a contact with a summary; quote, invoice and DATEV export run in the same system.

As of · applies to the voiceOne brand

01A day

What does a day on the phone with voiceOne look like?

An example day at a roofing business. The top row shows where you are, below it who calls and what voiceOne does with it. Tap a dot.

Tuesday · 6:30 to 20:30Callurgent
  1. After the storm there are roof tiles in the garden, and water is dripping into the attic.ForwardingCRM
    Forwarded to the emergency number according to your emergency rule, contact created.
  2. I need a quote for new gutters on a detached house.CalendarCRM
    On-site measurement booked for Thursday, 8:00, contact and case created.
  3. Do you also work in Hallstadt?Knowledge
    Answered from your stored service area.
  4. This is the builders’ merchant, tomorrow’s delivery will only arrive in the afternoon.CRM
    Filed as a note on the case, summary sent to you.
  5. I’m afraid I have to move Friday’s appointment.CalendarSMS
    Moved to Monday, 10:00, confirmation by text message.
  6. I have a question about your quote from last week.Task
    Callback request noted with the reason, task for tomorrow morning.
  7. Since the rain, water has been coming through the hallway ceiling.TaskCRM
    Following your rule for the evening: request taken, callback at 7:00 created as a task.

Times, requests and place are invented. Only your own call log shows how many calls your business misses today – which is why we do not quote averages here.

02From call to job

How does a call become a job?

With voiceOne the work does not end with the call. Afterwards the caller is in the CRM with their request and a summary, and the measurement appointment is in the calendar. After the appointment you create the quote and later the invoice from the same case, also as an e-invoice; the accounts go to your tax advisor via DATEV export. The AI team can prepare quotes; nothing is sent until you approve it.

  1. CallAnswering, information, emergency forwarding
  2. ContactCaller and request in the CRM
  3. Measurementin free slots in your calendar
  4. Quotefrom the case, by email as PDF
  5. Invoicealso as e-invoice and XRechnung
  6. AccountingReceipts and DATEV export
03Setup

Can I keep my business number?

Yes. You forward your existing number to your voiceOne number, which you find in the application under Settings, Phone numbers. With Deutsche Telekom this works with *21*number#, with Vodafone and O2 with **21*number#; you switch forwarding off with #21# or ##21# respectively. With sipgate you set up forwarding under Settings, Routing. Alternatively you get a new number directly in voiceOne.

As of · Source: voiceOne user manual. The codes are set by your phone provider.

  1. Store your knowledge

    Services, service area, opening hours – and what counts as an emergency for you.

  2. Connect your calendar

    Google, Outlook, CalDAV or eTermin – or the calendar in voiceOne.

  3. Forward your number

    Enter the code or use a new number. Guide in the help centre (German)

  4. Test call

    Call yourself and play through an emergency.

04Listen

What does the assistant sound like on the phone?

The easiest way is to call: at this number the voiceOne assistant answers itself. If you prefer to listen, below is a staged call from a trade business.

  • Trade business

    Heating emergency · staged call with invented data
05Questions

Frequently asked questions from trade businesses

Can voiceOne tell emergencies from normal requests?

The assistant asks what the call is about and follows the rules you set. You decide what counts as urgent, for example water in the house or storm damage, and which number it then forwards to. Everything else it takes down, books an appointment or notes a callback.

Can I keep my business number?

Yes. You forward your existing number to your voiceOne number. Alternatively you get a new number directly in voiceOne.

Does the customer get a confirmation of the appointment?

Yes, if you wish by text message straight after the booking. If the customer’s email address is known, a confirmation is also sent by email.

Does voiceOne also write quotes and invoices?

Yes. You create quotes and invoices in voiceOne from the case and send them by email as PDF, invoices also as e-invoice and XRechnung. Dunning with reminder levels and DATEV export are included. The AI team can prepare quotes; nothing is sent until you approve it.

Is voiceOne an answering service with people?

No. voiceOne is software you rent. Your AI assistant talks on the phone, not one of our employees. You set it up yourself and keep control of the settings.

What happens to the call data?

Call data is not used to train language or AI models. Audio files are deleted after 30 days, transcripts after 180 days. More under Data protection with the AI phone assistant.

Change to

voiceOne. Your AI team.On the phone and in the office.

Start free trial Free initial phase. For businesses.
Next stop00In short