From the first missed call to a booked, qualified job synced into your system — Jordan and Naxio handle the front of your funnel so nothing leaks. Already run Jobber or Housecall Pro? Everything flows into it.
Jordan is Naxio's AI voice receptionist powered by Claude (Anthropic) via Telnyx Voice AI. Each client gets a dedicated phone number and a Jordan agent configured with their business's services, pricing policy, hours, and escalation logic.
Live calls answered at any hour — nights, weekends, holidays. Jordan greets callers warmly, qualifies the service need, and either books or escalates immediately for genuine emergencies.
When a caller's number matches an existing lead, Jordan greets them by name, references prior context, and skips re-qualification. Existing clients get warm-transfer priority.
Jordan books directly into your Google Calendar during the call. No callback needed, no scheduling back-and-forth. The appointment is confirmed before the caller hangs up.
When a caller asks "what'll this cost?", Jordan pulls ballpark ranges from your service catalog and answers on the spot — or books a consult instead, depending on the pricing policy you set. Always non-binding.
HVAC, plumbing, electrical, roofing — Jordan knows what constitutes an emergency for each trade and escalates via owner SMS immediately, regardless of the hour.
At call time, Jordan receives live CRM data: caller status, follow-up step, service address, appointment date. Every conversation is informed, not generic.
Every inbound touch — missed call, web form, SMS, Facebook DM — creates a lead record and kicks off a follow-up sequence automatically.
When a call goes unanswered, an AI-qualified SMS goes out in under 60 seconds. The message is personalized, not a generic bot reply. Claude Haiku runs the qualification conversation from there.
Step 1 fires at 30 minutes. Step 2 at 24 hours. Steps 3 and 4 at 3 and 7 days. Each step stops automatically when the lead replies. Business tier includes email follow-up running in parallel.
The Naxio web chat widget captures leads from your website. Every submission is logged, qualified, and routed to you with an owner alert — same pipeline as a missed call.
Inbound DMs on your Facebook page or Instagram business profile route through the same Claude Haiku qualification pipeline as SMS leads. All threads visible in the Naxio dashboard.
The full quoting workflow — AI-drafted, owner-reviewed, customer-approved via magic link with e-signature. Available on Business and Operations tiers.
When a lead scores ≥70, Naxio auto-drafts a quote with a title, 1–4 line items from your service catalog, and a suggested deposit. You review and send — no writing from scratch.
Customers receive a magic link — no account, no password. They view appointments, approve quotes with canvas e-signature, and pay invoices via Stripe Connect directly from their phone.
Unsent or unapproved quotes get a follow-up at 48 hours, 5 days, and 10 days. Each touch re-mints a fresh portal link. Step 3 marks the quote expired and sends you an owner alert.
When a customer approves, one click converts the quote to a ticket. A Stripe Connect deposit invoice fires automatically to the customer's portal. Jobber gets the new job record.
Set 1–3 billing milestones per job (deposit, progress, final). Each fires automatically when dispatch status transitions — no manual invoice creation. Funds route directly to your Stripe account.
Every lead auto-creates an opportunity in the pipeline board. Drag across stages: New Lead → Quoted → Follow-Up → Booked → Won → Lost. Full visibility on what's pending revenue.
The full dispatch and field operations layer. Available on Operations tier. Includes the tech-facing PWA, job checklists, job costing, and bidirectional Jobber sync.
Assign jobs to technicians from the dashboard. Auto-SMS fires to the customer when tech is en route. Inbound tech replies (EN ROUTE / ON SITE / DONE) update status automatically. Full timestamp audit trail on every job.
Techs access their jobs via a phone + PIN mobile web app — no app store install. They update job status, upload photos, capture customer signatures, and complete checklists from the field.
Owner-defined checklist templates per job type. Checkbox, text, photo, and number response types. Required items gate DONE status — jobs can't be marked complete until the checklist is finished.
Per-ticket gross margin calculated automatically: revenue minus labor (actual hours × labor rate) minus materials (job expenses + parts). MarginPill visible in dispatch board and overview.
Naxio connects to your existing field service management stack. No replacing software — just connecting it.
Full bidirectional OAuth2/GraphQL sync. New jobs push automatically. Call summaries pipe to job notes. Webhook-driven — no polling.
Same OAuth2 integration model as Jobber. Qualified leads and booked appointments push directly into your HCP account.
Customer find-or-create and invoice auto-creation on job completion. Connected via OAuth2. Your books stay current without manual entry.
Jordan books directly into your Google Calendar via OAuth2. AES-256-GCM encrypted token storage. Per-client isolation — each client's calendar is separate.
A direct capability view. Enterprise FSM tools handle dispatch and invoicing — not lead capture. Naxio closes the gap they leave open.
| Capability | Naxio | Enterprise FSM | Answering Service | DIY Tools |
|---|---|---|---|---|
| Missed-call text-back (<60 sec) | ✓ All tiers | ✗ Not standard | ✗ Manual only | ~ Build it |
| AI voice receptionist (24/7) | ✓ All tiers | ✗ None | ~ Human, offshore | ✗ Not included |
| Returning caller recognition | ✓ Business+ | ✗ Not standard | ✗ None | ✗ None |
| Automated follow-up sequences | ✓ 2–4 step | ~ Add-on | ✗ None | ~ Build it |
| AI-drafted quotes + e-signature | ✓ Business+ | ~ Manual only | ✗ None | ✗ None |
| Milestone billing via Stripe Connect | ✓ Business+ | ~ Proprietary | ✗ None | ✗ None |
| Jobber / Housecall Pro sync | ✓ Ops / Add-on | ✗ Not applicable | ✗ None | ✗ None |
| Transparent, published pricing | ✓ $797–$1,597/mo | ✗ Quote-only | ~ Per-minute billing | ~ Base + usage fees |
| Month-to-month, no contract | ✓ Always | ✗ Annual common | ~ Varies | ~ Varies |
| Live in 7–30 days | ✓ Always | ✗ 3–12 months | ~ Days, manual | ✗ Weeks–months |
✓ Included ~ Partial or requires work ✗ Not available
Book a free consultation. We’ll walk through your inbound call flow and show you exactly how Jordan books the job — then syncs it straight into the system you already run.
Want to model your ROI before the call? Run the calculator →
Done-for-you. Month-to-month. No long-term contracts.