Your 24/7 sales agent, receptionist and office manager.

Answers in a minute. Chases the quote. Books the job.

Tom Becker Email Hi, could you send me a copy of the invoice for the leak inspection? And if we go ahead with the repair, please take that $150 off. Send an invoice copy · 9:42 am
Alicia Moore Instagram Hey, can you clean my gutters this week? Saturday morning would be perfect! Book a visit · 11:05 am
Greg Lin Messenger Hi, last night’s storm took some shingles off the back of the roof. I took photos. Can someone come and look? Log storm damage · 2:20 pm
Nora Walsh WhatsApp Hi, can we move Tuesday’s leak inspection to Wednesday? I’m at work until 3, so the afternoon is best. Move a visit · 4:48 pm

Hi, could you send me a copy of the invoice for the leak inspection? And if we go ahead with the repair, please take that $150 off.

9:42 am
Ezro · 9:42 am

Hi Tom, done. A copy of invoice 1042 is attached. If you go ahead with the repair, the $150 comes off, and I’ve noted that on your quote.

Invoice-1042.pdf

Perfect, thanks. I’ll let you know by Friday.

9:42 am
TB Tom Becker
Customer
Since 2021
Topic
Invoice

Procedure Send an invoice copy


  1. Found the leak inspection invoice QuickBooks · Invoice 1042 · $150
  2. Put a $150 credit on the repair quote Jobs sheet · Tom Becker · Repair from $450
  3. Attached a copy of the invoice QuickBooks · Invoice-1042.pdf
  4. Replied with the credit Email · Invoice-1042.pdf

Attached Invoice-1042.pdf

Replied in 12 s

Status Done

  • Email. Tom Becker asks for a copy of his $150 leak inspection invoice and for that amount to come off the repair if he goes ahead. Ezro finds invoice 1042 in QuickBooks, puts the $150 credit on the repair quote in the Jobs sheet and replies with the invoice attached. Done by Ezro in 12 seconds.
  • Instagram. @alicia.moore asks for her gutters to be cleaned this week, ideally Saturday morning. Ezro checks Google Calendar, books the crew for 8 am, adds the $200 job to the Jobs sheet and replies with the booking. Done by Ezro.
  • Messenger. Greg Lin sends photos of shingles lost in a storm and asks for someone to look. Ezro saves the photos and logs the damage in the Jobs sheet, books the free storm damage check for Tuesday at 8 am in Google Calendar and replies with the visit. Done by Ezro.
  • WhatsApp. Nora Walsh asks to move Tuesday’s leak inspection to Wednesday afternoon because she is at work until 3. Ezro finds a slot at 3:30 pm in Google Calendar, moves the visit, updates the Jobs sheet and sends the new time. Done by Ezro.
Dana Ruiz Website chat

Sunday, 9:14 pm

  1. Hi, water is dripping through our bedroom ceiling since the storm. Can someone look at it this week? How much?

  2. Ezro

    So sorry about the leak, Dana. A check is $150, and we take it off the repair if you go ahead. I can do Tuesday at 8 am or Wednesday at 1 pm. Which is better?

  3. Tuesday at 8, please.

  4. Ezro

    You’re booked for Tuesday at 8 am. See you then!

  5. Booked Tue 8 am in Google Calendar

Ezro is handling this one

  1. The first reply wins the job.

    People ask for prices at 9 pm and on Sundays. If no one answers, they ask someone else. Ezro answers in under a minute, with your prices.

    Dana Ruiz, Website chat Sunday, 9:14 pm

    1. Enquiry
    2. Quoted
    3. Booked

    Hi, water is dripping through our bedroom ceiling since the storm. Can someone look at it this week? How much?

    Dana, 9:14 pm

    So sorry about the leak, Dana. A check is $150, and we take it off the repair if you go ahead. I can do Tuesday at 8 am or Wednesday at 1 pm. Which is better?

    Ezro, 9:14 pm

    Tuesday at 8, please.

    Dana, 9:16 pm

    You’re booked for Tuesday at 8 am. See you then!

    Ezro, 9:16 pm
  2. It chases the quote for you.

    Ezro sends your price. It checks in twice. When they say yes, it books the job.

    Dana Ruiz, Website chat Wednesday to Monday

    1. Enquiry
    2. Quoted
    3. Booked

    Hi Dana, here is the quote for your repair: $1,800. The $150 check is already taken off.

    Ezro, Wed, 10:02 am

    Hi Dana, did the quote come through? Ask me anything.

    Ezro, Fri, 9:00 am

    Hi Dana, we have a spot this Friday. Want it fixed before the next rain?

    Ezro, Mon, 9:00 am

    Yes please, Friday works.

    Dana, Mon, 9:20 am
  3. Booked straight into your calendar.

    Google Calendar, Outlook, Calendly or Cal.com. The customer gets a reminder the day before. After the job, Ezro asks for a review.

    Dana Ruiz, Website chat Your calendar

    Mon
    Tue 8 am, Leak check, Dana Ruiz
    Wed 1 pm, Gutters
    Thu
    Fri 8 am, Roof repair, Dana Ruiz

    Hi Dana, see you tomorrow at 8 am for the roof repair.

    Ezro, Thu, 6:00 pm

    Thanks for having us, Dana. Could you leave us a quick review? It helps a small business like ours.

    Ezro, Fri, 4:30 pm

Show it once.

Tell Ezro how you do a job, in your own words. Or do it once while it watches. Then it does it your way, every time.

All procedures Leak inspections Draft

When to use this

Based on what the customer says

Describe when to use it A homeowner asks for someone to look at a leak.

Check the day 1–3

  1. 1

    Type / to add a step, or @ to use something the agent can do Check Google Calendar@ for the next free visit.

    Ask for a good day if they have not said.

  2. 2

    Use the Price list to quote the $150 inspection, taken off the repair if they go ahead. Do not offer discounts.

  3. 3

    / Type / to add a step, or @ to use something the agent can do

    3a

    If

    Is a visit free on the day they asked for?

    Then continue with Book the visit

    3b

    Otherwise

    Then continue with Offer other days

Book the visit 4–5

  1. 4

    Book the visit, add a row to the Jobs sheet, and tell them the day and time.

  2. 5

    End Close the conversation

Offer other days 6

  1. 6

    Offer the next free visits from Google Calendar, with the price.

Every customer answered, wherever they write.

Your website chat and forms, email, WhatsApp, Instagram and Messenger. Every message lands in one inbox.

  1. Job 2041 moved Known by her email address

Priya Shah Wrote 1 way. 1 change, made after Ezro checked it was her.

You’re still the boss.

You choose what Ezro does alone and what waits for you. Anything unusual comes to you, with the reason. Pause it any time.

Ezro Active Pause
How far it is trusted What happens without a person, and what waits for one.
  • Check the calendar Allow
  • Quote from the price list Allow
  • Book an inspection Allow
Refund a customer Hold for a person

Waits for somebody to approve it before it runs

Customer-facing

Try it on last month’s messages.

Before Ezro starts, it practices on last month’s messages. If it gets one wrong, you fix it and try again.

6 of 6 practice runs right

  1. Leak inspection on a Tuesday

    – Never run Running… Passed Failed 1 of 1 rightLast run now

  2. Gutter cleaning in March

    – Never run Running… Passed Failed 1 of 1 rightLast run now

  3. Leak from Friday night to Sunday

    – Never run Running… Passed Failed 1 of 1 rightLast run now Step 2 quoted the weekday inspection 1 of 2 rightLast run now

  4. Asks for a discount

    – Never run Running… Passed Failed 1 of 1 rightLast run now

  5. Day not given yet

    – Never run Running… Passed Failed 1 of 1 rightLast run now

  6. No visit free that day

    – Never run Running… Passed Failed 1 of 1 rightLast run now

Plans start at $99 a month

One extra job a month pays for Ezro.

You pay only for work it finishes. Never for your team.

Every plan, side by side
  • Starter

    One person running one business.

    $99 a month $82 a month if you pay for the year
    250 finished requests a month Self-serve, with guides
  • Growth Most popular

    A small team, or one business on several channels.

    $299 a month $249 a month if you pay for the year
    1,000 finished requests a month A setup call with us
  • Enterprise

    High volume, several brands, or a buying process.

    Talk to us
    Finished requests agreed with you Done with you

Questions owners ask.

Will it sound like me?

Yes. Ezro uses your prices, your rules and your way of writing. You can read every message it sends.

Can it send something without my okay?

Only what you allow. You pick what it does on its own and what waits for you. Anything unusual comes to you first.

What if it gets a price wrong?

It only quotes from the price list you give it. Before it starts, you test it on last month’s messages and fix anything it gets wrong.

Does it answer phone calls?

Not yet. Ezro answers your website chat and forms, email, WhatsApp, Instagram and Messenger.

Which calendars does it work with?

Google Calendar, Outlook, Calendly and Cal.com. We connect your other apps with you during setup.

Do I need to be good with computers?

No. You write how you work in plain words, and we set it up with you on a call.

Who sees my data?

You, your team, and the companies that run Ezro (listed in our privacy policy ). We never sell it, and the AI companies we use don’t learn from it.

Can it message customers on WhatsApp later?

Yes. For 24 hours after a customer writes, Ezro can reply freely. After that, WhatsApp asks for approved message templates, and Ezro uses those.

Hand Ezro a job.

Bring two or three things you do every week. We’ll set them up and run them live on the call.

  • Your jobs, set up and run live on the call
  • The calendar and apps Ezro would use for you
  • A plan that fits the size of your business
A call with Ezro 30 minute video call

Pick a rough time. We’ll confirm by email.

Tuesday, US Eastern time

Email hello@ezro.app

Send us a line and we’ll find a time that works for you.