QuoteIQ’s Virtual Call Team is a first-of-its-kind AI-powered answering system built specifically for home service businesses. Whether you’re on the job or off the clock, your AI agent answers every incoming call, gathers key details from potential customers, and delivers everything you need to your QuoteIQ dashboard. This guide walks through how the system works, how to get started, and what setup looks like from inside the app.
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How It Works
The Virtual Call Team is designed to act as a 24/7 receptionist for your business. Here’s what it does:
Answers on the first ring, introducing your company by name.
Qualifies leads by asking questions like name, address, service requested, and where they heard about you.
Transcribes and records every call, making the full message viewable from your dashboard.
Sends notifications via in-app alerts, email, or text (depending on your plan).
Sorts junk from gold, helping you instantly identify high-value opportunities like commercial contracts versus routine inquiries.
Works around the clock, allowing you to run your business 24/7 and even boost your Google ranking by showing your hours as always open.
You never miss a call. You stay focused on the job. And you get more quotes sent — faster.
How To Set Up Your Virtual Call Team
Step 1: Purchase & Access
Log into your QuoteIQ account, scroll to Virtual Call Team. Insert your Redemption Code or purchase the add-on (Lite or Pro)
Step 2: Add Your Agent
Click “Add Agent”, then:
Choose your area code (e.g. 504).
If your desired area code is unavailable, try an alternate — the system will prompt you.
This creates your dedicated call tracking number.
Step 3: Customize Your Call Team
Once your number is created, customize your AI team:
Choose Your Voice: You can preview voices and choose from available options. Voice cloning is coming soon on Elite tier.
Set Notification Preferences: Enter your email and phone number to receive alerts for every new call.
Enter Business Details:
Business Name: This is what the AI says when answering.
Owner Name: Referenced in the script.
Service Area Zip Codes: Calls outside your zip code will be automatically filtered.
Services Offered: AI will decline unrelated services.
Business Hours: Set to 24/7 if you want to maximize ranking and capture after-hours leads.
Step 4: Call Script Overview
Your AI call script will:
Introduce your business
Ask for name, number, email, address, zip code, service requested
Ask how they heard about you (Pro tier+)
Confirm that a quote will be sent once the owner reviews their info
Scripts are currently not editable.
Step 5: Call Log
Once a call comes in:
You’ll receive a full transcript and audio recording in your Call Log.
You can quickly add the contact, call back, or delete the record.
Everything is centralized, making it easy to stay organized and respond on your time.
Step 6: Call Tracking
You can generate multiple agents for:
Different business locations
Tracking marketing campaigns (e.g. Facebook ads, yard signs, etc.)
FAQs
Can I choose which voice answers my calls?
Yes. You can preview and choose the AI voice that fits your brand.
Can I clone my own voice?
Voice cloning is available. You’ll be able to upload audio to train your AI.
How do I receive call alerts?
Depending on your plan, alerts are sent via in-app notifications, email, and/or text.
Can I set specific service areas?
Yes. You can input zip codes, and the AI will filter out calls from outside your service zone.
What if someone calls about a service I don’t offer?
The AI will let them know it’s not offered and ask if there’s anything else you can help with.
Are all calls recorded?
Yes. You’ll receive a transcript and recording of every call — accessible anytime.
Can I use my own number for Virtual Call Team?
No, but we're working on getting this implemented.