Calls, inquiries and past customers

CRM & automation

While you’re on a job, it answers the calls, inquiries and past customers that slip away. We set it up; you approve the wording.

Book a 15-minute callSee the plans

A working day, with it switched on

  1. 7:42 AMMissed-Call TextsA call you missed on a roof got a text back.
  2. 9:15 AMAI Text ReceptionistAnswered their questions and booked Thursday.
  3. 12:30 PMInstant Lead RepliesA website inquiry got an email back right away.
  4. 4:00 PMAppointment RemindersTomorrow’s customers got their reminder.
  5. 6:10 PMMore Google ReviewsYesterday’s job got a review request.
  6. 8:45 PMOnline BookingSomeone booked after hours, on their own.

Calls you can’t answer

  1. You’re on a job and can’t pick up. They get a text in your business’s name, right away.

    Missed-Call Texts

  2. Only facts you approved. It offers a time and books it.

    AI Text Receptionist

  3. A price you never gave? You get the question by email. It keeps answering the rest.

    AI Text Receptionist

  4. One text before the visit, so fewer people forget.

    Appointment Reminders

  5. The day after, one email asks for a Google review.

    More Google Reviews
(813) 555-0142Missed call · Mon 2:40 PMMissed
Text sent automatically · 2:40 PM

Demo RoofingSorry we missed your call - this is Demo Roofing. What do you need? Reply here and we’ll get right back to you. Reply STOP to opt out.

Do you replace gutters? I’m in Brandon.

Example AI replyYes, we replace gutters in Brandon. Estimates are free, Mon–Sat. Want me to find a time?

Thursday morning works. It’s Sam.

Example AI replyYou’re booked for Thursday at 9:00 AM, Sam. See you then.

How much for about 120 feet?

Example AI replyI’ll have Demo Roofing confirm the price and get back to you shortly.

Text · Thu 7:00 AM

Demo RoofingReminder: your appointment with Demo Roofing is coming up on Thursday, October 15, 2026 at 9:00 AM. Reply HELP for help, STOP to opt out.

Email · Fri 9:00 AM
Demo RoofingThanks for visiting, Sam! Mind leaving us a quick review?If you have a minute, we’d really appreciate a quick review.Leave a Quick Review
Example · fictional business · the real default texts and email · example AI replies

  • Missed-Call Texts

    Included in No More Missed Calls and No More Lost Jobs

    You miss a call. The caller gets a text in your business’s name right away, and the call is logged.

    • You approve the wording
    • Customers can reply STOP

  • AI Text Receptionist

    Included in No More Missed Calls and No More Lost Jobs

    When a customer texts back, it answers with facts you approved, finds a free time and books it.

    • It never quotes a price you didn’t give
    • Not sure? It emails the question to you

  • Voicemail Triage

    A caller presses 1 to leave a message.

    • You get the full transcript by email, word for word

  • Stalled Conversation Alerts

    A customer goes quiet for 24 hours after the AI’s last text.

    • One email a day lists them

Past customers

A carpenter in ear defenders checking a cut

Your past customers hear from you before they look elsewhere.

Ridgeline Roofingto Maria · Oct 14

Is it time we came back, Maria?

Hi Maria,

It has been a while since we did work for you — back in October 2025. We last looked after your gutters.

If you’re about due, we’d be glad to take care of it. Just reply to this email and we’ll find a time that works for you.

And if everything is running fine — no reply needed at all.

— Ridgeline Roofing

Sent by Ridgeline Roofing via Atomx.Pro · Atomx LLC, 30 N Gould St Ste N, Sheridan, WY 82801, USA
Unsubscribe from these emails

Ridgeline Roofingto Maria · Nov 3

High winds forecast Thursday

Hi Maria,

Gusts strong enough to move roofing are forecast Thursday. Most roofs come through fine; the damage that does happen is usually to something already loose.

A few things worth doing:

  • Bring in or tie down trash cans, patio furniture and anything light.
  • From the ground, look for lifted or missing shingles and loose flashing — please do not go up a ladder in wind.
  • Clear gutters if you can safely, so water has somewhere to go.

If anything does come loose, call us and we will get out to you. A small repair now is a great deal cheaper than water getting in.

— Ridgeline Roofing

Sent by Ridgeline Roofing via Atomx.Pro · Atomx LLC, 30 N Gould St Ste N, Sheridan, WY 82801, USA
Unsubscribe

Example · fictional business · the real email wording

  • Repeat Customers

    Included in No More Lost Jobs

    When a past customer is due again, one email in your business’s name asks if they’re due. Replies go straight to your inbox.

    • Checked daily. At most 25 a day, and never anyone more than 30 days overdue
    • If there’s no cycle, it sends nothing rather than guess
    • An unsubscribe link in every email

  • Seasonal Check-Ins

    Included in No More Lost Jobs

    Before a freeze, a heat wave, high winds or heavy rain, past customers get practical advice in your business’s name. No offer, no discount.

    • A freeze (32°F or below), 95°F heat, 45 mph gusts or a day of heavy rain
    • 18 hours to 7 days ahead. Once per season for each kind of weather
    • You give a ZIP code once and choose which weather to watch

New inquiries and bookings

  1. Chatbot answers
  2. Lead reply email
  3. Booking and confirmation
  4. Reminder text
  5. Review email
  1. AI Website Chatbot

    Answers visitors on your website, day or night, from the facts you approved.

    • No approved price, no price quoted
    • Emails you every lead
    • Never claims a time is free
    Sample website for a fictional plumbing company, Tidewater PlumbingSample · fictional business
    Tidewater Plumbing AssistantTypically replies instantly

    Hi! Ask me anything about Tidewater Plumbing — what we do, our hours, or getting someone out to you.

    Do you replace water heaters? Could someone come out this week?

    Example AI replyYes, we repair and replace tank and tankless water heaters. I can’t see the calendar, but the booking form on this page shows every free time. Or leave your name and email and we’ll get back to you.

    Dan Reyes, dan@example.com

    Example AI replyThanks, Dan. I’ve passed that on and someone will be in touch.

  2. Instant Lead Replies

    Every inquiry gets an email back right away.

    • Sent in your business’s name
    • One follow-up after 24 hours
    • Replies reach your inbox
    Tidewater Plumbingto Dan · Oct 12, 8:41 PM

    Thanks for reaching out to Tidewater Plumbing

    Hi Dan, thanks for reaching out — we’ll follow up soon.

    You can also reach us directly at office@tidewater.example or (555) 010-0327.

    — Tidewater Plumbing

    Sent by Tidewater Plumbing via Atomx.Pro · Atomx LLC, 30 N Gould St Ste N, Sheridan, WY 82801, USA

  3. Online Booking

    Customers pick a time you’re free and get a confirmation email right away.

    • Uses Google Calendar busy/free only, never event details
    • Up to 60 days ahead
    Book a visit NameDan ReyesDateThursday, October 15 Time9:00 AM9:30 AM10:30 AM11:00 AM1:30 PM Yes, text me appointment reminders about this booking at the number above. Request appointment Busy times in the owner’s Google Calendar aren’t offered.
    Tidewater Plumbingto Dan · Oct 12, 8:44 PM

    Appointment confirmed with Tidewater Plumbing

    Hi Dan Reyes,

    Your appointment with Tidewater Plumbing is confirmed for:

    Thursday, October 15, 2026 at 9:00 AM

    You’ll get a text reminder shortly before it’s time. See you then!

  4. Appointment Reminders

    One reminder before the visit: 2 hours ahead, or the time you choose.

    • A text if they checked the box
    • An email if they didn’t
    • Reply STOP to opt out
    Text message · Thu 7:00 AM · to Dan

    Reminder: your appointment with Tidewater Plumbing is coming up on Thursday, October 15, 2026 at 9:00 AM. Reply HELP for help, STOP to opt out.

  5. More Google Reviews

    The day after the visit, one email asks every customer for a Google review.

    • From bookings, Jobber or Housecall Pro
    • Unsubscribe link in every email
    Tidewater Plumbingto Dan · Oct 16

    Thanks for visiting, Dan! Mind leaving us a quick review?

    Hi Dan, thanks for choosing Tidewater Plumbing!

    If you have a minute, we’d really appreciate a quick review.

    Leave a Quick Review

    Thanks again!

    Sent by Tidewater Plumbing via Atomx.Pro · Atomx LLC, 30 N Gould St Ste N, Sheridan, WY 82801, USA
    Unsubscribe from review requests

All five are included in No More Lost Jobs.

Example · fictional business · the real email and text wording · example AI replies

Built-in safeguards

Network cables plugged into a server patch panel
Safe to switch on, and safe to leave running.
  • Your calendar stays private. Atomx sees only when you’re busy or free, never what the event is.
  • STOP means stop. A customer who replies STOP gets no more texts from your number, and the AI receptionist stops answering them.
  • You say yes first. Our setup rule: you read every message before it goes out in your name, and nothing is switched on until you say yes.
  • No price you didn’t give it. The chatbot and the text receptionist quote only prices you approved. None approved, none quoted.
  • A person when it matters. An emergency, a complaint, a price you haven’t approved or a question it can’t answer: the text receptionist tells the customer someone will be in touch, and emails you.
  • Unsubscribe on every marketing email. Review requests, follow-ups, Repeat Customers and Seasonal Check-Ins all carry a one-click unsubscribe.

You can pause any automation, or all of them, from your client portal.

How it’s wired

We connect it. You install nothing.

It works with what you already use, and nothing goes live until you approve the wording.

  1. Your phone

    Calls you can’t answer forward to Atomx. No app, no new phone.

  2. Text back

    The caller gets a text in your business’s name, right away.

  3. AI receptionist

    Answers their texts with facts you approved and books them in. Hands over when it’s not sure.

  4. Your calendar

    Google Calendar, if you use it. Atomx sees only busy/free time, never event details.

  5. Jobber or Housecall Pro

    If you use one, it tells Atomx when a job is done.

  6. Google review

    Your customer gets an email asking for a Google review.

See every price and the terms →

05 · Coming next

Our own CRM is on the way.

Every lead, job and follow-up in one place, set up by us for your trade. Estimates and invoices stay where you do them today.

Book a call

It joins No More Lost Jobs when it’s ready, at no extra price. See the plans

  • Pipelines

    Each job from new lead to done, in stages set up for your trade.

  • Contacts and your team

    Every caller, texter and past customer, with where they came from, and who on your team has each lead.

  • Fields and tags

    The details you care about, like roof type or the last service date.

  • Calendars

    Estimates and jobs on separate calendars, for one crew or several.

  • Follow-ups

    Texts and emails that go out on their own until the customer answers.

  • Forms, alerts and a survey

    Three ready-made forms, an alert the moment one comes in, and a short survey after each job.

Does your website need work too?

We build it, you check every page, and you pay only once you approve the finished site.

See website design

Not sure where to start?

Book a 15-minute call. We’ll tell you which automations would help your business, or tell you straight if none would.

Book a 15-minute call

Need something else? We can build a custom automation for your business, priced separately.

  1. Where you lose jobsTell us where calls, inquiries or past customers slip through the cracks.
  2. What would helpWe point out the automations that fix it, and skip the ones you don’t need.
  3. What it costsThe price, the 14 free days, and what happens next. No sales pitch.