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Every capability, by stage

From first call to final payment - in six stages.

Same operations workflow as ServiceTitan, Jobber, and Housecall Pro: capture, organize, schedule, sell, collect, grow. With AI receptionist, GBP autopilot, and a free public Growth Audit included instead of bolted on.

01 · Capture every lead02 · Organize who they are03 · Schedule + dispatch04 · Sell - quotes that close05 · Get paid faster06 · Grow - reviews, GBP, reportsWhat’s in each plan
capture

01 · Capture every lead

Phone, SMS, email, web form - every lead lands in your inbox with the AI doing first-pass triage. The AI voice receptionist is on Voice and Front Office; the email + SMS lead handler is on Bundle and Front Office. No add-ons, no third-party answering services.

Available on:VoiceVisibilityBundleFront Office

Inbound calls - answered in under 1 second, 24/7

Calls forward to a number Plyrium provisions and route through Vapi + Anthropic. The AI receptionist answers in under one second - faster than your office manager would on the best day. Works at 2am, on weekends, on holidays. Multiple simultaneous calls each get their own session - no hold music, no missed callers during a heat-wave spike.

  • 10 voice options previewable in-portal before launch
  • Custom name + greeting per shop, dedicated phone number per business
  • Concurrent calls - every caller answered in <1 second, no queue

Two-way SMS conversations

If a caller texts your line, the AI carries on a multi-turn conversation just like a human would. Books the appointment, answers price questions, sends quotes. SMS threads are visible in /portal/leads with full transcripts.

Inbound email lead capture

Forward any provider email (Gmail, Yahoo, Apple, your domain) to your Plyrium intake address. We parse the contact, classify intent, send an auto-reply within 90 seconds, and create a lead row. Works with any provider - no MX-record changes.

Web form intake

Drop a Plyrium form on your website (or use one we host at your subdomain). Submissions become lead rows with a 90-second auto-reply, urgent-keyword detection, and immediate SMS notification to the owner.

Real-time urgency classification + owner escalation

If a caller says "flooding," "no heat," "gas smell," or any of ~40 urgent triggers, the AI ends the booking flow, calls your cell directly within 60 seconds, and warm-transfers the caller to you. Non-urgent jobs go straight to your calendar.

  • Urgency triggers tuned per trade (HVAC, plumbing, roofing, electrical)
  • Owner-call retry: rings up to 3 numbers in fallback order
  • Customer hears a soothing hold message, not a robotic transfer

Spam + telemarketer auto-block

We maintain a per-account block list and a global telemarketer fingerprint database. Robocalls are dropped before the AI even picks up. Saves you call minutes and keeps your call log clean.

Returning-caller awareness

When a known customer calls back, the AI greets them by name, references their last appointment, and skips the "what's your address" question. Feels like talking to your office manager - because it is, just better.

Carrier setup wizard (no number porting)

We generate the exact dial codes for AT&T, Verizon, T-Mobile, Spectrum, Frontier, and 15+ other carriers. Type your forwarding number once and we'll show you the four-button sequence to dial. Most contractors complete the setup in under 12 minutes without leaving the portal.

organize

02 · Organize who they are

Contractor CRM with full customer history, lead pipeline, multi-property tracking, multi-user accounts with per-feature permissions. The backbone the rest of the system runs on.

Available on:All plans

Contractor CRM with full customer history

Every customer record shows lifetime value, every appointment they've had, every quote sent, every invoice paid (and unpaid), every job photo, every tech who's been to the property. Search by name, phone, email, or address. Multi-property tracking for customers with rental units.

Lead pipeline (drag-and-drop kanban)

New → Qualified → Quoted → Won / Lost. Drag a lead between columns to update status; column totals roll up estimated dollar value so you see the size of your pipeline at a glance. Click any card for full lead detail + transcripts.

Lead detail view with full action set

Mark spam, archive, classify (HVAC vs plumbing vs other), inline-edit name/phone/email/notes, see complete email history, one-click resend, manually escalate to owner, attach photos. Every action is audit-logged.

Multi-user accounts with per-feature permissions

Owner, dispatcher, tech, billing, viewer roles - each with sensible defaults and per-member overrides. Last-owner protection prevents accidentally locking yourself out. Add your spouse, your senior tech, your accountant, your virtual assistant - each sees only what they need.

After-call follow-up automation

Every booked appointment gets a confirmation SMS + email. Every missed call gets an apology text + callback link. Every quoted job gets a 48-hour follow-up. Every won job gets a Google review request 3 days post-completion.

schedule

03 · Schedule + dispatch

Multi-tech scheduling with map view, real two-way calendar sync, drive-time-aware routing, tech mobile day-view with offline queue. Never overbook, never misroute.

Available on:BundleFront Office

Two-way Google + Microsoft 365 Calendar sync

Real OAuth integration. Events the AI books appear on your calendar instantly. Events you add manually block the AI from booking over them. Round-trip latency is typically under 5 seconds.

  • Google Calendar (OAuth 2.0)
  • Microsoft 365 + Outlook Calendar
  • Apple iCloud Calendar via CalDAV

Multi-tech dispatch with map view

Day view shows every tech's route on a Google Map with numbered pins, drive-time annotations, and drag-to-reschedule. Lane-split when two appointments overlap so you never lose a row to visual stacking. Drive-time-aware routing means the AI never books a job 90 minutes across town when you have a tech 5 minutes away.

Service-duration aware booking

Every service in your catalog has an expected duration. Tune-ups get 60 min, full installs get 4 hours, drain clears get 90 min. The AI never books a 30-min slot for a job that takes 4 hours.

Tech mobile day-view (PWA + native)

What your tech sees on their phone: today + tomorrow's appointments grouped, a route map with numbered pins, total miles for the day, and a big "Directions to next" button that hands off to Google Maps. Offline queue keeps working in basements + crawl spaces - actions sync when signal comes back. Same code on iOS, Android, and web.

Late + no-show recovery

If a tech is running late, we auto-text the customer with a real-time ETA. If a customer no-shows, we auto-text a rebook link + reach out 24 hours later to recover the appointment. Recaptures roughly 30% of would-be lost jobs.

Plyrium-hosted scheduling fallback

Don't have a calendar? Don't want to connect one? We host a scheduling page for you with your hours, services, techs, and prices. Customers book directly. Bookings sync to a CSV-export-ready dashboard in your portal.

sell

04 · Sell - quotes that close

Quotes with reusable templates, Good/Better/Best 3-tier proposals, optional add-ons, change orders signed in 30 seconds. Pricing book keeps every channel - phone, truck, invoice - quoting the same numbers.

Available on:All plans

Quotes with reusable templates + clone

Pre-build templates for your top 5-10 job types. Cloning a quote off the truck takes 30 seconds: pick template, edit address, send. Customers receive a clean web link with your branding, line items, terms, and an Accept button.

Good / Better / Best 3-tier proposals

The single highest-converting quote format in trades. The customer picks their level instead of getting one number. Plyrium pre-builds the structure: optional add-ons per tier, recommended-tier highlight, e-sign on accept. Average ticket size rises 20-40% vs single-line quotes per published industry data.

Pricing book / flat-rate menu

Pre-priced services so techs in the field don't quote off the cuff. The same pricing book drives the AI receptionist's answers when callers ask "how much for X?" - quote consistency from phone to truck to invoice.

Change orders mid-job

Tech finds the real problem after opening the wall. Pull up the existing quote on phone, add a line, e-sign in 30 seconds, customer receives the updated total before approving. No paper, no scope-creep arguments later.

collect

05 · Get paid faster

Invoices with Stripe-grade payments, save card on file with off-session re-charge, recurring service contracts with autopay, customer self-service billing portal, BYOPL for PayPal/Cash App/Square/Venmo.

Available on:BundleFront Office

Invoices with Stripe-grade payments built-in

Quotes auto-convert to invoices. Customer pays with a Stripe-hosted page on their phone - ACH, card, Apple Pay, Google Pay. Plyrium handles disputes, refunds, payment-method updates. No separate Stripe dashboard to manage.

Save card on file + off-session re-charge

Customer pays once and opts in to save their card. Future invoices get a "Charge ··4242" button. SCA / 3DS step-up is handled automatically; if it fails, we send a fresh invoice link instead of guessing.

Recurring service contracts (3 billing modes)

Weekly, biweekly, monthly cadences. Auto-invoice (draft per cycle), manual collect (you bill in person), or autopay (Stripe Connect subscription on saved card). Service contracts generate appointments 14 days ahead via cron - your schedule stays full automatically.

Customer self-service billing portal

Customer hits /me/<token> and sees their appointments, invoices, and a "Manage payment" button that opens a Stripe-hosted portal. They update their own card without you chasing them by phone for a card-on-file refresh.

Bring your own pay link (BYOPL)

Want to use PayPal, Cash App, Square, or Venmo? Drop a custom pay-link pattern in settings (e.g. https://paypal.me/yourshop/{amount}). Customers see a Pay-with-X button next to the Stripe button on their invoice. Plyrium doesn't process - we hand off.

Payment reminders + autopay-failed recovery

Past-due invoices get auto-nudged via email + SMS on a configurable cadence. Failed autopay charges trigger an email to the contractor AND directly to the customer with a fresh portal link to update their card. Closes the chase-the-customer-for-a-card-update loop.

grow

06 · Grow - reviews, GBP, reports

Auto-replied reviews in your voice, Google Business Profile autopilot (8 posts/month + photo + Q&A refreshes), monthly P&L reports, plus a free Growth Audit lead-gen tool prospects can request from your site.

Available on:VisibilityBundleFront Office

Every review answered, in your voice

5-star reviews get a thank-you in your tone. 1-star reviews get a professional de-escalation that protects your reputation. We monitor for new reviews every 4 hours and reply within the same business day. The AI learns your voice from past reply samples.

  • Google reviews: API-published replies
  • Yelp + Facebook: drafted replies, you click "send"
  • Per-account 30-day approval period before going fully autonomous

Google Business Profile autopilot

8 GBP posts per month auto-published using your service catalog, recent jobs, and local seasonality. Photos when available. Photo + Q&A + service-area refreshes on a cadence. Google rewards activity with rank - Plyrium keeps it consistent week over week.

Geo-targeted blog posts

Bundle and above include 4 geo-targeted blog posts per month tuned to your service areas (e.g. "AC tune-up Tucson summer 2026"). Posts auto-publish to your WordPress site if connected, otherwise emailed for manual paste.

WordPress auto-publish

Connect WordPress with an application password and we publish blog posts directly to your site with images, alt text, and meta descriptions. Falls back to email-delivery if the WP integration is not connected.

Free Growth Audit (lead-gen tool)

Public-facing scored audit prospects can request from your website. Plyrium scans their website + GBP + 3 nearest competitors and produces a 7-category scored PDF with 10 prioritized findings - each one deep-linking back into Plyrium. A lead magnet most contractors couldn't build themselves; Plyrium-original.

Monthly PDF report - emailed automatically

First of every month: a polished PDF showing leads captured, calls answered, appointments booked, reviews earned, posts published, and YTD trend lines. Sent to the owner email on file plus any extra recipients you add.

Daily digest email

Every morning at 7am local time: yesterday's calls, leads, bookings, new reviews, and anything that needs your attention. Skim it with coffee - handle the field with your hands free.

Quarterly strategy call (Front Office)

Front Office includes a 30-minute strategy call every quarter. Calendly link in /portal/billing. We pre-generate a prep doc with your account's recent metrics so the call is productive from minute one.

What’s in each plan

The full feature matrix. For dollar amounts, head to pricing.

FeatureSoloVoiceVisibilityBundleFront Office
Monthly price$49$149$249$699$1,199
Annual price (save ~1 mo)$45$137$229$641$1,099
AI Voice Receptionist (24/7)--
Calls included / month100200Unlimited
Spam & telemarketer auto-block--
Returning-caller recognition--
Emergency call-out to owner--
Lead capture into your portal
Hot-lead email + text alerts to owner--
AI Lead Responder (handles forwarded emails)---
Two-way SMS conversations with leads---
Auto-booking on Google / Microsoft calendar---
Plyrium-hosted appointment calendar-
Spam & vendor email filtering---
Qualified leads / month2550200Unlimited
Google Business Profile management--
AI review responses (Google auto, Yelp/FB drafts)--
Google posts / month448 + monthly promo
Photo refreshes & Q&A seeding--
SEO blog posts / month (email or WordPress)112
Recurring service contracts (3 billing modes)---
Stripe Connect autopay subscriptions---
Save card on file + charge later---
Customer self-service billing portal---
Bring your own pay link (Cash App / PayPal)
Tech mobile day-view (PWA + native)--
Dispatcher kanban + GPS tracking---
Tech time sheets (payroll-ready CSV)---
Parts inventory + low-stock alerts---
Pricing book (flat-rate menu)---
Job + truck expenses---
Customer database + service history
Quotes + invoices
Calendar integrations (Google / Microsoft)
Team member seats15515Unlimited
Locations under one workspace1113Unlimited
Monthly 1-page report--
Quarterly 45-min strategy call----
Priority support - 1hr response SLA----

Want to see it running?

Start a 14-day free trial. The first lead reply goes out the same day you onboard.