01 · Capture every lead
Phone, email, and web-form leads land in your inbox with the AI doing first-pass triage. The AI voice receptionist is on Voice and Front Office; email lead handling is on Bundle and Front Office. No add-ons, no third-party answering services.
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
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 email reply, urgent-keyword detection, and an immediate owner alert.
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.
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.
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 an email confirmation. Every missed call creates a callback task. Every quoted job gets a 48-hour email follow-up. Every won job gets a Google review request 3 days post-completion.
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.
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, status updates keep dispatch current. If a customer no-shows, the appointment is flagged for rebooking and follow-up so the job does not disappear from the pipeline.
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.
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.
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.
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.
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 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.
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.
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.
| Feature | Solo | Voice | Visibility | Bundle | Front 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 / month | — | 100 | — | 200 | Unlimited |
| Spam & telemarketer auto-block | - | - | |||
| Returning-caller recognition | - | - | |||
| Emergency call-out to owner | - | - | |||
| Lead capture into your portal | |||||
| Hot-lead email + in-app alerts to owner | - | - | |||
| AI Lead Responder (handles forwarded emails) | - | - | - | ||
| Auto-booking on Google / Microsoft calendar | - | - | - | ||
| Plyrium-hosted appointment calendar | - | ||||
| Spam & vendor email filtering | - | - | - | ||
| Qualified leads / month | 25 | — | 50 | 200 | Unlimited |
| Google Business Profile management | - | - | |||
| AI review responses (Google auto, Yelp/FB drafts) | - | - | |||
| Google posts / month | — | — | 4 | 4 | 8 + monthly promo |
| Photo refreshes & Q&A seeding | - | - | |||
| SEO blog posts / month (email or WordPress) | — | — | 1 | 1 | 2 |
| 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 seats | 1 | 5 | 5 | 15 | Unlimited |
| Locations under one workspace | 1 | 1 | 1 | 3 | Unlimited |
| Monthly 1-page report | - | - | |||
| Quarterly 45-min strategy call | - | - | - | - | |
| Priority support - 1hr response SLA | - | - | - | - |