Capture every job enquiry, even when you’re on the tools.

What customers ask, and Chati answers

• “Do you cover my postcode?”
• “What’s your call-out charge?”
• “Are you Gas Safe registered?” and other accreditations.
• “Can you fit a new boiler next week?”
• “Do you give free quotes?”
• “Do you offer a guarantee on your work?”

What Chati hands to your team

• Gas leaks or emergencies.
• Quotes that need a site visit.
• Problems with a recent job.

For a suspected gas leak, Chati should always give the National Gas Emergency number, 0800 111 999, first. Add it to Extra instructions.

What to add to Chati’s knowledge

• Your website, including your services and areas pages.
• The towns and postcodes you cover, and any you don’t.
• Call-out charges, day rates and your typical prices, or how you price a job.
• Your accreditations, insurance and guarantees.
• How far ahead you’re booked, if you’re happy to share it.

Settings we recommend

• Tone of voice: Friendly or Casual.
• When it isn’t sure: take contact details.
• Lead capture: after the first answer, asking for name, phone, postcode and a short description of the job.
• Opening hours: set them to when you can return calls, so out-of-hours enquiries become leads.
• Extra instructions: “Don’t give a fixed price for work that needs a visit. Offer to arrange one.”

Be careful with

Don’t let Chati promise a price or a date it can’t keep. Put your typical prices and lead times in your knowledge, and tell it to offer a visit for anything else. Turn on email alerts for new leads so you see them between jobs.

Connect your systems

Popular custom builds for trades are job management software, diary and booking, and quote requests sent straight into the system you already use. See custom builds.