Assisted estimates
For trades, gather project information and documents, prepare the file and find estimate approvals.
Your client space, built around your work
Find requests, calls and upcoming decisions. Ask your receptionist a question and take the next step using your business information.
7 days, 20 answered calls, no card
Find what needs your attention
Your client space brings together calls, requests and appointments for your business. See what was collected, what was confirmed and what needs your decision.
Information follows your work: unit and resident in property management, vehicle in a repair shop, animal and owner in veterinary care, student in a school. Find the right file using the details that matter to your work.
Open a request to find its source, summary and missing details. Then return to what needs attention, on your phone or computer.
A look at your day
The exchange below illustrates a question you can ask your receptionist using information in your requests.
Before opening the shop, the owner checks which customers need a callback.
OwnerWhich requests are waiting for me?
ReceptionistOne request concerns a tire change; the tire size was not provided. Another describes a noise when braking and asks for an appointment. Both need a callback, and their contact details are recorded.
OwnerWhat do I need to check for the tire request?
ReceptionistThe tire size still needs confirmation. The customer gave their vehicle and availability; both are in the call summary. No appointment is confirmed yet.
The owner finds requests to follow up and the missing details. They can prepare callbacks without confusing a received request, a confirmed appointment and authorisation for repairs.
The result and its source
Useful information should be easy to find and understand.
- Review a request with its source and status, then the conversation it came from.
- Spot details to check before deciding.
- Ask about your authorised data; missing information remains unknown.
- Find a call’s summary and transcript, and its recording when available under the applicable conditions.
- Check your selected add-ons and usage in subscription settings.
Team and software permissions determine what information is available to each person.
The tasks you choose to add
Your industry and selected add-ons determine the work you find in your client space. Examples of additional tasks include:
Important decisions stay with you
Request states help distinguish what is complete from what still needs confirmation.
- A draft is not a sent message, and an appointment request is not a confirmed booking.
- Prices to approve, work to authorise and professional advice remain subject to your industry’s rules.
- Information saved in Zenvox is not automatically written to third-party software: that depends on the connection and authorised action.
- Asking your receptionist about your own data is different from delegating customer replies on optional channels.
If an action cannot complete, find the reason and request needing attention instead of a success confirmation.
Find your starting point
Understand how it works, choose tasks for your industry or use help to complete an action.
Your client space, built around your work