Every call, lead, and booking—wired into the tools that run your business.
Track every phone number, text, web form, email, and Meta Lead Ad in one workspace—then choose the industry track built for your operation:
Electrical, plumbing, HVAC & service shops. Two-way Housecall Pro sync, real drive-time slot booking, rescheduling & cancellation, warm transfer whispers, outbound campaign playbooks, LSA dispute packs, and two-tier Team Scorecards & Payroll.
Detox/residential, IOP/PHP & mental health centers. HIPAA mode & BAA gate, CA recording disclosure, VOB forms with zero ad-pixel leakage, Dazos webhooks, and Kipu EHR sync.
Have an invitation? Sign in to open your workspace.
Live workspace preview across call tracking, AI receptionist booking, Housecall Pro, and Kipu EHR attribution.
Two specialized industry tracks—plus standalone scorecards and a complete omnichannel core
Whether you dispatch trucks in Housecall Pro or manage admissions in Kipu EHR and Dazos, Built to Ring configures your workspace around the exact workflows your team runs every day.
Electrical, plumbing, HVAC & service companies
Built around Housecall Pro—on both Max API and standard plans
Match every call, text, email, web form, and Meta Lead Ad to the right Housecall Pro customer without creating duplicates. Book, reschedule, and cancel real technician slots with drive-time math and track every lead through paid invoices.
- Two-way Housecall Pro sync (direct API or browser/cloud-worker bridge)
- Real-time HCP slot booking, rescheduling & cancellation with drive times and service-area ZIP checks
- Per-job-type rules (book, estimate, quote range, dispatch fee, permit, warm transfer)
- Zero dead-air spoken tool fillers, warm transfer whispers, and post-call booking confirmation & recovery SMS
- Outbound campaign playbooks, voicemail detection scripts & Job Request Approval Inbox with shop drive distance
- Customer photo & video upload links attached directly to the HCP job
- Emergency hazard triage, automatic on-call SMS rotation & Google LSA dispute packs
Detox, residential, IOP/PHP & mental health
HIPAA compliance, VOB forms, Dazos CRM webhooks & Kipu EHR sync
Run a single treatment center or a multi-facility group under one login with strict industry isolation, signed BAA gating, ad-pixel suppression on VOB forms, and EKRA-compliant flat-rate attribution.
- Multi-facility group switcher (Detox/Residential, Outpatient IOP/PHP, Mental Health)
- HIPAA mode with signed BAA gate, PHI access audit logs & retention auto-purge
- Per-number California all-party recording disclosure greeting
- Confidential contact & Verify Insurance (VOB) forms with zero ad-pixel leakage
- PHI-safe instant SMS/email auto-replies that block clinical keywords
- Virtual admissions assistant with 988/911 crisis transfer & operational scoring
- Signed Dazos Admissions CRM webhooks & Kipu EHR source-to-admission attribution
Housecall Pro team scorecards, payroll & truck stock
Use inside your phone workspace or as a standalone dashboard without phone service
Turn raw Housecall Pro jobs, estimates, and invoices into live executive KPIs, expandable two-tier trade sub-categories, technician close-rate scorecards, automated commissions and spiffs, and warehouse truck restock lists.
- 4 headline KPIs: Completed job revenue, Completed jobs, Average ticket & Callbacks
- 7 executive work categories with expandable trade sub-categories (Electrical, HVAC & Plumbing)
- Raw Housecall Pro mode by default + optional trade data-hygiene cleanup rules
- Technician scorecards with both Sent close % and Quoted close %
- 9 tabs: Scorecards, Job report, Repair sales, Add-ons, Lead payroll, Sales & QC, Installer pay, Tips & Access
- Split (1/N) vs. Full (100%) multi-tech credit, owner exclusions & warehouse truck stock CSVs
- Tokenized read-only public report links scoped by tab or technician
Omnichannel speed-to-lead, AI inbox & mobile dialer
Numbers, texts, forms, Meta Lead Ads, email, CallRail import & MCP
Everything your front office needs to answer faster: local tracking numbers, missed-call text-back with repeat-caller counters, instant Meta Lead Ad bridges, team call intelligence, AI email drafting, and a mobile dialer app.
- Meta Lead Ads speed-to-lead: instant SMS/email + staff whisper bridge or AI outbound call
- Job Request Approval Inbox with customer dossiers, shop drive distance & one-click AI outbound dial
- Team Call Intelligence tab with per-CSR conversion rates, CSR scores (0–100) & coaching highlights
- Missed-call text-back & repeat-caller queue badge (×2, ×3) with auto-resolution
- AI email inbox (Gmail, Microsoft 365 & forwarding) with rule-guided reply drafts & quiet-hours protection
- Unlimited recording vault, one-click .zip export, resumable CallRail importer & >1,000-contact server search
- Guided 4-step A2P 10DLC wizard, Mobile Dialer PWA & Claude / ChatGPT remote OAuth 2.0 MCP connector
Two-way Housecall Pro sync, call-to-revenue attribution, and LSA dispute packs
Built for electrical, plumbing, HVAC, and home service companies. Connect Housecall Pro via direct API (Max plan) or our Browser & Cloud-Worker Bridge (non-Max plans). Every call, text, email, web form, and Meta Lead Ad resolves the right customer without creating duplicates and links directly to estimates, jobs, and paid invoices.
- Strict phone → email → fuzzy street/ZIP customer matching that never creates duplicate Housecall Pro records
- Mirrors 30-day active customers, 14-day technician schedules, job types, estimates, and paid invoices
- Call-to-revenue attribution with new vs. returning customer split, untagged HCP job enrichment, and cost per booked job
- Team Call Intelligence tab on the dashboard with per-CSR booking conversion, average CSR score (0–100), and coaching highlights
- Google Local Services Ads (LSA) dispute pack flags wrong numbers, out-of-area calls, and unserviced job types with copy-ready reasons
- Trade-specific presets for electrical, HVAC, plumbing, and general service contractors
Team scorecards, two-tier service taxonomy, commissions, payroll & truck stock
Turn Housecall Pro job, estimate, and invoice data into an executive command center. Available as an add-on inside your phone workspace or as a standalone package for Housecall Pro shops that do not need phone service.
- 4 headline KPIs: Completed job revenue, Completed jobs, Average ticket, and tagged Callbacks
- 7 executive work categories with expandable trade sub-categories (Panel upgrades, EV chargers, HVAC installs, Tankless water heaters, Drain clearing & more)
- Raw Housecall Pro mode by default, plus opt-in trade templates and messy-data cleanup rules with transparent Adjusted badges
- 9 tabs: Scorecards (Sent close % & Quoted close %), Job report, Repair sales, Add-ons, Lead payroll, Sales & QC, Installer pay, Tips, and Connection & access
- All-trucks warehouse pull list and per-technician truck stock restock CSV exports from materials used
- Tokenized read-only public share links scoped to specific tabs or an individual technician
HIPAA compliance, VOB insurance forms, Dazos webhooks & Kipu EHR attribution
Purpose-built for single treatment centers and multi-facility behavioral health groups. Enforce a signed BAA gate before any PHI is recorded or stored, capture Verify Insurance (VOB) forms without leaking ad pixels, and follow every inquiry from marketing source through Kipu EHR admission status.
- Multi-facility group support (Detox & Residential, Outpatient IOP/PHP, Mental Health & Dual Diagnosis) with one-click facility switching
- Account-level HIPAA mode with BAA gate, role-based PHI restrictions, full PHI access audit logs, and configurable retention auto-purge
- Per-number California all-party recording disclosure greeting played automatically before connecting the call
- Confidential Contact and Verify Insurance (VOB) forms that suppress Google Analytics, GTM dataLayer, and Meta ad pixels
- Privacy-safe SMS and email auto-replies that block clinical keywords (detox, rehab, addiction, mental health, diagnosis)
- Signed Dazos Admissions CRM webhooks and Kipu EHR milestone sync (EKRA-compliant flat-rate subscription with zero per-lead or per-admission fees)
An AI receptionist that books, reschedules, and cancels real slots, whispers warm handoffs, and runs outbound playbooks
More than a message-taker. For trades, the voice agent checks your service-area ZIPs, reads your live Housecall Pro schedule and drive times, books or reschedules appointments, speaks natural tool fillers so there is zero dead air, whispers a briefing to staff before warm transfers, and sends post-call SMS confirmations. For behavioral health, it acts as a virtual admissions assistant with 988/911 crisis transfer.
- Live slot booking, rescheduling & cancellation (A1): checks Google Maps / road-speed drive time from each tech’s prior job, offers the 3 best slots, or reschedules/cancels existing jobs in Housecall Pro
- Per-job-type rules & service-area ZIP pre-checks (A2): verify service-area postal codes upfront and decide per job type or level of care whether to book, set an estimate, quote a range, charge a dispatch fee, or warm-transfer
- Zero dead-air fillers, warm transfer whispers & in-call SMS: speaks natural status phrases during tool lookups, whispers caller name & reason to staff before connecting a transfer, and texts links or confirmations on the call
- Automated post-call SMS follow-up & recovery: sends instant booking confirmation texts and optional missed-booking recovery SMS with quiet-hours & HIPAA clinical-keyword guards
- Outbound playbooks, voicemail detection & Job Request Inbox (A6): 4 outbound presets (Estimate follow-up, Missed-call callback, Appointment confirmation, Service reminder), custom voicemail scripts, IVR keypad navigation, and a self-healing campaign queue
- Interactive 'Talk to this draft' live simulator & Supervisor fix promotion (A8): test inbound/outbound drafts by voice or text with tool traces and latency badges, and promote Supervisor QA fixes into your draft in one click
Answer Facebook & Instagram leads, web forms, emails, and missed calls in seconds
When a homeowner submits a Meta Lead Ad or website form—or a family calls after hours—Built to Ring responds immediately with compliant texts and emails, dials your staff with a whisper bridge, or dispatches your AI voice agent.
- Meta Lead Ads speed-to-lead: real-time Facebook & Instagram ingestion, instant SMS/email, and immediate staff whisper bridge ('Press 1 to connect') or AI outbound call
- Meta Conversions API (CAPI) feedback for Home Services—and strict CAPI/pixel blocking for Behavioral Health & HIPAA accounts
- Embeddable web forms & universal webhook (Webflow, WordPress CF7, WPForms, Gravity Forms, Elementor) with 30-day UTM/gclid/fbclid attribution and AI spam quarantine
- AI Email Inbox (Gmail, Microsoft 365 & forwarding) classifies leads vs. vendors/spam and drafts rule-compliant replies for one-tap approval
- Missed-call text-back and repeat-caller callback counter (×2, ×3 badge) that resolves automatically when your team calls or texts back
- Scheduled texts and emails with quiet-hours protection that automatically defers night messages to 8:00 am
One customer timeline, your own recording vault, a mobile dialer, and an AI assistant connector
Every interaction lives on a single chronological profile. Keep lifetime ownership of your recordings, bring over your historical CallRail data, dial from the truck with our mobile app, and let your team query calls and customers directly from Claude or ChatGPT.
- Unified Customer Timeline (C7): calls, AI summaries, CSR/admissions scores, texts, emails, forms, uploaded photos, and HCP jobs or Kipu milestones in one view
- Recording Vault & CallRail Importer (C4): unlimited retention, one-click .zip archive export, and resumable, deduplicated CallRail history import
- Mobile Dialer PWA (C12): install Built to Ring on iOS or Android with tracking-number caller ID, two-hop click-to-call, text inbox, and push notifications
- Claude & ChatGPT Remote MCP Connector (C11): OAuth 2.0 MCP server with per-employee read/write grants and full tool audit logging
- Guided 4-step A2P 10DLC business texting registration wizard (C9) with carrier remediation guidance
How it works
Go live the same day—whether you are wiring a full trade dispatch workspace, a HIPAA admissions center, or a standalone Housecall Pro scorecard dashboard.
- 1
Choose your track and specialty
Pick Home Services & Trades (electrical, HVAC, plumbing, or general service), Behavioral Health (detox/residential, IOP/PHP, or mental health), or Standalone Team Scorecards. Your forms, call scoring, and agent rules pre-configure automatically.
- 2
Connect your tools and numbers
Link Housecall Pro (API or non-Max browser bridge) or Kipu EHR and Dazos CRM. Connect Meta Lead Ads and Gmail/Microsoft 365, import your CallRail history, and pick local tracking numbers for each campaign.
- 3
Launch your AI receptionist and speed-to-lead
Scan your website to seed FAQs, customize per-job-type rules and outbound playbooks, talk to your draft live in the voice/text simulator with tool traces, and turn on post-call SMS confirmations and instant Meta lead callbacks.
- 4
Track revenue, admissions, and scorecards
Follow every call, text, and form to paid Housecall Pro invoices or Kipu admissions, promote Supervisor QA fixes into your agent draft in one click, and run two-tier technician scorecards, payroll commissions, and truck stock pull lists.
Packages, industry tracks, and transparent usage pricing
Start on pay-as-you-go call tracking, choose a complete industry suite for Home Services or Behavioral Health, or run Housecall Pro Team Scorecards & Payroll as a standalone package.
Core call tracking
/ month base + usage
Local tracking numbers, call flows, recordings, transcripts & SMS inbox
- $3.00 / month per local tracking number (prorated daily)
- Call flows with business hours, menus, ring groups, and whisper
- Unlimited recording & transcript vault + one-click .zip export
- Resumable CallRail history importer (calls, recordings & transcripts)
- Two-way SMS inbox, saved replies, and missed-call text-back
- Repeat missed-call callback counter (×2, ×3 badge) & A2P wizard
- Installable Mobile Dialer PWA & Claude / ChatGPT MCP connector
Home services & trades suite
/ month + telecom usage
Electrical, plumbing, HVAC & home service companies on Housecall Pro
- Everything in Core call tracking included
- Two-way Housecall Pro sync (Max API + non-Max browser/worker bridge)
- Anti-duplicate customer matching (phone → email → fuzzy street/ZIP)
- Call-to-paid-invoice revenue attribution & new vs. returning customer split
- Google Local Services Ads (LSA) dispute pack with copy-ready reasons
- AI call summaries, CSR scoring (0–100), and daily missed-opportunity digest
- Meta Lead Ads speed-to-lead (instant SMS/email, whisper bridge & Meta CAPI)
- Embeddable web forms, AI email inbox & quiet-hours scheduled sends
HCP team scorecards & payroll
/ month standalone ($49.00/mo add-on)
Housecall Pro scorecards, commissions, spiffs & truck stock—no phone service needed
- Works as a standalone Housecall Pro dashboard or inside your phone workspace
- 4 executive KPIs: Completed job revenue, Completed jobs, Avg ticket & Callbacks
- 7 work categories in raw Housecall Pro mode + optional trade cleanup rules
- Technician scorecards with both Sent close % and Quoted close %
- 9 tabs: Scorecards, Job report, Repair sales, Add-ons, Lead payroll, Sales & QC, Installer pay, Tips & Access
- Split (1/N) vs. Full (100%) multi-tech credit & owner/admin job exclusions
- All-trucks warehouse pull list, per-tech truck stock CSVs & shareable links
Behavioral health & HIPAA suite
/ month per facility ($499.00/mo 3-facility group)
Detox, residential, IOP/PHP & mental health treatment centers
- HIPAA mode with signed BAA gate, role-based PHI access & full PHI audit logs
- Configurable PHI retention auto-purge & California recording disclosure
- Confidential Contact & Verify Insurance (VOB) forms with ad-pixel suppression
- Privacy-safe instant SMS/email auto-replies (blocks clinical keywords)
- AI admissions call insights (self vs. loved one, level of care, payer, outcome)
- Signed Dazos Admissions CRM webhooks & Kipu EHR admission milestone sync
- Meta Lead Ads speed-to-lead with CAPI/pixels strictly blocked under HIPAA
Options & modular add-ons
Add any module to a pay-as-you-go workspace, or pair the AI Receptionist and Team Scorecards with your industry track.
AI receptionist & voice agent brain (A1–A11)
$79.00 / mo + $0.18 / AI minReal-time Housecall Pro slot booking, rescheduling & cancellation with drive time, service-area ZIP checks, spoken tool fillers, warm transfer whispers, post-call SMS confirmations & recovery, customer photo/video upload links, emergency on-call tech paging, 988/911 crisis transfer, outbound playbooks & voicemail detection, interactive draft simulator, Supervisor AI circuit breaker with one-click draft fixes, and bilingual Spanish mode.
Team scorecards, payroll & truck stock add-on (D1)
$49.00 / monthAdd all 9 Housecall Pro scorecard, commission, spiff, installer pay, and truck stock tabs to an active Home Services phone workspace (or $99.00 / month standalone without phone service).
Housecall Pro two-way sync & revenue attribution (C1 + C3)
$49.00 / monthIncluded in Home services & trades suite, or add a la carte to Core call tracking for API/bridge customer matching and call-to-invoice attribution.
AI call scoring, daily digest & LSA dispute pack (C5 + C10)
$29.00 / mo + $0.02 / callIncluded in Home services & Behavioral health suites, or add a la carte to Core call tracking for CSR/admissions scoring and Google LSA dispute reasons.
Web forms, VOB forms, Meta Lead Ads & AI email inbox (C2 + C13)
$29.00 / monthIncluded in Home services & Behavioral health suites, or add a la carte to Core call tracking for embeddable forms, instant Meta whisper bridge, and AI email drafting.
Multi-facility behavioral health group bundle
$499.00 / month (up to 3 facilities)Run Detox & Residential, Outpatient IOP/PHP, and Mental Health centers under one login with instant facility switching. Additional facilities are $149.00 / month each.
Metered telecom & AI rate card
Your plan’s monthly base, number rental, call minutes, and text segments are shown separately. Check your account’s rate card and month-to-date estimate any time under Settings → Billing.
- Each call rounds up to the next whole minute
- Numbers are prorated by the day you add or release them
- Usage is itemized by number, minutes, and texts
- Behavioral Health plans are 100% flat-rate and EKRA compliant (zero per-lead or per-admission fees)
- Site-management package accounts support up to a 100% package discount on billing statements
- Standard monthly base
- $0.00 / month
- Local tracking number
- $3.00 / month
- Inbound call minute
- $0.07
- Outbound call minute
- $0.05
- Text message segment
- $0.03
- AI voice receptionist minute
- $0.18
- AI call summary & scorecard
- $0.02 / call
Standard call-tracking and AI usage rates. Your account’s active rate card and any site-management package discount appear in Settings → Billing.
Questions people ask first
How do the Home Services & Trades and Behavioral Health tracks differ?
When you create a workspace, you pick your industry track. Home Services & Trades accounts (electrical, plumbing, HVAC, and service companies) get Housecall Pro sync, real-time technician slot booking with drive time, customer photo upload links, Google LSA dispute packs, and Team Scorecards & Payroll. Behavioral Health accounts (detox/residential, IOP/PHP, and mental health) get HIPAA mode with BAA gating, California all-party recording disclosure, VOB insurance forms with ad-pixel suppression, 988/911 crisis transfer rules, and Dazos CRM + Kipu EHR sync. Each track hides irrelevant tools from the other.
Does Housecall Pro sync require the Housecall Pro Max plan?
No. If you have the Housecall Pro Max plan, Built to Ring connects directly via API and webhooks. If you are on a standard non-Max plan, our Browser & Cloud-Worker Bridge mirrors your 30-day customer list and 14-day schedule and books jobs without requiring an API tier upgrade. In both modes, strict phone, email, and fuzzy address matching prevents duplicate customers.
Can I use the Housecall Pro Team Scorecards & Payroll dashboard without phone service?
Yes. Team Scorecards & Payroll can be enabled as a $49.00/month add-on inside a Home Services phone workspace or purchased as a $99.00/month standalone package with phone features hidden. It includes 9 tabs (Scorecards, Job report, Repair sales, Add-ons, Lead payroll, Sales & QC, Installer pay, Tips, and Access), raw Housecall Pro mode or trade cleanup rules, and truck stock restock pull lists.
How does Behavioral Health handle HIPAA, VOB forms, Kipu EHR, and EKRA compliance?
Behavioral Health workspaces gate all PHI (recordings, transcripts, AI insights, VOB submissions, and CRM/EHR sync) behind a signed BAA, enforce role-based access and PHI view audit logs, and auto-purge records past your retention window. VOB forms automatically suppress Google Analytics, GTM, and Meta pixels, and auto-replies block clinical keywords. Signed webhooks push leads to Dazos CRM, while Kipu EHR syncs admission milestones back for attribution. Billing is a flat $199.00/month per facility ($499.00/month for a 3-facility group) with zero per-lead or per-admission fees for full EKRA compliance.
How does the AI receptionist book jobs and handle emergencies?
For trade shops, the AI receptionist verifies your service-area ZIPs, reads your live Housecall Pro schedule, calculates drive time from each technician’s preceding job or your shop, and offers the 3 best open slots—or reschedules and cancels existing appointments on the call. It speaks natural tool filler phrases so there is zero dead air, whispers a caller briefing to your staff before warm transfers, texts customers photo upload links and post-call booking confirmations, and pages your on-call tech rotation via SMS when it detects electrical, HVAC, or plumbing hazards. For treatment centers, it acts as a virtual admissions assistant and immediately provides 988/911 guidance plus a warm transfer on any crisis mention.
What happens when a Facebook or Instagram Meta Lead Ad comes in?
Built to Ring ingests the Meta Lead Ad in real time, matches or creates the contact, sends an instant text and email, and can immediately call your staff with a whisper bridge ('Press 1 to connect to this lead') or place an outbound AI voice agent call within seconds. For Home Services, booked outcomes can report back via Meta Conversions API (CAPI); for Behavioral Health, CAPI and ad pixels are strictly blocked.
Can I bring my existing CallRail history and keep my recordings?
Yes. The Recording Vault keeps unlimited recordings and transcripts with one-click .zip archive exports, and our resumable CallRail importer brings over your historical calls, recordings, transcripts, and contacts without creating duplicates.
How does the Claude and ChatGPT connector work?
Admins can enable the remote OAuth 2.0 MCP connector and grant read or write permissions per employee. Connected team members can ask Claude or ChatGPT to search calls, read transcripts, check customer timelines, review form leads, or send texts—with every tool call recorded in your audit log.
Do I keep my numbers, and can I call or text from my phone?
Yes. Every tracking number stays yours for as long as it is on your account, prorated to the day. You can forward calls to your cell, ring a group, or install the Built to Ring Mobile Dialer app on your home screen to place outbound calls showing your tracking number as caller ID and receive push alerts for missed calls and texts.
How am I billed?
You can start on Pay-As-You-Go Call Tracking ($0.00/month base + $3.00/month per number, $0.07/inbound min, $0.05/outbound min, and $0.03/SMS segment) and add individual modules, or choose the $149.00/month Home Services Suite, $99.00/month Standalone Team Scorecards, or $199.00/month Behavioral Health Suite. Every charge is itemized in Settings → Billing.