Built by operators. For operators.

A day with Ruth

One day in Housecall Pro. Run by Ruth.

Here’s a normal day at a shop that runs on Housecall Pro, and everything Ruth does inside it.

  1. 7:00 AMInbox
  2. 8:49 AMPhone
  3. 11:20 AMJob costs
  4. 2:05 PMEstimates
  5. 4:30 PMGetting paid
  6. 6:30 PMReviews
  1. 7:00 AMInbox

    Your inbox, cleared before you wake up.

    Customers reply to “on my way” texts and reminders all night. Ruth reads every reply in your Housecall Pro inbox and acts on it.

    • Customer replies pile up unread in the inbox.

      Every reply gets an answer, and you see what needs you.

    RuthYour phone

    Overnight, 23 customer replies came into your Housecall Pro inbox. I answered 19 and booked 2 jobs. 2 need you.

    Show me

    Lakeview Inn wants their maintenance visit moved to next week, and Harbor Rd asked for a second quote.

    Housecall ProInbox cleared23 replies handled overnight
  2. 8:49 AMPhone

    Calls become jobs in Housecall Pro.

    Ruth answers, books the visit on your Housecall Pro schedule with the job type and lead source filled in, and texts the customer the time.

    • You book jobs into Housecall Pro at night, from memory.

      Every call is a job with the right details.

    RuthKaren’s phone

    Thanks for calling Summit Home Services, Karen. You’re booked today between 1 and 3 for the water heater, and Mike will text when he’s on his way.

    Could you send a photo of the tank and the label on its side?

    Sure, sending now

    Housecall ProJob booked · 1 to 3 PMLead source: Google · Repair
  3. 11:20 AMJob costs

    Receipts land on the job.

    Your crew texts the receipt. Ruth adds it to the job in Housecall Pro and to your books in QuickBooks.

    • Supplier receipts fade on the dashboard.

      Every receipt is filed to its job the day you get it.

    RuthMike’s phone

    Picked up parts at Home Depot for 18 Birch

    Got it. $84.12 on the 18 Birch Ave job. Materials so far: $812.

    Housecall Pro18 Birch Ave · $812Materials, added to the job
  4. 2:05 PMEstimates

    Estimates from your price book.

    Ruth builds the estimate in Housecall Pro from your price book and sends it when you say yes. Then she follows up.

    • Every estimate waits until you’re free to price it.

      She sends a rough price from your pricebook.

    RuthYour phone

    Harbor Rd wants a quote for a tankless water heater. From your Housecall Pro price book: $4,200. Send the estimate?

    yes

    Sent from Housecall Pro. If they go quiet, I’ll follow up Thursday.

    Housecall ProEstimate sent · $4,200Harbor Rd · follow-up Thursday
  5. 4:30 PMGetting paid

    Get paid without chasing.

    When a job is marked done in Housecall Pro, Ruth sends the invoice. When one runs late, she emails, then calls, and gets a date.

    • Invoices go out when you remember.

      Invoiced the day the job is done.

    RuthYour phone

    Birch Ave is done. Invoice Karen

    Send it?

    yes

    Sent. And Oakview Dental promised Friday for the $3,200 that was late.

    Housecall ProInvoice #1048 sent · $2,150Oakview’s $3,200 promised Friday
  6. 6:30 PMReviews

    Reviews asked at the right moment.

    When a job closes well, Ruth checks with the tech, then sends the customer your review link.

    • Review requests go out when someone remembers.

      Every good job gets a review request.

    RuthYour phone

    Mike finished 14 Birch and says it went well. Send Karen your Google review link?

    yes

    Sent. That’s 4 review requests today.

    Housecall ProReview link sent14 Birch Ave · Karen Lee
I was about to hire a full-time office manager, but instead Ruth is taking over that work for me. I can finally focus on growing the company and stop being the bottleneck.
HVAC owner

How she learns

Teach her once. She does it your way.

Tell her once, by text or on a quick call, and she does it every time. She works with your crew, follows your rules and asks before anything unusual.

Your rules

She follows every rule you give her, and knows who set it.

What Ruth knowsSummit Home Services
  • Every job gets a job type and lead source before it’s booked.

    You, on a call
  • Ask the tech before sending a review link.

    You, by text
  • Lakeview Inn is on a service plan. Book maintenance every 6 months.

    Sarah, office
  • Mike takes the basements.

    You, by text

Your pricebook and SOPs

Every job adds to your prices. Your best people’s work becomes SOPs.

Your pricebookFrom 186 jobs
  • Water heater swapHousecall Pro price book$2,150
  • Tankless installHousecall Pro price book$4,200
  • Drain clearingLast 3 billed at $150Priced low
  • Furnace tune-upHousecall Pro price book$189
SOP ready: closing out a job6 steps in Housecall Pro

Your software

Your field service management software stores your jobs. Ruth does the work inside it.

Today’s jobsUpdated by Ruth
  • Lakeview InnMaintenance, service planMoved to next Tue
  • Harbor RdTankless quoteEstimate sent
  • 14 Birch AveWater heater swapDone, review asked
  • New lead from GoogleNo hot waterJob booked

Works with Housecall Pro, Jobber, QuickBooks and more.

Why Ruth

No app. No dashboard. Just text her.

Right now the office is you, after the jobs are done. Ruth does it by text, at any hour, alongside the people you already have.

CompareDoing it yourselfRuth
Missed callsVoicemail, and they call the next companyAnswered and booked
Booking jobsYou, at night, from memoryAs they come in
Your crew’s dayCalls at 7 asking where to goTexted to every tech by 7
Job costsIf someone writes it downOne text and a receipt photo
EstimatesWhen you’re free to price themFrom your pricebook, the same day
The booksSunday nightsClosed every month
Late paymentsYou chase themEmail, then a call
CostYour evenings and weekendsFrom $199 a month

The math

Hire an office manager. Or hire Ruth.

An office manager or service coordinator costs $47,088 to $51,476 a year, before payroll taxes and benefits. Ruth does the job for US$549 a month.

What you keep, every year

$40,500or more

US averages for service coordinators ($47,088) and office managers ($51,476) at HVAC companies, ZipRecruiter, 2026. Salary only.

Pricing

Hire her free for two weeks. Then pick your plan.

Keeper

Your books and every job’s numbers

$199USD per monthAfter two weeks free

  • Keeps your books current in QuickBooks
  • Tracks every job: what it cost and what it made
  • Receipts and bills from you and your crew, on the right job
  • Invoices out, and late ones chased
  • Answers about your numbers, any time

Office Manager

Ruth runs your office, 24/7

$549USD per monthAfter two weeks free

  • Everything in Keeper
  • Ruth as your office manager and service coordinator
  • Her own phone number and email for your business
  • Answers your calls and books the work
  • Runs your crew’s schedule
  • Works inside Housecall Pro, Jobber and QuickBooks
  • Learns how you work and does it your way, 24/7

Both plans start with two weeks free and no card. Billed monthly after that, with no contract.

  1. Day 1One call, and she has your business mapped
  2. Week 1Calls, jobs, and books handled
  3. Day 14Keep her on, or walk away

Security

She does the work. You keep control.

  • She has her own number and email.

    Ruth texts and calls from her own phone number and emails from her own address. Connecting your inbox is optional.

  • She never moves money.

    Connecting your bank is optional and read-only, through Plaid. She never files taxes on her own.

  • Nothing goes out without your yes.

    Every invoice, email, and call waits for your OK.

  • Turn her off any time.

    Disconnect and she stops right away.

  • Your data stays yours.

    We never sell your data.

Questions

Questions. Answered.

Does Ruth work inside Housecall Pro?

Yes. Ruth does the admin inside the Housecall Pro you already use: she books jobs on your schedule, fills in the job type and lead source, answers customer replies in the inbox, builds estimates from your price book, and sends invoices when jobs are done.

Is Ruth an AI receptionist for Housecall Pro?

Yes. Ruth answers your calls 24/7 on her own number or your forwarded line, and every call she books becomes a job in Housecall Pro with the details filled in.

Do I have to stop using Housecall Pro?

No. You keep Housecall Pro and everything in it. Ruth works inside it, and keeps QuickBooks in step with it.

What does Ruth do?

Ruth is a 24/7 office manager for your business. She answers your calls and books the work, runs your crew's schedule, tracks what every job cost and made, keeps your books current in QuickBooks, sends invoices, and chases late payments. She works inside Housecall Pro, Jobber and QuickBooks, and when something is outside your rules, she asks you first.

Does Ruth have her own phone number and email?

Yes. Ruth has her own phone number for your business, for texting and calling, and her own email address. Customers and your crew can reach her directly, and you can forward your line to her whenever you can't pick up.

Will my customers know they're talking to AI?

Ruth texts as Ruth from your office, in short, plain messages, the way your best office person would. She never pretends to be you, and if a customer asks, she tells them she's an AI assistant for your business.

Does Ruth work with Housecall Pro and Jobber?

Yes. Ruth does the admin inside the software you already pay for: she books the jobs, fills in the lead source and job type, and answers the customer replies in the inbox. She works with Housecall Pro, Jobber, QuickBooks and more.

What if Ruth gets something wrong?

Nothing goes out without your yes. Invoices, estimates, emails, and calls wait for your OK, and anything outside your rules comes to you first. Correct her once and she works that way from then on.

How does Ruth handle my calls?

Customers can call Ruth's own number, or you can forward your line to her after hours or all day. She answers, finds out what they need, books the visit, texts them the time, and texts you what she booked. Answering calls is part of the Office Manager plan.

Can my crew text Ruth?

Yes. Anyone you add can text her. Your crew tells her what they took from the shop or picked up at the supplier, and she logs it to the right job. They can also ask where they're headed next.

How does Ruth learn my business?

The way a new hire does. Tell her how you work by text or on a quick call: your prices, your customers, who takes which jobs, and what needs your OK. Tell her once and she does it that way every time.

How much does Ruth cost?

Both plans start with two weeks free, with no card to sign up. Keeper is US$199 a month (CA$299 in Canada): your books in QuickBooks, every job's costs, invoices, and late payments chased. Office Manager is US$549 a month (CA$799 in Canada): everything in Keeper, plus Ruth answering your calls, running your crew's schedule and working inside Housecall Pro and Jobber. Billed monthly, with no contract.

Do I have to connect my bank?

No. You can text or email Ruth what you spend and earn, and she keeps your books from that. Connecting your bank through Plaid, where it's available, or your QuickBooks gives her more to work with, and both are optional. Bank access is read-only, and she can never move money.

Does Ruth work with QuickBooks?

Yes. Connect QuickBooks Online and Ruth works right in it. She enters the expenses, income, and receipts you text or email her, books each transaction to the right account, adds invoices and sends them once you say yes, and records payments. Your accountant gets books that are up to date, in the QuickBooks they already use.

Does Ruth read my email?

Only if you want her to. Ruth has her own email address for your business: she emails invoices and reminders to your customers from it, and their replies come back to her. You can also connect your inbox so she handles customer emails there, and that's optional.

Is there an app to install?

No. Ruth works over text messages and email, from the phone you already carry. Text her hello to start.

Does Ruth file my taxes?

No. She prepares your sales tax return and keeps books your accountant can work from, and you or your CPA files. She never files anything on her own.

Does Ruth work in Canada?

Yes. Ruth keeps books for small businesses in the United States and Canada, in your own currency, and Canadian businesses pay in Canadian dollars.

Can I export my books?

Yes, on either plan. You can download your books as Excel, CSV, or QuickBooks files whenever you want.

What is an AI bookkeeper?

An AI bookkeeper sorts your transactions, files your receipts, and closes your books each month without you doing the data entry. Ruth does it over text: she asks you only about the charges she can't place, and texts you when something is done or needs you.

Put Ruth to work. This week.

Text her hello. After one quick call she has your business mapped, and she starts on whatever you need done first.