All help topics
Settings

Your business phone: calls, texts and voicemail

Call and text customers from your business number — from this computer or by ringing your cell first.

Get set up

  1. 1Go to Settings → Phone and pick a business number (or move your existing number over).
  2. 2Finish Texting registration so your texts get delivered.
  3. 3Under When someone calls, choose the AI receptionist, or ring your team and then go to voicemail.
  4. 4Under My phone, switch on Ring calls on this computer and allow the microphone when your browser asks.

Making a call

  • Press the phone button next to any customer, lead or conversation.
  • This computer — talk through your headset or laptop.
  • Call my phone first — we ring your cell, you answer and press 1, then we connect the customer. They see your business number, never your cell. Great where data is weak.
  • During a call press Add to bring a third person in, like a crew member or the homeowner's spouse.

Every call shows under Recent calls and in the customer's conversation, with the recording when recording is on.

Open Phone settings

Buttons that open the app ask you to sign in first. New to RouteStacker? Start free.

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