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Last month, in numbers

On the 1st of every month, an email showing what she did for your business: the calls, messages, bookings and new callers.

  • Last month in numbers, on the 1st
  • Calls, messages, bookings and new callers
  • What that work could be worth, from your job value

Included on all plans.

What she did, at a glance

Each report covers the month before and shows:

  • Calls she answered, and the minutes she spent on the phone
  • How many came in while you were closed
  • Messages taken and bookings made
  • Calls she put through to you, and calls you took yourself
  • Sales calls she screened out
  • Callers texted to call back, if you use missed-call text back
  • New callers, and your busiest day

What the work could be worth

Add your average job value and the report multiplies it by the messages and bookings she took, to show what that work could be worth. It is your own figure, and not every message becomes a job, so treat it as a guide rather than money in the bank.

Straight to your inbox

The report goes to the same email addresses as your alerts, on the 1st of each month. A month with no calls sends no report. Turn it off, or set your average job value, in your receptionist's alert settings.

Questions

When does the report arrive?

On the 1st of each month, covering the month before. If there were no calls that month, no report is sent.

Who receives it?

The email addresses that get your receptionist's alerts.

How is the value worked out?

It is your average job value multiplied by the messages and bookings she took that month. It only appears if you set a job value, and it is an estimate of what the work could be worth, not a promise.

Can I turn it off?

Yes, in your receptionist's alert settings. It is on unless you turn it off.

Which plans include the monthly report?

Every plan.

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