AI receptionist + full CRM · Built for trades
Your phone stops
costing you jobs.
Altriq answers every inbound call, qualifies the lead the way you would, and books the estimate on your real calendar. Behind it runs the rest of the work — your pipeline, quotes clients approve online, invoices that get paid by card or bank, your crew's schedule, expenses and timesheets — plus a chat widget that takes leads from your website.
Set up yourself in minutes — no sales call, no installer, no contract.
Summit Roofing & Exteriors
AI receptionist · demo
Built for the trades
Out on the job. Altriq's on the phone.
Up a tower, under a sink, or with a customer in front of you — every call still gets answered, qualified, and booked.
See it in action
A call comes in. You keep working.
Incoming call · unknown number
(214) 555-0148
A customer calls while you're on a job.
A full CRM — not just a phone bot
Your whole business, on one board.
Every answered call becomes a qualified lead card. Every booked estimate lands on your calendar. From there you run the whole job in one place — and drag it from New to Won.
- Pipeline, clients, and full call history with transcripts
- Quotes and invoices — printable, PDF, and shareable by link
- A price book, so the lines you quote most are one click
- Licenses, permits and insurance — with reminders before they lapse
- Expenses with receipt photos, plus crew timesheets
- Team accounts: managers see everything, crew just clock in
- Analytics on your receptionist and your revenue
12
3
1
Marcus Webb
Panel upgrade
Dana Ruiz
Water heater swap
Priya Shah
Roof inspection
What type of project do you need help with?
Leak over the garage
What's the property address?
214 Oak Street
Plus: website chat
Your website takes leads too.
Not everyone wants to call. Put the Altriq chat widget on your site and visitors who'd rather type get the same qualifying questions your receptionist asks — and every answer lands in your pipeline as a lead.
- Same questions as your phone line, tuned to your trade
- Leads drop straight into your pipeline — you're notified instantly
- One line of code on any website
- Included on Growth and Pro
How it works
Easy self setup. Then it runs itself.
Point your number at Altriq once — here's what happens on every call after that.
0/7
Every call answered, day or night
0 min
From signup to a live receptionist
0
Calls that reach voicemail
Everything included
Everything you need to stop losing jobs.
AI Voice Receptionist
Answers every inbound call 24/7 in your business's own name, qualifies the caller, and never lets a lead slip to voicemail.
Auto-Booking
One-click Google Calendar connect. Altriq checks real availability and books estimate visits directly onto your calendar.
Full CRM Pipeline
Every lead moves through New → Contacted → Estimate Booked → Won → Lost, with call recordings, transcripts, and notes attached.
Owner Notifications
A new call, a missed call, a booked estimate, a won job — surfaced right in the CRM the moment it happens.
Quotes & Invoices
Build a line-item quote from the job, convert it to an invoice when it's approved, and track what's been paid.
Website Chat Widget
The same qualification logic, embedded on your website as a chat widget for visitors who'd rather type than call.
Getting paid & connected
Get paid, and keep everything in sync.
Take payments
Every invoice has a pay button. Customers pay online by card or bank transfer, or you take their card over the phone. The money goes straight into your own Stripe account, and the invoice marks itself paid. Big job? Offer financing through your own lender, right on the quote.
+ more
QuickBooks Online sync
Connect your QuickBooks Online company and your invoices, payments and expenses go into it on their own — under the right customer, in the right accounts. No typing anything in twice. On the Growth and Pro plans.
Works with Zapier
Every new lead, booked appointment, approved quote and paid invoice can flow through Zapier to thousands of other apps — Google Sheets, Gmail, HubSpot, Mailchimp, Slack and more. Set it up in a couple of minutes, no code. On the Growth and Pro plans.
The whole list
Everything Altriq does, in plain words.
No modules to buy, no per-seat pricing, no add-on for the receptionist. Everything here works today. Lines marked Growth come with the Growth and Pro plans, and the two marked Enterprise are for shops running a big crew.
Answering & booking
- AI receptionist answers 24/7 in your business name
- Asks the questions you'd ask, tuned to your trade
- Books estimates into your real calendar
- Call recordings and written transcripts
- Missed-call alerts
- Hands the call to you when it matters
- Pause it to take messages only
- Website chat widget for your siteGrowth
Quotes, invoices & payments
- Quotes clients approve or decline online
- A price book — save a price once, one click onto any quote
- Your cost beside your price, so you see the margin
- Invoices, emailed or texted as a link
- Card and bank payments straight to your account
- Take a card over the phone
- Deposits and partial payments recorded
- Financing on big jobs, through your own lender
- Receipts sent automatically when they pay
- PDFs of every quote, invoice and receipt
- Turn an approved quote into an invoice
Schedule & crew
- Day, week and month views
- Crew and subcontractors, each with their own column
- Several jobs at the same time, one per person
- Double-booking protection
- Vacation, sick days and leave
- Two-way Google Calendar sync
- Crew logins for their own schedule and hours
- Dispatch board for a big crewEnterprise
- Crew get tomorrow's jobs by emailEnterprise
Jobs, clients & paperwork
- Pipeline from new lead to job won
- Client list with notes that stick
- Follow-up reminders
- Expenses with receipt photos
- Timesheets with clock in and out
- Licenses, permits, insurance and contracts
- Expiry reminders before anything lapses
Knowing where you stand
- Revenue against expenses, month by month
- Calls, leads and where they came from
- Which jobs you won and lost
- Three months to two years of history
Your team
- Unlimited users — never charged per seat
- Office staff see everything, crew see their own work
- Everyone's phone numbers in one place
- Works on the phone in the truck
- Two-step login with an authenticator app
Reviews & connections
- Google review request after every paid job
- QuickBooks Online syncGrowth
- Zapier and webhooks, to thousands of appsGrowth
- Subscribe to your schedule in any calendar app
Built for trades
One template, tuned to your trade.
A general contractor/trades engine shaped around your own services during onboarding — not a generic script stretched across seventy industries.
Ready when you are
Stop losing jobs to a ringing phone.
Flat monthly pricing. Set up in minutes, not weeks.
- Cancel anytime
- No contract
- Month-to-month billing