Receptra AI
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Receptra AI
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My Work
Overview
Calls
Marketing
Business
Account
My Account
Cool Breeze HVAC
Sara is live
My Jobs
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On your phone or tablet? Use the field app instead — built for updating jobs and checking in on the go.
CallerDate & TimeAddressProblemStatus
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Dashboard
Overview of your AI receptionist activity
Free trial
Every feature is unlocked during your trial.
Financial overview — this monthOwner only · full breakdown in Reports → Ledger
Gross revenue
$0
Expenses
$0
Payroll
$0
Net revenue
$0
Total calls
—
This month
Appointments
—
Booked
Open leads
—
Need follow-up
Emergencies
—
This month
Answer rate
100%
Every call answered by Sara
Lead recovery potential
—
Estimated from open leads @ avg $800/job
Minutes usage this month
—
of — min included
Recent activity
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All Calls
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CallerDate & TimeDurationTypeOutcome
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Appointments
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CallerDate & TimeAddressProblemStatus
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Callbacks
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CallerPhoneTimeReasonStatus
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Emergencies
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CallerPhoneTimeAddressProblemStatus
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Leads
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New 0
Contacted 0
Follow up 0
Converted 0
Clients
Built from call history
ClientPhoneTotal callsLast contact
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Technicians
Added from the Team page — this shows their schedule
Quotes
Create and send quotes to clients
Quote #ClientTotalDateStatus
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Invoices
Track payments and outstanding invoices
Connect Stripe to include a real payment link on your invoices.
Invoice #ClientAmountDateStatus
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Settings
Configure your AI agent and notifications
Agent settings
Agent name
Business name
Service area
Business hours
Hours preference
Emergency callback (mins)
Contact numbers
Representative phone
Emergency contact
Notifications
SMS notifications
Plan
Portal login
Stay logged in for (minutes)
How long a login lasts on a browser before the password is required again. Applies from your next login.
Revenue goal
Monthly revenue goal ($)
Used on the Reports > Revenue Goals tab to track actual revenue against your target each month.
Payments
Connect a Stripe account so your invoices can include a real online payment link for homeowners. Payments go straight to your own Stripe account — Receptra never touches the money.
Stripe connected — your invoices can now include a payment link.
Reports
Business insights built from your data
Team
People with access to this portal
NameLoginRoleStatusAdded
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My Account
Your login details for this portal
Account
Name
Role
Login
Your login is set by the business owner and can't be changed here. You can change your password below anytime.
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