Katie answers the calls you can't get to. When you're up a ladder, under a house or driving, your mobile passes the call to Katie. She answers in your business name, takes down who's calling, where the job is and what they need, and drops it straight into QuoteMate so you can ring back or quote.
Katie is built by our partner CallKatie and runs inside QuoteMate. You set her up, see her calls and change her settings in the app.
Setting Katie up
It takes about three minutes, and your number stays the same.
- On the dashboard, tap Never miss a call, then Get Katie answering. You can also find it under Settings → Never Miss a Call. On that screen you can have Katie ring you first to hear how she sounds.
- Which mobile do your customers ring? Enter the mobile you want Katie to answer for. She gets her own number behind the scenes, and your customers keep ringing your usual one.
- Here's what Katie knows. If you've got a website, pop it in and tap Read my website. Katie fills in what you do from it. Otherwise, type a line about the business, your services (one per line) and where you work. Katie uses this to answer callers' questions.
- When are you open? Set your days and hours, and the first name Katie gives callers (for example, "Sam is on the tools right now"). Outside your hours, she tells callers you'll ring them back when you're open.
- Turn on forwarding. Pick your carrier (Telstra, Optus, Vodafone or other) and how long your phone should ring before Katie picks up, then tap Get my code. Dial each of the three codes on your mobile. They forward calls you don't answer, calls that come in while you're on another call, and calls while your phone's off or out of range.
- Test it. Tap Ring my phone and let it ring out. If it reaches Katie, forwarding works. You can skip this and run it later from Katie's settings.
Telstra users: the forwarding codes replace MessageBank, so missed calls go to Katie instead of voicemail.
Your calls
Once Katie's set up, a Calls tab appears. Every call she answers shows up there with a short summary, and the newest ones are marked New.
Open a call to see:
- Who rang, their number and, if they gave one, the suburb or address.
- What they're after. Katie writes up the job from the conversation.
- The call. Play the recording, or open the transcript.
From there you can Call back, Text back, Save contact, or tap Start quote. Start quote opens a new job with the job description and the customer's name and number already filled in. When the job's sorted, tap Mark as won, lost or not a lead to keep the list tidy.
Urgent calls, like a burst pipe or no power, are flagged straight away with a notification, even during your quiet hours.
Logging a call you took yourself
Answered one yourself? Tap Log a call on the Calls tab, add the name, phone, suburb and what the job is, and tap Save call. It sits alongside Katie's calls, marked Logged by you, so every enquiry lives in one spot. Logged calls can be edited later with Edit this call.
Snooze and pause
At the top of the Calls tab, Katie's card shows whether she's live.
- Snooze: pick 1 hour, 2 hours or until tomorrow, and optionally what she should tell callers ("On a roof till 3"). She keeps answering and lets callers know you're tied up. Tap End snooze any time.
- Pause: Katie stops picking up and missed calls go to your voicemail like before, until you switch her back on.
Katie's settings
Tap the cog on the Calls tab to change:
- Hours & your name: when you're open and the name she gives callers.
- Forwarding: your mobile, carrier and ring time. Use Test forwarding to check it, or How to turn forwarding off for the codes that undo it.
- What Katie knows: your business details, services, service area, what to say about pricing, how you book jobs and common questions. You can refresh it from your website.
- Alerts: urgent alerts, and an email for each call if that suits your office.
- Plan & minutes: your trial or plan, and calls answered so far.
- Turn Katie off: she stops answering and her number is released. Switch forwarding off first so missed calls go back to your voicemail. Your calls stay in the app, and you can set her up again any time.
Trial and pricing
Katie comes with QuoteMate Pro + Katie. You can try her free for 14 days (up to 60 minutes of calls). Setting her up needs QuoteMate Pro or a Pro trial. Tap Keep Katie on the Calls tab to choose a plan before your trial ends.