How do I forward only the calls I miss?

That is the default. In the forwarding guide, choose “Only calls you miss.” Your phone rings first; Penny picks up when you are busy or don’t answer. The guide shows verified codes for supported carriers. For another carrier, follow its instructions and test both an answered and an unanswered call.

What happens when I run out of included minutes?

By default Penny switches to message-taking at your limit and emails the message to you. You choose what happens at your limit in Settings → Billing : take a message, keep answering into overage, send to voicemail, or stop. Plans and rates are on the pricing page .

How do I change plans or cancel?

Open Settings → Billing and use Manage subscription. The billing portal shows the effective date and any charge before you confirm a plan change. You can cancel any time and keep access through the period you have paid for.

Where do I see my calls and messages?

Open your dashboard : Calls holds the call log, Appointments holds calendar bookings, and Leads and Messages hold the details to follow up. Field-service intake records need your office to schedule the work. You also receive a summary email after each call.

How do I reach a person?

Email support@pennyassistant.com and a person on our team answers. To hear Penny answer a call, use the HVAC demo line. Demo calls do not reach the support team.

Help & support

Setup, forwarding, billing, and a person on our team when you want one.

Email support Call the demo: (630) 297-4128

Getting started

Six screens, about ten minutes, then one test call.

No hardware and no code. Keep the number you already give out. The screens run in this order in your dashboard.

1.Your business

2 min

Your business name, your line of work, the services you offer, and your hours. Penny uses these to answer callers and to offer the appointment types you allow.

2.Your website

1 min

Paste your website address. Penny reads it for services, hours, and service area, and fills in the rest of the setup from what she finds. You can correct anything she got wrong.

3.Her greeting and voice

2 min

Choose her voice and how she introduces herself on the first line. You can have her say she is an automated assistant up front, or only when a caller asks.

4.Her number

1 min

Choose a local number for Penny. To keep the number you already give out, forward its calls to that Penny number.

5.Your calendar

2 min

Connect Google Calendar or Outlook. Penny books into the open slots inside your hours and emails the caller a confirmation; on Pro she texts one too.

6.Forwarding

2 min

Point your existing number at your Penny line, every call or only the ones you miss. For supported carriers, the guide fills verified dialing codes with your Penny number. Other carriers need their own forwarding instructions. Test your Penny number before forwarding, then call your original number to check the route.

Create your account to begin, or log in to pick up where you left off.

Around the dashboard

Help topics

Setup guides

Getting started, forwarding by carrier, emergency rules, on-call, calendars, website chat, and the Jobber, Housecall Pro, and ServiceTitan connections, each with numbered steps and a time estimate.

Open the guides

Forwarding your calls

Send every call to Penny, or only the ones you miss. Carrier guides cover supported Verizon, AT&T, and T-Mobile lines and explain what to check for other carriers.

Open the forwarding guide

Billing and plans

The free plan includes 100 website-chat conversations a month. Phone answering starts at $29 a month when billed annually. See your included minutes and current usage, switch plans, or manage your subscription any time.

Manage billing

What Penny does on a call

She asks the intake questions for your line of work, answers questions about your services and hours from your website, books appointments on your calendar, captures the caller’s details, follows your emergency rules, and takes a message when a call needs you.

How Penny works

Your calls and data

Review call records, leads, and messages in your dashboard. Available recordings and transcripts depend on your recording and retention settings; Business includes retention controls.

See your calls

Common questions

The questions that come up between screen one and the test call.

If yours is not here, email us. A person on our team reads every message.

Work through the six setup screens in the dashboard, about ten minutes, test your Penny number, then forward your existing line to it using the carrier guide in Settings → Numbers. Forward every call, or only the calls you don’t pick up.

Talk to us

Reach a person on our team.

Email us with a question or a problem, or call the demo line and hear Penny take a call before you forward yours.

Email support

Questions, changes to your setup, or something not working. Include your business name and we pick it up from there.

support@pennyassistant.com

Call the demo line

Talk to Penny as a caller to Summit Heating, the fictional HVAC business used for the demo. Ask about its hours or request a sample appointment.

(630) 297-4128

Set Penny up

Take real calls on the trial and pick a plan once you have seen her book a job for you.

Try Penny free

14 days of Pro included. No credit card.

Give Penny a call before you forward yours.

Try the HVAC demo, then set up Penny for your business. Your account includes 14 days of Pro; Free keeps your website chat after the trial.

Try Penny free Call Penny: (630) 297-4128

14 days of Pro included. No credit card.