Penny’s handyman answering service turns a punch list into a scoped estimate visit.
A door that will not latch and two bedrooms needing paint make very different visits. Penny works through the caller’s list, asks what preparation is done and who supplies the materials, then follows your rules for a service booking or estimate walk-through.
Before a painting estimate, Penny asks how many rooms are involved and whether the walls still need patching.
14 days of Pro included. No credit card.
Or call her from your phone: (630) 324-4620
Try changing the details of an appointment request
The live demo uses Summit Heating, a fictional HVAC business. Listen to her intake here; test your own trade’s rules in your Penny account.
(630) 324-4620- Call your configured Penny account with a painting request that still needs drywall preparation.
- On your own test line, add an electrical task to a furniture-assembly request and check that it reaches your scope-review rule.
A two-item list still needs the size of each job
She never quotes
- A project total inferred from a room count
- A fixed repair duration for an uninspected punch list
- A permit or license determination
- A promise that customer-supplied hardware fits
- A conclusion that an old painted surface is lead-free
What she does instead
Penny records the full task list and asks about preparation, materials, and access. She can relay a fee you approve and book a walkthrough; you decide the price and work duration from the scope.
A painting job starts with the preparation it needs
- Everyday call
Two bedrooms need painting and the walls still need patching.
The caller hearsAre the ceilings or trim included, and do you have the paint?
Penny doesRecords preparation, room count, materials, and building age for the estimate walkthrough.
- Everyday call
A customer has bought a flat-pack wardrobe.
The caller hearsHave all the boxes arrived, and which room will it go in?
Penny doesCaptures the product, stairs, and access before offering the assembly visit type you approve.
- Everyday call
A customer wants to add shelves to a booked visit.
The caller hearsWhat size and how many shelves, and which appointment is this for?
Penny doesSends the added scope through your rule so you can confirm whether the existing visit block fits.
- Needs attention
A caller reports water reaching an electrical outlet.
The caller hearsStay out of the water and don’t touch the electrical equipment.
Penny doesUses the safety rule and alerts the owner for a qualified response before arranging repair work.
Two bedrooms needing paint arrive with the preparation notes
Estimate request for painting in an older home; preparation and building age go to the owner’s review before the repair is priced.
- PennyKestrel Button Home Repair, this is Penny. What work are you planning?
- Tavish (caller)I’d like two bedrooms painted. There are some holes from old shelves.
- PennyAre the holes already patched, and are the ceilings or trim included?
- Tavish (caller)They still need patching. Just the walls, and I have the paint.
- PennyAbout what year was the home built?
- Tavish (caller)Around 1965.
- PennyWork that disturbs paint in an older home needs the owner’s lead-safe review. I’ll flag the year and the unpatched walls for the estimate visit.
A fact from the knowledge pack, used on the call.
- Tavish (caller)That makes sense. I’m Tavish Fenwick at 24 Hazel Lane in Lombard. Call 630-555-0126.
- PennyI have two bedrooms, wall painting, patching still needed, and customer-supplied paint. There’s a Wednesday afternoon walkthrough open. Would you like it?
- Tavish (caller)Yes, Wednesday works.
- PennyYour estimate visit is booked for Wednesday afternoon. The owner will review the preparation and materials on site before quoting the work.
Your accepted work list sets the boundary for each repair request
From the handyman knowledge pack
- Punch lists, small repairs, assembly, and the owner’s accepted work categories.
- Room counts, surface condition, preparation, and painting-job scope.
- Building age and lead-paint concerns routed for qualified review.
- Customer-supplied materials, product identity, measurements, and access.
- Trade licensing, permit questions, and requests beyond the shop’s scope.
- Gas, fire, and water near electrical equipment reported during repair calls.
- Estimate visits, time-and-materials policies, and changes to a punch list.
- Calendar blocks, return visits, and unfinished-work callbacks.
A self-bought wardrobe brings questions about boxes and stairs
- Services
- Hours
- About
- Contact
Adjust the job value to reflect your own mix of work
Change the three numbers to yours. The default job value comes from a named source, dated.
Default job value $407, from Angi — typical cost to hire a handyman (national average) (as of 2026-01-01). Change it to yours.
If you miss 6 calls a week and book 45% of them at $407 a job, those jobs would represent about
This is estimated gross revenue, not measured lost revenue or profit. Some missed callers may still book with you. Change the assumptions to match your call records.
Keep the punch list attached to its calendar entry
- Google Calendar
- Outlook
- Jobber
- Housecall Pro
Connect Zapier or signed webhooks to send the captured details to the tools your office uses.
Answers for the owner handing off the work phone for the first time
Send setup or plan questions to support@pennyassistant.com.
Google Calendar or Outlook receives the configured appointment. Jobber can receive a Request, and Housecall Pro can receive a customer/job record for your office workflow. Intake notes stay attached; a record handoff does not itself confirm a crew’s schedule.
Compare the intake for jobs requiring a specialist
“Is this a permit job, and who’s pulling it?” Penny asks before she books the walk-through.
For a Whirlpool dishwasher, Penny asks for the model number on the inside rim when the caller can reach it safely.
For a replacement door, Penny asks about the current door, insulation preferences, and whether the customer also wants the opener reviewed.
Penny bills a monthly price with minutes included, then the published per-minute rate. The answering service cost guide sets it beside per-minute human services, and the plans are on the pricing page.
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.
14 days of Pro included. No credit card.