Receptionist
Optional serviceAnswer inbound calls, capture enquiries and messages, recognise customer context and attempt configured transfers.
Explore ReceptionistJoqiva features
One workflow.
Every part of the job connected.
From the first customer call or email to enquiries, jobs, quotes, invoices and confirmed payment. Your team stays in control at every step.
Built for UK service businesses. Customer payments go directly to your bank account.
Hear the conversation
British voicesConversation
Turn 1 / 15Receptionist
Hello, you've reached Bristol Air Conditioning. I'm the automated receptionist. How can I help you today?
Caller
Hi, my air conditioner has started leaking. There's water coming from the indoor unit.
Receptionist
I can take the details for the team. Has this just started, or has it been happening for a while?
Caller
I noticed it yesterday evening. It happens when the unit is running.
Receptionist
Thank you. Could I take your name and the address where the unit is installed?
Caller
It's Sarah Wilson, at eighteen Willow Close in Bristol. The postcode is B S seven, eight Q L.
Receptionist
Thank you, Sarah. Is this the wall-mounted unit inside the house?
Caller
Yes, it's in the living room. There's parking outside if someone comes over.
Receptionist
I've noted that. When would you prefer someone to visit?
Caller
Friday morning would be best. Can you book that for me?
Receptionist
I can pass on your preferred time, but the team needs to confirm availability. Is a callback on the number you're calling from suitable?
Caller
Yes, that's fine. Will they let me know the repair price as well?
Receptionist
The team will review the issue and discuss pricing with you. I've recorded the leaking indoor unit and your request for Friday morning.
Caller
Perfect, thank you. I'll wait for their call.
Receptionist
You're welcome, Sarah. Your enquiry is ready for the team to review. Goodbye.
Press Play on a turn to start the conversation.
Prerecorded demo voices, not Maren. No real call is made.
Enquiry prepared
Needs team review- Customer
- Sarah Wilson
- Service
- Air-conditioning repair
- Source
- Receptionist call
Receptionist captures the request. Your team reviews it before creating a job.
Example data. Receptionist is a separate optional service.
The complete workflow
One enquiry. A clear next step all the way through.
Calls and emails feed into the same human-reviewed process. Explore each stage.
Receptionist
Capture the enquiry while your team is busy.
Collect the caller’s details and request without promising a price or appointment. The result is prepared for your team to review.
EXAMPLE JOBNeeds team review
Sarah Wilson
Air-conditioning repair
RequestIndoor unit leaking
Next actionReview the enquiry
Example data only. No real calls, messages or payments.
A customer reporting “I’ve paid” does not mark an invoice as paid. Confirm payment after checking your bank; close the job separately.
Explore the product
All the features behind the workflow.
Explore a product area, or continue below to see the details.
Enquiry management
Add requests yourself, paste messages, use templates or capture forwarded emails on Pro and Team. Review before creating a job.
Explore enquiriesJob management
Keep customer details, site information, visit dates, notes, files and the next action together.
Explore jobsQuotes
Prepare quotes from services and item lines. Let customers review, ask questions and accept online.
Explore quotesUK invoices
Create structured invoices with numbering, due dates, VAT settings, bank details and PDF downloads.
Explore invoicesPayment tracking
Keep customer payment reports separate from your bank check and confirmation. Joqiva does not handle invoice payments.
Explore payment trackingPayment reminders
Send manual reminders on any paid plan. Pro and Team add automatic overdue reminders and quote follow-ups.
Explore remindersCapture & review
Start from the way your customer contacts you.
Manual entry, pasted messages, saved service templates and forwarded emails on Pro and Team. Receptionist adds call capture as a separate optional service.
- Customer, site, service notes and preferred timing
- AI-assisted details for your team to review
- Editable enquiries before job creation
- Unified enquiry inbox and inbound email threads on Pro and Team
Every request starts with review.
Your teamManual entry
Paste email or message
Service template
Forwarded emailPro / Team
Receptionist callSeparate service
Review → confirm → create the jobAI helps prepare the details. It does not replace your team’s decisions.
Dashboard
Know what needs your attention today.
A clear view of new enquiries, quotes to send, payments to check, overdue invoices and jobs ready to close.
- Search and filter customers, jobs and documents
- See the next action without losing the job context
- Keep reminders and payment checks visible
EXAMPLE DASHBOARD
Today’s action list
New enquiries4
Quotes to send3
Awaiting payment£8,420
Overdue invoices£2,150
Jobs to close2
Example screen using sample data.
Jobs & customer history
Keep the work, documents and people connected.
Each job keeps the original request, customer, site, visit dates, documents, payment status and activity history together.
- Preferred, proposed, confirmed and job dates
- Notes, files, messages and next action
- Linked quotes, invoices, payments and reminders
- Customer search, full history and duplicate warnings by email or phone
- Basic activity history; inbox and email threads on Pro and Team
Air-conditioning repair
Example job- Customer
- Sarah Wilson
- Issue
- Indoor unit leaking
- Source
- Receptionist call
- Next action
- Prepare the quote
OverviewVisitQuoteInvoicePaymentsFilesHistory
One customer record. The full history.Find previous jobs, quotes, invoices and payment records without rebuilding the context.
Quotes & customer pages
Send a clear quote your customer can act on.
Use the job details and service items. On Pro and Team, save work presets and your usual introduction, terms and warranty. Apply saved text when you choose; existing quotes stay unchanged. Customers review the quote, ask a question, download the PDF and accept without creating an account.
- Quote builder, expiry dates and customer quote pages
- Starter quote templates and item library
- Custom work presets, reusable quote text, saved items and branding on Pro / Team
- Similar past jobs, saved work lines and optional items on Pro / Team
- Quote follow-up reminders on Pro / Team
EXAMPLE CUSTOMER QUOTE PAGE
Air-conditioning repair
Ready for reviewCustomerSarah Wilson
Total including example VAT£366.00
Review & acceptAsk a questionDownload PDF
Quote acceptance is not payment. Example document; no real acceptance.
Invoices & payments
Clear documents. Direct bank payments. Your confirmation.
UK invoice numbering, dates, VAT settings, structured records, PDFs and bank-transfer instructions stay connected to the job.
What your customer sees
Invoice page- Invoice number, amount due, due date and status
- Account holder, sort code, account number and payment reference
- Copy bank details, report “I’ve paid” and download PDF
What your team checks
Payment reportedThe customer says they have paid. Check your bank account before confirming receipt.
Example amount£366.00
Confirm paymentNot received yet
Joqiva tracks payments. It does not process them.Customers pay your business bank account directly. Payment confirmation and job closure are separate actions.
Follow-up
Keep unpaid invoices from getting forgotten.
See overdue invoices, send polite or firmer reminders and keep the delivery history beside the invoice.
- Overdue lists and manual reminders on all paid plans
- Reminder templates and history
- Automatic overdue schedules and quote follow-ups on Pro / Team
- Review payment reports before confirming receipt
Reminder history
Needs follow-upPolite reminderDelivered
Firmer reminderScheduled
Example schedule. Automatic reminders require Pro or Team and the relevant configuration.
Service templates
Start from a familiar job, not a blank screen.
Use prefilled service details and editable items for enquiries, jobs and quotes.
AC installation
Site details, labour, materials and commissioning.
Emergency repair
Fault, urgency, property and call-out notes.
Annual maintenance
Reusable checks, service notes and quote wording.
Electrical call-out
Issue, access, safety notes and customer details.
End of tenancy cleaning
Rooms, cleaning items and optional extras.
Plumbing call-out
Leak, repair type, parts and follow-up notes.
Templates help you start faster. Your team can review and edit every job, quote and invoice.
Records, exports & team access
Keep your records useful as your business grows.
Search the history, keep the documents and give people the right access.
Business records & documents
- Customers, jobs, quotes, invoices and payment history
- PDF documents, private files and shareable customer pages
- Search and filters, basic exports and activity history
- Direct accounting sync with Xero or Sage Accounting
- Records remain available after subscription end
Export options
Customers, jobs, quotes, invoices, invoice items and payments. Team adds advanced and accountant-friendly exports.
Team permissions & visibility
- Owner, admin, staff and accountant roles on Team
- Staff invitations and job assignment
- Accountant read-only access
- Admin controls and full activity log
Role boundaries
Owner: full account control. Admin: team settings and daily work. Staff: assigned work. Accountant: read-only invoices, payments and exports.
Get started
Set up the essentials before your first job.
Business details, invoice settings and reusable services give the workflow a consistent starting point.
1Business details
2Bank details for invoices
3VAT settings
4Invoice numbering
5Quote templates
6Your first job
Choose your workflow level
Keep the core. Add automation and team control.
All the detail remains available on Pricing, including limits and feature comparison.
Starter
For solo businesses running the core job-to-payment workflow.
- 1 user · 1 business account
- Jobs, customers, pasted enquiries and service templates
- Quotes, UK invoices, customer pages and PDFs
- Basic payment tracking, manual reminders and exports
- Joqiva AI for pasted enquiries
Pro
Most popularFor businesses wanting less repetitive admin.
Everything in Starter, plus- More AI uses and higher workflow limits
- Forwarded email capture and a unified inbox
- Custom work presets, reusable quote text, items and branding
- Similar jobs, optional items and saved work lines
- Quote follow-ups and automatic overdue reminders
Team
For teams needing shared work and clear permissions.
Everything in Pro, plus- 5 seats: owner + 4 users
- Invite staff and existing Joqiva users
- Roles, staff assignment and admin controls
- Accountant read-only access
- Full activity log and advanced exports
Need more users? Ask us.
Receptionist is separate from the base plans.Use it on its own or alongside Starter, Pro or Team, with an active Receptionist subscription or trial. Compare Receptionist packages
See the whole workflow in action.
Listen to the example call. Review the enquiry. Follow the job through to closure.