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Upfirst (AI receptionist)

Take quote details on every call while you're on a cleaning job

Quick answer

JM's Hydro Wash, a one-person exterior cleaning business in St. Michael, Minnesota, gets the first chance to answer each call. If the owner declines, the AI receptionist picks up right away and asks the questions he needs for a quote, like how many window panes and how they open.

Business type: Cleaning services. Tool used: Upfirst (AI receptionist). Result: No calls go to voicemail. During a vacation, every caller was told they'd get a quote within 24 hours of his return.

Source: Upfirst case study (Company case study) · Added Tue, Oct 20 · Last updated 2026-10-20

ToolUpfirst (AI receptionist)BusinessCleaning servicesTaskAnswering calls, Lead follow-upSourceUpfirst case study (Company case study)

How they set it up

  1. Set calls to ring you first; if you decline, the AI picks up.
  2. Write prompts for the quote questions you always ask (for windows: number of panes, how they open).
  3. Test calls yourself and adjust the wording before going live.
  4. Before time off, add a note so callers hear when you're back and when to expect a quote.

Result

No calls go to voicemail. During a vacation, every caller was told they'd get a quote within 24 hours of his return. (as reported by the source)

Guide: AI receptionist for small business: real examples and how to set one up

Starter prompt

Our own prompt for copying this setup. Swap in your details. Not quoted from the source.

You answer calls for [Exterior Cleaning Business]. Ask what they need (house wash, windows, roof, pressure washing). For windows, ask how many panes and how they open. Get the address and the best way to send a quote. Say [Owner] will send a quote within 24 hours.

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