PhoneIQ
Voice AI for home services
Client proposal
Prepared for
Westerly Air - San Antonio, TX
Date
June 25, 2026
Context
Family-operated HVAC team

Never miss another service call - even at 2 a.m. during a heat wave.

PhoneIQ gives Westerly Air a dedicated AI voice agent that answers every call 24/7, captures job details, books appointments directly into your scheduling software, and sends a clean summary to your office and the customer.

24/7After-hours and overflow coverage
7 daysTypical go-live once access is granted
$15kAnnual first-year total with setup waived

What is included

PhoneIQ AI voice agent is trained on Westerly Air's services, service area, scheduling process, and tone.

All plans include appointment booking, call summaries, and 24/7 coverage under a 12-month agreement. There are no hidden add-ons for the core workflow described here.

Deployment can typically happen within one week, provided scheduling-software access is granted at signing.

Fit for Westerly Air

Coverage, booking, and follow-through.

Structured around the service experience Westerly already promises customers.

01

True 24/7 coverage

You promise round-the-clock emergency service. PhoneIQ answers after-hours and overflow calls instantly, so a San Antonio heat-wave rush does not roll to voicemail.

02

Books the appointment

The agent qualifies the caller, gathers address and issue details, and schedules the visit directly. Appointment booking is included, not a surprise add-on.

03

Instant summaries

Every handled call ends with a clean summary for your team and a confirmation to the customer - delivered by the right channel, whether that is email, portal, or text.

04

Sounds like your team

We train the agent on your services, service area - including Stone Oak, Boerne, Timberwood Park, and more - plus the friendly family-owned tone Westerly is known for.

Three ways to get started

Pricing options.

All options are 12-month commitments; monthly and quarterly reduce the upfront cash requirement.

Maximum flexibility

Monthly

Month-to-month
$1,500/moBilled monthly
  • Setup fee$3,000
  • BookingIncluded
  • Commitment12 months
  • Year-one total$21,000

Best fit if you want the lowest upfront payment and to spread payments across the year.

The middle ground

Quarterly

Billed every 3 months
$1,375/mo$4,125 per quarter
  • Setup fee$1,500
  • BookingIncluded
  • Commitment12 months
  • Year-one total$18,000

Lower rate and half the setup fee without a full-year prepay.

All plans include appointment booking, call summaries, and 24/7 coverage under a 12-month agreement. Page 2

Comparison and launch plan

Clear pricing. Fast implementation.

Based on the Podium AI numbers shared for comparison.

How this compares to the Podium AI quote

Based on the numbers you shared, PhoneIQ's annual option keeps appointment booking and core coverage in the base proposal.

What you are paying forPhoneIQ AI annualPodium AI
Monthly - all-in$1,250 / mo~$2,500 / mo after add-ons
Appointment bookingIncluded in basePaid add-on
Setup feeWaived on annualUndisclosed
First-year cost$15,000~$30,000+ and an unknown setup fee
Pricing transparencyEverything itemized hereEssentials sold separately

Live in one week

01

Sign

Pick a plan and grant scheduling-software access at signing.

02

Configure

We train the agent on your services, service area, and tone.

03

Test

You hear it live and approve how it sounds before calls flow in.

04

Go live

Calls flow in - typically within 7 days of signing.

Terms and assumptions

  • Pricing is valid for 30 days from June 25, 2026.
  • All plans include appointment booking, call summaries, and 24/7 coverage under a 12-month agreement.
  • One-week deployment depends on scheduling-software access being granted at signing.
  • Annual plan setup fee is waived; monthly and quarterly setup fees are listed above.

Ready to ride into comfort?

If the annual option looks right, the next step is selecting the plan and providing scheduling access so configuration can begin.