One business number for texts and calls, and your personal number stays yours

Part of Praxis Virtual Sales Rep: the business line & inbox.

Every rep gets their own business line inside the app — a real phone number that is yours alone, never shared with another rep. Give that number out, print it on your cards, put it on the quote. Customers text and call the business line; you answer from your own phone, and they never see your personal number. Texts, calls, emails and the office's Chatter notes all land in Praxis Virtual Sales Rep’s inbox, one thread per customer, in the tabs you already know: Texts & calls, Email, Outreach and Chatter. Nothing is split between your phone, your inbox and someone else's screen.

When a customer calls or texts, your phone shows the lead card, not just a number. A text pops a notification that reads like the customer's card — first name, job number, what they said, the address, the quote, the install date and the last few messages — with Open thread and Call right on it. A call rings your real phone the way any call does, so you swipe to answer like always; while it is still ringing, the same lead card lands on your screen so you know who it is and what is open on the job before you pick up. One tap opens the conversation. The virtual rep (feature 40) has usually drafted the reply by the time you get there — you approve it, change it, or leave it. Nothing goes to a customer without you.

Quiet hours and Do Not Disturb are yours. Set the hours your business line sleeps (out of the box it is 9 PM to 8 AM, in your own time zone) and flip Do Not Disturb any time you want the work line off entirely. Anything heading to a customer — an approved reply, a reminder, a follow-up — is held until the window opens, so a reply you approve at 10 PM goes out at 8 AM, not in the middle of the night. Turning the work line off is a switch in the app on your personal phone, not a second handset to leave in the truck.

The business-line inbox: every customer listed by job number on the left, and one customer’s thread on the right with All, Texts & calls, Email, Outreach, Chatter and Job history tabs and a drafted thank-you. — The business-line inbox, one thread per customer. Captured from the app with sample data — no real customers, prices or addresses. Tap the image to fill the screen.

1Your own business number — texts and calls come in from it, your cell stays private
2A customer text or call pops the lead card on your phone, with Open thread and Call
3Texts & calls, Email, Outreach and Chatter in one thread per customer
4Quiet hours and Do Not Disturb — the work line off, from your personal phone

What is live today

Your own number. Each rep's business line is set up once in Settings and belongs to that rep only; the app refuses to send from a shared number.
Texts in. A customer text lands on their job, pops the lead-card notification on your phone and is also forwarded to your cell as a plain text, so you see it even with the app closed. The virtual rep drafts the reply and waits for your approval.
Calls in. A call to your business line rings your own phone, showing the business line as the caller so you know it is work before you answer. The lead card lands while it rings. If the call cannot be put through, the caller hears a short message asking them to text instead.
Quiet hours and Do Not Disturb. Both are enforced in the app on every text that would leave to a customer — held, not lost, and sent when the window opens.
Email and Chatter. Customer email replies are read, sorted and answered on approval; office Chatter notes land on the same job and you reply from the card.

Texting customers is switched off until carrier registration clears. Every business line has to be registered with the carriers before texts can leave to customers (the same rule every business texting service follows). Until that comes back approved, texts to customers are drafted and held, and the app watches the registration and notifies you the moment the verdict changes. Texts from customers, calls, email and Chatter are not affected.

Rolling out Being built

Do Not Disturb for the inbound side. Today quiet hours and DND hold what goes out. Next they also quiet what comes in: outside your hours, or with DND on, the lead-card pop and the forwarded text stay silent until morning, a call goes to voicemail with your greeting instead of ringing your personal phone, and an after-hours text gets a short automatic “we'll reply in the morning” and shows up in the thread when you turn the line back on.
Voicemail and ring time. The greeting and how long your phone rings before the caller is taken care of are saved per rep today; wiring them to the live call is the next step.

On the roadmap Coming

Virtual estimates by video. Send a customer a video-call link (Zoom, Google Meet or FaceTime) in the same text thread and run the estimate on their screen, with the quote and drawings shared from the app.

How you use it

Set up your business line once in Settings. Give customers that number, not your cell.
When a customer texts or calls, tap the lead card on your phone. The thread opens with the reply already drafted.
Approve, change or ignore the draft. Nothing goes out without you.
Set your quiet hours once. Flip Do Not Disturb when you want the work line off; flip it back when you are working.

What it does, step by step

Each rep sets up their own business line once in Settings. It is theirs alone, never shared.
Customers text and call that number. Their texts and calls land on the job, in the same thread as email and Chatter.
A text pops the lead card on the rep's phone, with Open thread and Call; a call rings the rep's own phone with the lead card alongside it.
The virtual rep drafts the reply; the rep approves, changes or ignores it. Nothing goes out without the rep.
Quiet hours and Do Not Disturb hold anything heading to a customer until the window opens.
Rolling out: Do Not Disturb for the inbound side (calls to voicemail, after-hours auto-reply, the pop held until morning). Coming: virtual estimates by video from the same thread.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Working out who is calling and what is open on their job	2–5 min per call	On the screen while it rings
Finding a customer's text, email and office notes across three apps	5–10 min per customer	One thread, already open
Giving out and managing a second work phone	A second handset to carry and charge	A switch in the app

Typically 1–2 hours a week, and no second phone.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

A customer getting the rep's personal numberThe business line is the only number customers see.Guesstimate: zero personal numbers given out
Answering a call blind and missing a cancel, a price change or a scope changeThe lead card, with what is open on the job, lands while the phone is still ringing.Guesstimate: 1–2 blind calls a week avoided
A text sent to a customer late at nightQuiet hours and Do Not Disturb hold it until the window opens.Guesstimate: late-night sends gone
Texting a customer before the carriers have approved the lineCustomer texting stays off until registration clears; the app watches it and tells the rep.Guesstimate: zero blocked or flagged texts

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repOne number for work, your own number kept private, and the work line off when you say so.
Office & installersEvery customer message on the job, where the office can see it.
The customerOne number to reach their rep, and a reply that knows their job.
The managerEvery text and call on the record, and nothing sent after hours.