--- title: "AI Receptionist - FieldCamp AI" url: "https://fieldcamp.ai/resources/ai-receptionist/" date: "2026-07-10T00:00:00.000Z" modified: "2026-07-19T00:00:00.000Z" type: "WebPage" resource: "https://fieldcamp.ai/resources/ai-receptionist/" timestamp: "2026-11-11T20:21:06.475Z" author: name: "FieldCamp Team" word_count: 1255 reading_time: "6 min read" summary: "Featured resources The same sheets the AI receptionist guides link to — email-gated PDFs you can print or hand to any vendor. 15 resources All Choosin…" description: "" language: "en" --- ## Featured resources The same sheets the AI receptionist guides link to — email-gated PDFs you can print or hand to any vendor. 15 resources All Choosing a vendor After-hours & emergencies Missed calls & overflow All types Scorecard Checklist Rules sheet Worksheet Planner ![AI Receptionist Demo Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR00-ai-receptionist-demo-checklist.png&w=1920&q=75) Checklist Choosing a vendor · AR00 ### AI Receptionist Demo Checklist Twelve things every vendor must show on your own calls and rules, scored for up to three vendors. [Download →](# "Download →") Checklist · 2-page PDF · free with your email Download the checklist * 12 things to make them show * Your calls, not their script * Up to 3 vendors side by side * Decision record included ![After-Hours Emergency Rules Sheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR01-after-hours-emergency-rules.png&w=1920&q=75) Rules sheet After-hours & emergencies · AR01 ### After-Hours Emergency Rules Sheet Which calls count as an emergency, who is on call each night, how the call reaches them, and what waits. [Download →](# "Download →") Rules sheet · 2-page PDF · free with your email Download the rules sheet * Emergency conditions, your thresholds * Who is on call each night * How each emergency reaches them * What can wait till morning ![Peak-Day Overflow Planner](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR02-peak-day-overflow-planner.png&w=1920&q=75) Planner Missed calls & overflow · AR02 ### Peak-Day Overflow Planner Mark the days your phones flood and decide in advance what happens when every line is busy. [Download →](# "Download →") Planner · 2-page PDF · free with your email Download the planner * Surge calendar, month by month * Last season’s lost calls counted * Overflow trigger rules * Staffing note per surge type ![Emergency Triage Rulebook](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR03-emergency-triage-rulebook.png&w=1920&q=75) Rules sheet After-hours & emergencies · AR03 ### Emergency Triage Rulebook Red-flag conditions trade by trade, with your thresholds, who each one goes to, and what if nobody answers. [Download →](# "Download →") Rules sheet · 2-page PDF · free with your email Download the rules sheet * Red flags for HVAC, plumbing, electrical * If unsure, a person decides * Escalation matrix * Scheduled review of the list ![Booked-Job Intake Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR04-booked-job-intake-checklist.png&w=1920&q=75) Checklist Missed calls & overflow · AR04 ### Booked-Job Intake Checklist The fields every booked job needs before a tech rolls, and why the calls that did not book slipped away. [Download →](# "Download →") Checklist · 2-page PDF · free with your email Download the checklist * Fields a tech can act on * Trade questions you always ask * Calls that ended without a booking * Fix the top reason first ![Missed-Call Cost Worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR05-missed-call-cost-worksheet.png&w=1920&q=75) Worksheet Missed calls & overflow · AR05 ### Missed-Call Cost Worksheet Put your own figure on the calls you miss: four numbers from your phone log, schedule and invoices. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the worksheet * Four inputs from your own shop * Arithmetic in boxes you can check * Split by when the call was missed * No industry averages used ![Voicemail Audit Worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR06-voicemail-audit-worksheet.png&w=1920&q=75) Worksheet Missed calls & overflow · AR06 ### Voicemail Audit Worksheet Log last week’s voicemails line by line: who called, what it would have become, and how long the callback took. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the worksheet * One line per voicemail * What each call would have become * Callback gap measured * Backup greeting to use ![Answering Service Scorecard](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR07-answering-service-scorecard.png&w=1920&q=75) Scorecard Choosing a vendor · AR07 ### Answering Service Scorecard Score what answers your phone today, and one alternative, on the twelve things that turn a call into a job. [Download →](# "Download →") Scorecard · 2-page PDF · free with your email Download the scorecard * Human service vs AI add-on * 12 things, scored side by side * Zeros that matter most flagged * Trial on one window first ![CSR Overflow Rules Sheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR08-csr-overflow-rules.png&w=1920&q=75) Rules sheet Missed calls & overflow · AR08 ### CSR Overflow Rules Sheet CSR coverage hour by hour, ring time before the voice agent answers, and which calls always go to a person. [Download →](# "Download →") Rules sheet · 2-page PDF · free with your email Download the rules sheet * CSR coverage by hour * Ring time before the agent answers * Fields the agent must capture * Handoff note format ![On-Call Escalation Matrix](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR09-on-call-escalation-matrix.png&w=1920&q=75) Planner After-hours & emergencies · AR09 ### On-Call Escalation Matrix The rotation, the order an urgent call moves through, and how long each person gets before it moves on. [Download →](# "Download →") Planner · 2-page PDF · free with your email Download the planner * Weekly on-call rotation * Escalation order and timeouts * Wake the tech vs wait till morning * Commercial accounts and contacts ![AI Receptionist Demo Scorecard](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR10-ai-receptionist-demo-scorecard.png&w=1920&q=75) Scorecard Choosing a vendor · AR10 ### AI Receptionist Demo Scorecard Twelve tests every vendor must pass on a live call, scored side by side for up to three vendors. [Download →](# "Download →") Scorecard · 2-page PDF · free with your email Download the scorecard * 12 live-call tests, scored 0 to 2 * Side by side for up to 3 vendors * After-hours and surge-month checks * Zeros and deal-breakers flagged ![After-Hours Triage Rules Sheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR11-after-hours-triage-rules-sheet.png&w=1920&q=75) Rules sheet After-hours & emergencies · AR11 ### After-Hours Triage Rules Sheet Your emergency definitions, on-call rota and escalation path on one page, ready to hand to any vendor. [Download →](# "Download →") Rules sheet · 2-page PDF · free with your email Download the rules sheet * Emergency definitions by trade * Nightly on-call and backup rota * Escalation when nobody answers * What the agent may book on its own ![Storm-Week Cost Worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR12-storm-week-cost-worksheet.png&w=1920&q=75) Worksheet Choosing a vendor · AR12 ### Storm-Week Cost Worksheet Price every AI receptionist plan on a normal month and your worst surge month, side by side. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the worksheet * Normal vs surge month, priced * Per-minute, per-call and flat plans * Worked example from published rates * Questions to ask every vendor ![12-Month After-Hours Coverage Planner](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FAR13-12-month-after-hours-coverage-planner.png&w=1920&q=75) Planner After-hours & emergencies · AR13 ### 12-Month After-Hours Coverage Planner US holidays and your trade’s peak weeks on one page, with a coverage choice for every month. [Download →](# "Download →") Planner · 2-page PDF · free with your email Download the planner * All 12 months on one page * US holidays and peak weeks mapped * Coverage choice for each month * Night-before checklist included ![Answering Service Cost Worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FAR15-answering-service-cost-worksheet.png&w=1920&q=75) Worksheet Choosing a vendor · AR15 ### Answering Service Cost Worksheet Enter your monthly calls, average call length and busiest month, then each quote’s plan, overage and add-ons. Get the true monthly bill and cost per answered call for every provider, side by side. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the worksheet * Your call load, normal and busiest month * Rounding and spam rules, quote by quote * Three quotes totalled line by line * Questions to ask every provider No resource matches that filter. Want something that is not here? [Book 30 minutes with us](https://calendly.com/jeel-fieldcamp/30min "Book 30 minutes with us") and we will walk you through the ones that fit how you actually run jobs. × Resource Free with your email. Download for free One last thing Get the PDF No spam. The PDF downloads straight away. ← Back Saved to your device. [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min "Book a 15-minute call") Nothing in your downloads folder? Mail us at hello@fieldcamp.ai and we will send it over.