ClearShield AI Voice Agent

Clearshield Advisory

About this app

ClearShield is the AI voice agent and owner inbox for small service businesses.

Every call to your business is answered by a human-sounding AI receptionist that books appointments, quotes jobs, takes deposits, and sends confirmations — 24/7, on the local number your customers already know.

WHAT YOU GET
- Real local phone number that answers every call instantly
- AI agent trained on your services, hours, pricing, and policies
- Appointments booked directly to your calendar
- Stripe and Square deposits collected before the booking confirms
- SMS confirmations and reminders to your customers
- Live call transcripts, recordings, and lead history in one place
- Hot-lead routing: VIP callers can ring your phone first, everyone else goes straight to the agent

THE OWNER APP
- Dashboard with today's bookings, missed calls, new leads
- Full bookings calendar with deposit status
- Contacts directory with notes and call history
- Built-in messaging that uses your business number
- Settings: hours, services, prices, deposit toggle, agent voice
- Push notifications for new bookings and incoming calls

WHO IT'S FOR
ClearShield is the umbrella product covering HVAC, plumbing, real estate, travel, and other service verticals. Vertical-specific apps (LawnRing for landscapers, ScoreACut for barbers, DialMove for movers) ship the same engine with industry-tuned defaults.

REQUIREMENTS
A ClearShield Advisory subscription is required to use this app. Sign up at clearshieldadvisory.com.

What’s new

See who's calling before you pick up. When a saved customer calls your business line, their notes and recent history now appear right on the incoming call screen, so you can greet them by name and pick up where you left off. Plus reliability and performance improvements across calls, contacts, and messaging.