Skip to content
HHM Core PMBeta!

HHM Core PM menu

Phone, text, email and push

Phone and messages for customer follow-up.

Keep calls and messages with the customer, and send requested transfers to the right teammate.

Your business numberReceptionist follows your call rulesAvailable appointment, if offeredPerson requested? Your chosen team memberCall history with the lead

How it works

Choose your HHM Connect business phone settings.

  1. Set up your business phone. Choose the number, call routing, availability, and receptionist rules.

  2. Route each call. HHM Connect follows the rules you save.

  3. Send or answer messages. Write a text or email, or answer the routed call after reviewing any draft.

  4. See conversation history. Participants see available history and choose their own notifications.

Read the step-by-step Help Center article

When a customer calls

  1. 01

    Answer calls with your company receptionist.

    After phone setup, HHM Intelligence Receptionist answers using your business details and saved responses.

  2. 02

    Capture the inquiry and offer a visit.

    The receptionist uses your booking rules and available times; your office reviews the inquiry and appointment.

  3. 03

    Reach the right person during working hours.

    Requested transfers try up to four assigned numbers, primary then backup; whoever answers presses 1 to accept.

  4. 04

    See the call history with the lead.

    Your team reads the summary and chooses the follow-up.

You choose who the receptionist transfers to, for what

Send callers to the teammate who handles their question.

Choose each person's call types and working hours; requested transfers follow those choices.

New teammates start with transfers off. Use their directory number or a separate work number.

Read the routing guide

Team member call routingChoose calls and availability per person
Which calls can this person handle?
Working days

New team members start with transfers off. These choices do not change their app permissions.

Call from your business number

Choose how to call

Call with your connected business number or open the contact in your device's calling app.

The lead keeps the customer details and call history for follow-up.

Prepare outbound calls with HHM Intelligence

Review HHM Intelligence's follow-up drafts and talking points before calling.

Customer permissions and opt-outs still apply to messages and follow-up.

HHM Intelligence Receptionist service needs separate pricing and setup on every plan. Starter, Growth and Pro include business phone access after connection. Portal Basic and All-Inclusive need a separate HHM Connect add-on. Phone number and call usage costs are shown before you turn it on. Review plan availability.

Text and email from the same conversation

Choose the person, then the channel

Keep the conversation moving

Send a text or email to a teammate, client, or trade partner from Chat.

Review the message and customer permission before sending; opt-outs block follow-up.

Preview, send, review

Know what the customer will receive

Preview your company-branded email or text before sending.

The lead keeps the channel, time, and send status.

Push notifications

An update reaches this device

Get updates on your device even when the tab is closed.

Choose the updates you receive in your account. Read the notification guide.

Come back to the notification center

Open a notification to return to the work; updates stay in the notification center.

Send team announcements on Growth and above.

Phone and messaging questions

Do I need a new phone number?

Use an existing company number or add one. Number and usage costs appear before you turn it on.

Who gets transferred calls?

Requested transfers reach assigned teammates during their working hours, trying primary numbers before backups. Whoever answers presses 1 to accept.

Can clients and trades get texts?

Send Text or Email from Chat. Customer permission and opt-outs are respected.

Will my crew get push notifications?

Each person turns on device notifications and chooses their updates. Updates also stay in the notification center.

Keep the job moving

Previous stepContractor CRM and leadsNext stepEstimating, templates and takeoffsEvery toolBrowse all tools

Related pages

Contractor project management softwareConstruction scheduling softwareContractor CRM softwareEstimate templates for contractors

Keep the conversation with the work.

Choose your plan