Phone System and Call Routing

Taskyy Phone System helps contractor teams manage business calls with routing, voicemail, and number control in one place.

What This Feature Does

• Assign and manage business phone numbers.
• Configure IVR and call routing rules.
• Capture voicemails and route missed calls.
• Support front-office workflows for lead intake.

Setup Checklist

1. Open Phone System plugin.
2. Confirm active business number.
3. Set business hours.
4. Configure routing destinations.
5. Create voicemail greeting.
6. Test inbound call flow.

Typical Routing Setup

• Option 1: New Sales Calls
• Option 2: Existing Project Support
• Option 3: Billing Questions
• After-hours: Voicemail with callback instructions

Best Practices

• Keep greeting scripts short and clear.
• Route urgent callbacks to a monitored number.
• Review missed calls daily.
• Update routing during holidays or team schedule changes.

Common Issues And Fixes

Calls Not Ringing Team Member

• Verify routing target number.
• Check business-hours configuration.
• Confirm that forwarding destination is active.

Voicemail Not Captured

• Ensure voicemail fallback is enabled.
• Recheck timeout/ring duration settings.

SEO Context

This page aligns with contractor software and contractor management software keywords for communications operations.

Related Docs

• Leads and CRM: /docs/core-leads
• Calendar and Scheduling: /docs/core-calendar

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Last updated: 2026-07-15