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CallFundr

CallFundr for Claude

Run your whole CallFundr dashboard right from Claude.

CallFundr is the complete home service operations platform โ€” it answers every call, books and dispatches jobs, and keeps customers updated. You get the dashboard, the dispatch board and the tech app. Connect Claude and you can run all of it by typing or talking โ€” from the office or the truck.

No card to start. Hear it answer a call: (813) 725-9605

What CallFundr does

When jobs pile up, CallFundr keeps them from slipping away.

  1. 1 Answer. Every call gets picked up โ€” busy days, after hours, while you're on a job.
  2. 2 Capture. Name, address, what's wrong, how urgent, and when they're home โ€” written down right the first time.
  3. 3 Dispatch. The job lands on your board, booked into a window and assigned to the right tech.
  4. 4 Update. Customers get the confirmation, the on-the-way text, and a heads-up if you're running late.
  5. 5 Follow Up. Maintenance, return visits and unpaid invoices don't slip through the cracks.

It backs up whoever runs your phones and your board. It doesn't replace them โ€” your team stays in control.

What you can ask

Talk to your shop like you'd talk to your dispatcher.

  • โ€œWhat's on the board today, and what's still unassigned?โ€

    Today's jobs, who's where, and what needs a tech.

  • โ€œMike's out sick โ€” move his jobs to Dana and tell me who's affected.โ€

    Shows the plan first, then does it when you say go.

  • โ€œWho hasn't paid yet?โ€

    Open and overdue invoices, oldest first.

  • โ€œWhat did the Whitfield call say?โ€

    The call, the transcript, and the job it turned into.

  • โ€œBook Tom Becker for Thursday morning โ€” same problem as last time.โ€

    Finds the customer, proposes the window, books on your yes.

  • โ€œHow did today go?โ€

    What got done, what slipped, and what's on tomorrow.

Your data stays yours

  • Your login, your limits

    Claude can only do what your CallFundr login can do. A dispatcher's connection is a dispatcher's connection.

  • Nothing changes without your go

    Anything that changes a job or contacts a customer shows you a preview first.

  • Everything is logged

    Every request is listed under Settings โ†’ Claude โ€” who, what, when.

  • Your shop only

    Each connection is walled to your company's data. Disconnect any time.

Details in our privacy policy.

Connect

Three steps, about a minute.

  1. 1. In Claude, open Customize โ†’ Connectors and find CallFundr โ€” or choose Add custom connector and paste: https://api.callfundr.com/api/v1/connector/mcp/tenant
  2. 2. Sign in with your CallFundr login. New? Create your account right there โ€” 14-day free trial, no card โ€” or try it with sample data first.
  3. 3. Ask Claude anything about your shop.

Operational in minutes โ€” then white-glove follow-up to wrap it around your shop.

๐ŸงฐRuthie ยท CallFundronline
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