Keep control of your number
Ask whether you can port your existing number, how long that process takes and how you move it away later. Clarify who owns the number and what happens if the subscription ends. Plan a fallback during migration.
Price usage, not just access
Ask about included numbers, minutes, texts, recordings, AI usage and extra staff. Obtain examples at your normal and busy-season volumes. An advertised add-on price may not represent the final usage bill.
Test the handoff into a job
Use a fictional incoming enquiry. Check how the caller is matched to an existing customer, how the service address is verified and how a booking becomes a dispatchable job. A call transcript is not automatically an accurate work order.
Plan exceptions and human escalation
Try an unclear address, an urgent request and a caller who wants a human. Ask how failed bookings, unanswered transfers and outages are surfaced. For recording and automated communication, review the rules applicable to your customers and business before enabling them.
Test what happens when a call is difficult. A polished demonstration of an ordinary call does not establish how exceptions are handled.
This is a suggested evaluation method, not a claim of measured savings or hands-on results from any provider.