Phone Integration

Twilio-powered VoIP that pops the customer's full profile the instant they call. Every conversation is logged, recorded, and linked to the right repair order automatically.

Inbound Screen Pop

When the phone rings, BayOS matches the caller ID to your customer database and displays a screen pop with everything your advisor needs: the customer's name, every vehicle on file, any open repair orders, outstanding balance, lifetime value, and the last service performed. Your advisor can greet the customer by name and say “How's the Camry running since we did those brakes last month?” before they even explain why they are calling.

  • Caller ID match with instant customer lookup
  • Vehicles, open ROs, balance, and lifetime value on screen
  • Last service and any declined work highlighted
Incoming Call
Ringing
SM
Sarah Mitchell
(512) 555-0147 -- Customer since 2022
$4,820
Lifetime Value
$0
Balance Due
12
Total Visits
2021 Toyota Camry SE -- 68,420 mi
Open RO #4892 -- Oil change + tire rotation
Declined: Rear brake pads ($485) -- 47 days ago
Recent Calls -- Sarah Mitchell
Today, 10:42 AM
RO-48923:28Recorded

Called about RO #4892 status. Approved rear brake job.

Feb 10, 2:15 PM
RO-48781:52Recorded

Called to confirm pickup time for oil change.

Feb 8, 9:03 AM
--

Missed -- callback completed at 9:18 AM.

Nov 3, 11:20 AM
RO-47124:45Recorded

Discussed brake estimate. Declined rear brakes, approved fronts.

Call Logging & Recording

Every call -- inbound, outbound, and missed -- is automatically logged in the customer's record with the time, duration, and which advisor handled it. Advisors can add notes right after the call, and those notes are searchable later. Call recording is available on every line for training, dispute resolution, and quality assurance. Recordings are stored securely and playable from the customer timeline.

  • Auto-logged call records with time, duration, and advisor
  • Post-call notes field for quick documentation
  • Call recording with in-browser playback

Missed Call Tracking & Voicemail Transcription

Every missed call creates a callback task in a dedicated queue so no lead or customer falls through the cracks. If the caller leaves a voicemail, BayOS transcribes it automatically and delivers the text alongside the audio to your advisor. No more replaying garbled voicemails three times trying to catch a phone number. Your team sees the transcript, the caller info, and can call back with one click.

  • Missed call queue with callback status tracking
  • Voicemail transcription delivered in seconds
  • Unknown callers flagged as potential new leads
Missed Calls & Voicemail
(512) 555-0283New Lead
9:14 AM
Voicemail Transcript:

“Hi, my name is David, I have a 2020 Tacoma that needs new brakes. A friend referred me. My number is 512-555-0283. Thanks.”

Call BackCreate Customer
Robert Chen
8:47 AM

No voicemail. Existing customer -- 2019 BMW X3.

Called Back at 8:52 AM
Lisa Thompson
Yesterday, 4:58 PM

Voicemail: “Just checking if my car is ready for pickup tomorrow. Thanks!”

Resolved via Text
Click-to-Call
From: Repair Order #4892
SM
Sarah Mitchell
2021 Toyota Camry SE
Mobile
(512) 555-0147
Work
(512) 555-0148
RO Context:

Oil change + tire rotation -- In Progress. Rear brakes recommended ($485). Waiting for customer approval.

Call will be auto-linked to RO #4892 and recorded.

Click-to-Call & Automatic RO Linking

Click any phone number in BayOS -- on a customer record, a repair order, or a fleet account -- and the call initiates directly from the platform. No dialing, no copy-pasting numbers. When you call from an open repair order, the call is automatically linked to that RO so the notes and recording live right where they belong. When a customer calls back, BayOS detects the open RO and links the inbound call too.

  • One-click calling from any record in the system
  • Outbound calls auto-linked to the active repair order
  • Inbound call matching to open ROs for automatic linking

Key Capabilities

Twilio-powered VoIP with local number porting
Inbound screen pop with full customer context
Customer info, vehicles, open ROs on every call
Lifetime value displayed on screen pop
Call logging with duration, notes, and outcome
Call recording with playback from the customer record
Automatic linking of calls to open repair orders
Missed call tracking with callback queue
Voicemail transcription delivered instantly
Click-to-call from any customer or RO record
Call history timeline per customer
Multi-line support for busy shops

Ready to see it in action?

See how BayOS phone integration turns every call into a better customer experience and gives your advisors the context they need before they even say hello.