Tell us how your company runs.
Your answers here shape everything: how your assistant answers your phones, what it says about your company, and who gets alerted when. Take your time.
Which plan are you starting with?
Your answers below adjust to fit.
Your company
What kind of work do you do?
Pick your industry.
Your company name, as customers should hear it
If this is different from the legal name on your paperwork, use the customer-facing one here. The legal name has its own spot near the end.
Are there any plumbing services you do not offer?
List any plumbing related services that a customer could ask for that you do not perform. Anything else outside of plumbing services is already politely declined.
Your business hours, as customers should hear them
Do you close for any part of the year?
List each closure.
Your assistant
What should your assistant be called?
This is the name it uses with your customers. Alex works well. Change it if you like. Best to avoid a name anyone at your company already goes by.
Emergencies
This is what we classify as an emergency for your company. Anything checked below is handled under your emergency rules: the caller gets emergency treatment and your emergency contact is alerted right away. We started the list with what usually counts for a plumbing company. Uncheck anything you would rather have handled as a regular booking, and add anything we missed below.
Anything else we should treat as an emergency? (optional)
Where you work
The cities and towns you serve
List the areas you cover. We turn this into your exact service area using the ZIP codes located within those cities. If you already work from a ZIP code list, drop that in instead.
Places just outside your area where the answer is sometimes yes (optional)
Calls from these places are never turned away automatically. A person always decides.
Your people
Who should hear about what. You can change any of this later.
Emergency calls go to
The person who handles emergency calls.
New routine leads go to
When are routine-lead alerts okay?
Routine booking inquiries arrive as texts between these hours and hold quietly outside them. Emergency calls always go straight through to the person you named above.
The best mobile number for your daily recap
One text each morning: what came in, what got booked, what needs a decision.
Your team's numbers
Everyone who calls or texts your business line from inside the company: you, your techs, the office, family who help out, regular vendors. We mark these as internal so the assistant never treats your own people like new customers.
If a customer asks to speak to a person right away, who takes it?
What you use today Full System plan and up
Where do your customer records live?
What calendar runs your schedule today?
Reviews and repeat customers Full System plan and up
Where should happy customers leave a review?
Paste your Google review link.
Seasonal check-ins and promos
Spring check-in to past customers
Fall check-in to past customers
Promos (optional): a yearly recurring promotion of your choosing, on the date you pick.
Phone calls Front Office plan
The voice for phone calls
Choose a male or female voice that fits the name you chose.
Your call directory
Callers sometimes ask for a person by name. List your people, their numbers, and when calls should reach them. The assistant connects callers to the person they ask for.
After hours, should callers still be directly connected to your people?
This only controls connecting callers to the people listed above. The assistant still answers every call around the clock, takes messages that start your morning, and emergency calls follow the emergency rules you set.
Invoicing
This box just tells us where to start. We go over exactly what each choice means together before you decide anything.
How your business should appear on the invoice.
Your logo
Card payments
Would you like customers to be able to pay by card through the system? We set it up with Stripe, in your name.
Already have a Stripe account?
The official details
This part lets the phone carriers approve text messaging for your business, so your messages reach customers instead of spam folders. It is used for that registration and nothing else.
Your legal business name, exactly as it appears on your IRS paperwork
Your EIN
Sole proprietor without an EIN? Leave it blank and tell us. There is a path, and we will walk it with you.
The business address of record
Do you have a website?
Who runs your website?
Who should the carriers list as the contact for this registration?
The carriers require one named contact for the business.
Common questions from your customers
These are answers your assistant can use when customers ask. Fill in what applies. Clear a topic and it stays out: the assistant simply does not answer on it. A few are already set by your answers above and shown here for reference.
Estimates
What should the assistant say when a customer asks if estimates are free?
Financing and payment plans
If you offer them, describe them. If it is case by case, say so, and those questions go to a person. If not, leave this blank and the topic stays out.
Licensing and insurance
Your license number and insurance, how you would like it said?
Warranty or guarantee
Your policy, in your words.
Arrival windows
If you use arrival windows, how do they work at your company?
About your technicians
What you enter here is what the assistant tells customers who ask about who you send. Examples you could include, if you choose: background checks, uniforms, years in the trade.
Other questions you hear
What do customers ask you on the phone? Add the question and the answer you want given.
What happens next
We build your setup from these answers and test everything again. Then we walk you through your system and answer any lingering questions. As you settle in, if you would like something adjusted, tell us and we will tune it.