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03 · Onboarding

From kickoff to answering live.

Five steps. We do the heavy lifting; you keep running jobs.

TYPICALLY LIVE IN ~5 BUSINESS DAYS
01

Discovery call

Day 1

Thirty minutes on your services, pricing, service area, and how you want emergencies handled. We record it and build from the transcript.

02

Agent build

Days 1–3

We write your greeting, qualifying questions, and booking rules, then train the agent on your business. You review a test recording and mark anything to change.

03

Number setup

Day 3

Keep your existing number. We set up forwarding so the AI catches what you cannot, or provision a new tracked line if you prefer.

04

Testing

Days 4–5

We call it together with your real scenarios: the 2 AM burst pipe, the tire-kicker, the Spanish-speaking caller. It goes live only when you sign off.

05

Go live + monitoring

Day 5

Flip the switch. First two weeks we review every call log with you, then tune the agent weekly after that.

WHAT WE NEED FROM YOU
Business hours
When you're open, and how after-hours should be handled.
Services & price ranges
What you do, what you don't, rough ballparks for common jobs.
Service area
Zip codes or a radius, plus any travel-fee rules.
Pricing sheet
Whatever you have — a rate card, a spreadsheet, or ballpark numbers.
Calendar access
Google, Jobber, ServiceTitan, or Housecall Pro login for booking.
30 minutes for testing
One call with us before launch to hear it live.

Total hands-on time from you is about 90 minutes across the five days. Everything else is on us.

Day one starts with a call.

Book the demo and we'll map your call flow on the spot.

Book a Demo