48-Hour Onboarding
From Signed to Live in 48 Hours: Here's What Happens
Every step laid out, every hour accounted for. You handle three things; we build and test the rest. Your AI receptionist is answering real calls — and booking real jobs — in 48 hours.
What We Need From You: Three Things, Nothing More
You're running jobs all day. The last thing you need is a week of onboarding calls and setup checklists. So we cut the client-side burden to the bone.
Call forwarding activation. You forward your existing business number to the AI line. We walk you through it on a five-minute screen share. Your number stays the same — customers keep calling the same number they always have. Nothing changes on their end.
Calendar access. Give us read/write access to whatever calendar you're already using — Google Calendar, Housecall Pro, ServiceTitan, or a basic shared calendar. We configure the booking integration on our side. You never log into anything new.
Your service list. Tell us what you do and what you don't. Emergency drain clears: yes. Commercial boiler work: no. Out-of-area callers: reroute to voicemail. One short call or a quick email covers it.
That's your entire to-do list. The 48-hour clock starts the moment you hand us those three things.
- Call forwarding — five-minute setup, your number stays the same
- Calendar access — Google Calendar, Housecall Pro, ServiceTitan, or any shared calendar
- Service list — what you do, what you don't, what gets rerouted
Hours 1 to 8: System Configuration and Trade-Specific Setup
The moment you confirm call forwarding is active and send us your service list, we start building. In the first eight hours, the full system architecture goes up.
Call routing logic. Every inbound call gets routed based on three variables: time of day, caller intent, and service type. A 2 AM burst pipe call routes differently than a Tuesday afternoon estimate request. We define those routing rules based on your specific trade and service area.
Trade-specific qualifying scripts. A plumber's qualifying questions are not the same as an HVAC tech's. "Is your heat completely out or just running weak?" tells you something different than "Is the water actively running or is the line backed up?" We write scripts calibrated for your trade — the questions that sort a $200 job from a $2,000 job in the first 90 seconds of the call.
Emergency escalation rules. Burst pipe, no heat in January, gas smell, locked out of a property — those calls don't wait until morning. We define your emergency triggers upfront and hard-wire them into the system. When the threshold is met, you get notified immediately, regardless of hour.
After-hours handling. Every call that comes in outside your working hours gets handled, qualified, and either booked or triaged — not sent to voicemail to die.
Hours 8 to 24: Script Refinement and Calendar Integration
Hours 8 through 24 are about connecting the system to your actual business operations and stress-testing the scripts before anyone real hears them.
Calendar booking integration. We connect the AI to your calendar and run test bookings end to end. The system doesn't just collect a name and number — it books the appointment directly into your schedule with the job type, customer contact info, and any relevant notes attached. You see a real calendar event, not a lead sitting in a spreadsheet.
Script testing pass. We run every conversation path internally — standard requests, edge cases, callers who give incomplete information, callers who immediately ask for a human. Gaps get patched before the script goes anywhere near a live call.
Business-hours and after-hours routing confirmation. We verify that the hours-of-operation logic fires correctly. Calls during working hours route to you first; the AI catches anything that doesn't get picked up. After-hours calls go straight to the AI. We confirm both handoffs are clean.
Trade-specific customizations. If you're a roofer, storm damage calls need different handling than routine leak inquiries. If you're a locksmith, after-hours lockouts are your highest-margin work — the system treats them that way. Those nuances get dialed in during this phase, not after launch.
Hours 24 to 48: Quality Testing and Live Simulation
What does testing look like before go-live? We simulate every call scenario your business receives — emergency, non-emergency, after-hours, out-of-service-area — run a structured QA checklist, and require your explicit sign-off. Nothing goes live without it.
Scenario testing. We run test calls for every inbound situation: a standard estimate request during business hours, an emergency call at midnight, a caller outside your service area, a caller who won't give their address, and a caller who pushes immediately to speak to a human. Each scenario runs independently so we can confirm the system handles each path correctly.
QA checklist. We verify: Does the AI correctly classify emergency vs. non-emergency? Does the booking land accurately in the calendar with complete job details? Do escalation triggers fire at the right thresholds? Does out-of-area routing resolve cleanly without dead ends?
Contractor approval gate. Before go-live, you listen to test call recordings. If the script sounds off, the tone isn't right, or a scenario was missed — we fix it before your customers hear it. You give explicit sign-off. Nothing flips live on our schedule alone.
This is not testing in production. Your customers will not hear a rough draft.
The Live Handoff: What Day 3 Looks Like for the Contractor
On Day 3, nothing changes on your end — and that's exactly the point.
Your business number is the same. Your calendar is the same. You don't log into a new platform. You don't flip any switches. You don't change how you work.
The first inbound call after go-live hits the AI. It qualifies the caller, answers their basic questions, and either books the appointment directly to your calendar or escalates to you based on the rules we built. When a job books, you get an SMS: "New booking — Maria Torres, no-heat service call, Friday 10 AM."
You show up Friday at 10 AM. The job was captured while you were on another call, eating lunch, or pulling into a driveway across town.
If you want to verify the system is live, call your own number from a different phone. You'll hear exactly what every customer hears.
The First 30 Days: Monitoring, Optimization, and Support
The first 30 days are active — we monitor calls, adjust scripts, and make sure the system performs against the performance guarantee.
Weekly call review. We pull a sample of calls each week, listen for patterns, and flag anything worth adjusting. Did callers keep asking about a service the script wasn't handling? Did an edge case surface that testing didn't catch? We address it before the next week's calls pile up.
Script adjustments from real data. Test calls tell you one thing; real calls tell you another. Your customers say "I think my drain's slow" instead of "I have a drainage issue." We tune the qualifying logic to match how your actual callers talk — not how we modeled them in week one.
Direct escalation path. If something sounds wrong or a call gets handled incorrectly, you text or email us directly — no ticket queue, no call center, no three-day wait. We respond within a few hours. We're operating this system alongside you; we have as much interest in it working correctly as you do.
Frequently asked
What if I use a landline instead of a cell phone?
Landlines work fine. Call forwarding on most landline carriers works the same way it does on cell phones — your carrier activates conditional or unconditional forwarding, and calls redirect to the AI line. If you're on a VoIP business line, the setup is usually even simpler. We walk you through whichever process applies to your number during the first step of onboarding.
Can you connect to my existing scheduling software?
We connect to the most common scheduling tools used in home services, including Google Calendar, Housecall Pro, and ServiceTitan. If your calendar has shareable access or standard integration options, we can typically connect it. We confirm compatibility on the fit call — before you sign anything — so there are no surprises at the calendar integration step.
What if I want to change the script after go-live?
Expected. Real calls surface things that test calls don't catch. Script changes are part of how we operate the system — during the first 30 days especially, adjustments are routine. You tell us what isn't sounding right; we update the script, typically within 24 hours. There's no locked-in script that requires a contract amendment to change.
Who do I contact if something breaks?
You contact us directly — text or email, no ticket queue. During the first 30 days, response time is within a few hours. We also monitor system performance on our end, so in many cases we catch and resolve issues before you notice them. You are not managing this system. We are.
Ready to Stop Losing Jobs to Voicemail?
The 48-hour clock starts the day you sign. Book a ten-minute fit call and we'll confirm your calendar, your trade, and your service area are a match before you commit to anything.