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48-Hour Onboarding

From Signed to Live in 48 Hours: Here's What Happens

Every step spelled out — what you hand us, what we build, how we test it, and what your phone line looks like on Day 3. No surprises, no dashboard to learn, no configuration on your end.

What We Need From You: Three Things, Nothing More

Most contractors assume setup is a project. It's not. Your only job is to hand us three things and then get back to running your business.

1. Call forwarding activation. You forward your existing business number to us. On most cell carriers, that's a 30-second code you dial. We send you the exact string to enter — copy, paste, done.

2. Calendar access. We need read/write access to the calendar you actually use to schedule jobs. Google Calendar, Outlook, or a field-service app — if it has an integration option, we connect it. If it doesn't, we set up a simple shared calendar and sync it to yours.

3. Your service list and coverage area. Tell us what you do (plumbing, HVAC, electrical, drain cleaning — whatever applies), what zip codes or counties you cover, and which jobs are true emergencies versus standard next-day calls. A five-minute voice note or a quick email works fine.

That's it. No forms to fill out, no software to log into, no training calls. We do the rest. Most owners spend under 20 minutes total on their end of this process.

  • Call forwarding: 30 seconds on your phone
  • Calendar access: we handle the connection
  • Service list: voice note or email is fine
  • Total owner time: under 20 minutes

Hours 1 to 8: System Configuration and Trade-Specific Setup

The moment your onboarding is confirmed, our team starts the build. You won't see any of this — you'll just see the result.

Call routing logic. We configure which calls ring through to you immediately (true emergencies: burst pipe, no heat in winter, electrical panel trip) versus which ones the AI handles end-to-end and books straight to your calendar.

Trade-calibrated qualifying scripts. A plumbing call sounds different from an HVAC call. An emergency drain call at 11 PM sounds different from a water heater replacement inquiry at 2 PM. We write the qualifying questions specifically for your trade and your job types — not a generic "how can I help you?" loop. The AI knows to ask the right follow-up: when did it start, is water actively leaking, is the system completely out, how old is the unit.

Emergency escalation rules. We set hard thresholds for when the AI stops handling the call and routes it live to your cell. You define the line — we enforce it automatically, 24/7, including weekends and holidays.

After-hours behavior. After-hours calls get a different script than business-hours calls. We configure the exact hours you want each mode to run and what the AI offers during each window.

By hour 8, the core system is built and ready for the next phase.

  • Call routing logic: emergency vs. standard bookings
  • Trade-specific qualifying questions written from scratch
  • Emergency escalation thresholds set to your rules
  • After-hours script configured separately from business hours

Hours 8 to 24: Script Refinement and Calendar Integration

With the core system built, hours 8 to 24 are about making it work with your real-world schedule and catching anything that needs adjustment before test calls begin.

Calendar integration confirmed. We run a live booking test against your calendar to confirm jobs land in the right slot, conflicts are blocked, and the confirmation SMS fires to the customer immediately after booking. If your calendar has any quirks — blocked times, buffer rules, multi-tech scheduling — we account for them here.

Business-hours and after-hours routing confirmed. We verify the time-of-day triggers using your local timezone. A midnight call in Phoenix should behave differently than a midnight call in Miami if your coverage windows differ.

Script refinement pass. We review the qualifying scripts for tone and accuracy — does the AI use the right terminology for your trade, does it handle "I don't know" answers without breaking, does the emergency path trigger at the right threshold. If you want to review the script text yourself at this stage, we send it over and you reply with any changes.

To understand what your AI Receptionist handles on every inbound call — from lead qualification to booking confirmation — review the full product breakdown before your go-live.

By hour 24, the calendar is live, the scripts are locked, and the system is ready for QA.

  • Live booking test against your actual calendar
  • Timezone-correct routing verified
  • Script tone and terminology reviewed
  • Emergency threshold tested end-to-end

Hours 24 to 48: Quality Testing and Live Simulation

No system goes live without running every scenario we can throw at it. This phase is purely QA — you don't need to be involved unless you want to listen in.

We run test calls across four call types:

  • Standard booking call — a new customer calling during business hours, requesting a non-emergency service. The AI qualifies, books, and fires the confirmation.
  • Emergency call — a caller describing an active problem (burst pipe, no heat, gas smell). The AI escalates immediately to your cell.
  • After-hours call — same scenarios, but triggered after your business-hours window closes.
  • Out-of-service-area call — a caller from outside your coverage zone. The AI declines politely and does not book a job you can't run.

We run a QA checklist against every test: Did the call answer within two rings? Did qualifying questions fire in the right order? Did the booking land on the calendar? Did the escalation SMS reach the owner's cell? Did the confirmation text reach the test customer number?

You approve before we go live. If anything in the QA results needs a change, we fix it and re-test before flipping the switch. There is no go-live without your sign-off.

The Live Handoff: What Day 3 Looks Like for the Contractor

Day 3 is the simplest day of the whole process — for you.

Call forwarding is active. The next inbound call to your business number hits the AI Receptionist. If it's a bookable job, the customer gets qualified, the appointment lands on your calendar, and you receive an SMS: job type, customer name, time, address.

You don't log in anywhere. You don't check a dashboard. You look at your calendar and see a booked job you didn't have to answer a call to get.

If it's an emergency, your cell rings. You answer it the same way you always have — except now the AI has already gathered the customer's name, address, and problem description before routing to you.

That's the live handoff. The system is running. You're already recovering revenue you were losing to voicemail. Start your onboarding today and your phone is live before the week is out.

The First 30 Days: Monitoring, Optimization, and Support

Going live is not the end of our job. The first 30 days are when we do the most active optimization work.

Weekly call review. We listen to a sample of actual calls from your line every week. If the AI is stumbling on a question type, mispronouncing a trade term, or missing an escalation it should have caught, we fix the script and push the update — no action required from you.

Real-data script adjustments. Test calls simulate scenarios. Real calls reveal the weird stuff — customers who give partial addresses, callers who describe emergencies in non-obvious ways, calls that come in during edge-case hours. We adjust based on what's actually hitting your line.

Direct escalation path. If something breaks — a call that should have booked didn't, an escalation that should have fired to your cell didn't — you contact us directly. Not a ticket queue, not a chatbot. We have a dedicated point of contact for every active account.

Performance check at Day 30. We pull call volume, booking rate, and escalation data and send you a plain-English summary: calls answered, jobs booked, emergencies routed. If you're not tracking toward the $5,000 recovered threshold by Day 30, we tell you what we're doing to close that gap before Day 60.

  • Weekly call review and script updates
  • Real-call data drives ongoing adjustments
  • Direct contact for any issue — no ticket queue
  • Day 30 performance summary delivered to you

Frequently asked

  • What if my business uses a landline instead of a cell phone?

    Landlines work fine. We configure call forwarding at the carrier level for most landline providers. If your provider doesn't support standard call forwarding codes, we set up a forwarding number that sits in front of your existing line — your published number stays the same and customers never see a change.

  • Can you integrate with my existing scheduling software?

    In most cases, yes. Common field-service platforms with calendar or booking integrations are connectable. Send us the name of your scheduling software during onboarding and we confirm compatibility before we build. If a direct integration isn't available, we configure a shared calendar bridge so bookings still land in one place.

  • What if I want to change the script after we go live?

    Script changes are part of the ongoing service. Contact your account point of contact with the change — what you want adjusted and why — and we update and re-test within 24 to 48 hours. There's no limit on script adjustment requests during the first 30 days. After that, changes are handled as part of the monthly service.

  • Who do I contact if something breaks?

    Every active account has a dedicated point of contact — not a generic support inbox. You get a direct contact method during the live handoff on Day 3. If a call fails to book, an escalation doesn't fire, or anything behaves unexpectedly, reach out directly and we investigate same-day.

  • Do I need to be available during the 48-hour setup window?

    No. The only time we need you during setup is the 20 minutes you spend handing us the three inputs at the start — call forwarding info, calendar access, and your service list. After that, we build and test without interrupting you. We contact you for approval before go-live, but that's a quick thumbs-up, not a meeting.

Your Phone Could Be Answering Jobs Tonight

Setup takes 48 hours. The only thing you do is hand us three pieces of information. If we don't recover $5,000 in 60 days, you don't pay.