What You Need to Provide (It Takes About 20 Minutes)

You have one job before we start building: give us five things. That's the full extent of your involvement in setup.

We send a single form — no login, no software to install, no 90-minute discovery call. Most owners complete it in under 20 minutes at the kitchen table or between jobs.

Here's exactly what we ask for:

Your existing business phone number — we forward calls to the AI, no new number required and no change to your marketing materials
Calendar access credentials so we can wire the booking system directly to your schedule and eliminate double-booking
A list of every service you offer with typical price ranges — for example, "water heater replacement $800–$1,400" or "emergency drain clear $250–$400" — the more specific, the better the AI performs
Your emergency escalation preference: do you want after-hours emergency calls routed directly to your cell, to a secondary number, or handled by the AI with a same-day callback promise
Business hours and your after-hours rule — what should happen at 9 PM on a Friday: AI-only booking, AI with emergency escalation, or full AI handling

Hours 0–24: What We Build First

The moment your form comes in, we start building. You see nothing during this phase — it runs entirely in the background.

Call flow scripting. We write the AI's opening, qualification sequence, and booking conversation using your exact service list and price ranges. The AI doesn't say "we offer plumbing services" — it says "we handle water heater replacements, emergency pipe repair, and drain cleaning, typically running $250 to $1,400 depending on the job." Specificity is what earns caller trust on the first exchange.

Lead qualification logic. Every service type gets its own qualification branch. An HVAC caller gets asked about system age, brand, and whether they need repair or replacement. A plumbing emergency caller gets routed differently than someone requesting a quote on a water softener install. Generic questions lose callers — trade-specific questions convert them.

Calendar integration. We connect the booking system to your live calendar. Available slots pull in real-time so the AI can only offer times that actually exist. No phantom appointments, no double-booking.

Emergency routing. Your escalation preference gets hard-wired: after-hours emergency calls fire to the number or path you specified, every time.

Missed call text-back. The instant-SMS message is drafted and armed. Any call that goes unanswered — because you're on the roof, under a sink, or mid-job — triggers an automatic text within 60 seconds offering to book right now.

Hours 24–48: Testing and Calibration

No real caller touches this system until it passes internal testing. That's not optional — a misconfigured routing rule or a broken booking link on a $1,200 HVAC call isn't a "known issue we'll patch later." We catch it first.

What we test before go-live:

Full call flow — every service type. We place test calls simulating each service on your list. If you offer eight services, the AI gets tested on all eight. If it stumbles on one, we fix it before it costs you a real job.

Qualification branch verification. Every question path is walked through manually. If a caller says they have a burst pipe at midnight, the emergency escalation fires to your cell. If they want a seasonal tune-up quote, the calendar booking sequence runs and completes. We confirm both.

End-to-end calendar booking. A test appointment lands in your actual calendar. We verify the service type tag is correct, the date and time are accurate, and the confirmation message reads properly — not like it was generated by a form from 2009.

Emergency escalation path. The exact routing your emergency callers will hit, live-tested against your escalation number.

Any misfire gets corrected before handoff. We don't hand you a live system with a punch list and ask you to monitor for problems.

Going Live: What the Handoff Looks Like

At the 48-hour mark — often sooner — you get a single confirmation message: your system is live. Phone forwarding is active. The AI is answering calls.

Here's what your first real inbound call looks like from your side: your phone doesn't ring. The AI answers within two rings, qualifies the lead, books the appointment, and fires a notification to your calendar. You glance at your phone between jobs and see a new appointment for Tuesday at 10 AM — water heater replacement, contact name, phone number, service address, and job type already tagged.

That's it. You didn't answer a call, type a reply, or touch a dashboard.

We monitor the first round of live inbound calls manually. If an unexpected service type comes in that you didn't list on the form — a caller asks about something new — we catch the gap and update the script before it creates a dead end for the next caller.

For the complete breakdown of what the AI handles once it's live — including how qualification, booking, and emergency routing work day to day — see the AI Receptionist overview and pricing.

What Ongoing Operations Look Like After Day Three

After go-live, we run the system. You run jobs. That's the division of labor and it doesn't change.

What we handle on an ongoing basis:

Call performance monitoring — we watch answer rates, qualification completion rates, and how many calls convert to booked appointments. If the conversion rate drops, we investigate before you notice a problem in your calendar.

Qualification logic updates — call patterns shift seasonally. HVAC demand spikes in July. Emergency plumbing volume increases after the first hard freeze. When patterns emerge, we adjust the script to match what callers are actually asking.

Monthly performance summary — a plain-English report delivered to your inbox covering calls answered, appointments booked, missed-call recoveries, and recovered revenue for the month. No dashboard login, no report builder.

Script updates on demand — add a new service, change a price range, update your hours for a holiday? Text us. We update the script within 24 hours.

Your only responsibilities after go-live:

Show up to booked appointments
Tell us when your services, prices, or hours change
Flag any call outcome that surprised you so we can tighten the logic

You do not log into anything. You do not manage or retrain the AI. You do not monitor a call queue. If something needs attention, we handle it — that's what the monthly fee covers.

The 60-Day Guarantee Window Starts on Your First Live Day

The performance clock starts the moment your first live call goes through the system — not the day you signed the agreement, not the day we started building.

What we track during the 60-day window:

Every call that previously would have hit voicemail and instead reached a qualified booking conversation. Every appointment booked directly by the AI. Every missed call that triggered a text-back and converted to a confirmed job.

Recovered revenue is defined operationally: confirmed appointments that originated from calls the system handled during the 60-day window — jobs that show in your calendar, not leads sitting in a pipeline. We pull the call logs and booking records together. There's no ambiguity about which jobs came through the system.

If total recovered revenue from AI-handled calls falls below $5,000 in those 60 days, you don't pay the setup fee. The math is straightforward: 10 missed emergency calls at $500 each clears the threshold. Most home-service operators miss that many in a week.

If day 60 arrives and you want to trigger the guarantee, the process is a single conversation: we review the logs together, confirm the numbers, and apply the credit. No runaround, no fine print that excludes the calls that count.

Ready to start the clock? Book your onboarding call — we'll have your system live within 48 hours of receiving your five-item checklist.

Frequently asked

How long does the AI receptionist setup actually take?
The system goes live within 48 hours of receiving your five inputs: business phone number, calendar access, service list with price ranges, emergency escalation preference, and business hours. In practice, the 48-hour clock starts when your completed form arrives — most owners submit it the same day they sign up.
What do I have to do personally during setup?
Your total involvement is filling out a single form that takes 15–20 minutes. You provide your phone number, calendar access, service list, emergency routing preference, and hours. After that, you do nothing until we confirm the system is live and you see your first booked appointment.
Will there be any downtime on my phone number during setup?
No. Your existing phone number stays active throughout the configuration process. Call forwarding is only switched on at go-live, after the full system has been built and tested. Callers reach your normal setup until the moment we confirm the AI is ready.
What happens if the AI doesn't recognize a service type a caller asks about?
During testing, we verify every service type on your list. After go-live, we monitor early calls and catch any unexpected service gaps before they create dead ends. If a caller asks about something not on your list, we update the script within 24 hours of you flagging it — or when we catch it in monitoring ourselves.
How is recovered revenue calculated for the guarantee?
Recovered revenue counts confirmed appointments that originated from calls the AI system handled during the 60-day window — specifically jobs your calendar shows as booked through the system, not pipeline leads. We pull call logs and booking records and review them together. The $5,000 threshold is the minimum; if the system books more, that's the number that matters.
Do I need to log into any software or manage a dashboard after go-live?
No. The agency monitors call performance, updates qualification logic as patterns emerge, and delivers a monthly performance summary to your inbox. Your only job is to show up to booked appointments and notify us when your services or prices change. There is no dashboard for you to manage.

What Happens Between Signing Up and Going Live