What We Need From You (It's Less Than You Think)

Here is every piece of information we need to configure your entire multi-location system. Gather this before the intake call and setup stays on schedule. Most owners finish in under 15 minutes.

No website credentials. No software logins. No tech background required. You are not building anything — we are.

**Phone number per location** — your existing business line. We handle the call forwarding; callers dial the same number they always have, nothing changes on their end.
**Calendar access** — a shared invite to whatever scheduling tool you already use: Google Calendar, Housecall Pro, ServiceTitan, or any calendar that accepts invites.
**Service list with ballpark price ranges** — not a formal quote sheet. Example: 'drain cleaning: $150–$350, AC tune-up: $89–$175.' The AI needs ranges to qualify callers and set expectations before your tech shows up.
**One emergency contact per location** — the cell number of the person who gets a live alert when a burst pipe or no-heat call comes in at 2 a.m.

Hour 0–4: Intake Call and Location Mapping

The kickoff call runs 45 to 60 minutes. Every location you operate gets mapped on that call — service area by zip code, hours of operation, after-hours routing rules, and which services each location handles versus which ones it doesn't. Here is why every answer shapes the configuration that follows:

**Service area by zip code** — the AI won't book a job 40 miles outside your service radius. Getting this exact prevents wasted truck rolls before they happen.
**After-hours routing** — emergencies go to an on-call tech, a dispatch line, or a manager. We build that routing on the call itself, not as a generic default applied later.
**Tech roster per location** — how many techs work out of each office feeds capacity logic so the AI doesn't book a third same-day appointment when you have one tech on shift.
**Service exclusions** — some locations handle HVAC but not plumbing. The AI needs to know which calls to book versus which ones to redirect to the right branch.

Hour 4–24: Build Phase — What We Configure While You Work

This is the phase where you go run your business and we do the work. You will not hear from us during these hours. By hour 24, every location has a fully configured, untested system ready for QA. Here is exactly what gets built:

**Per-location AI phone agent** — each location gets its own agent configured with that location's service list, price ranges, service area, and hours. A caller to your Dallas branch talks to a Dallas-configured agent. A caller to your Fort Worth branch gets Fort Worth routing. They are not the same agent with a different greeting.
**Lead routing rules** — emergency calls trigger live alerts, standard service requests get booked directly to the calendar, and leads that need a quote enter a defined follow-up sequence rather than getting dropped. Every call category gets an explicit next step.
**Automated follow-up sequences** — a caller who doesn't book on the first call gets a text within two minutes. If they don't respond, a second message goes out at 24 hours. We build the sequences, write the messages, and test every trigger.
**Missed call text-back** — any call that hits voicemail before the AI picks up gets an instant outbound text: 'We just missed you — reply here to get scheduled.' Jobs that would have gone quiet come back.
**Review request triggers** — after a completed job, an automated message fires requesting a Google review. Timing and message copy are configured per location.

Hour 24–48: Testing — We Break the System Before You Go Live

We do not launch a system we have not broken first. QA runs across the full Hour 24–48 window for every location. Here is what gets tested:

**Live test calls to every location number** — we call each number from an outside line and run four scenarios: standard booking request, after-hours inquiry, price-range question, and an urgent 'I need someone tonight' call. Every call is logged.
**Simulated after-hours calls** — emergency routing is triggered manually at least twice per location and the alert must fire to the correct contact within 60 seconds.
**Emergency contact confirmation** — each location's emergency contact receives a test alert and must confirm receipt. No confirmation, no launch for that location.
**Full pipeline test** — a test lead flows from AI answer through calendar booking, follow-up sequence trigger, and review request queue. Every step is confirmed before the system is cleared for launch.

Go-Live: What Changes for You on Day 3

On go-live day, you will notice one thing: booked appointments appearing in your calendar that you did not manually schedule. That is the system working.

The first weekly report lands within seven days of go-live. It shows total calls answered per location, leads booked versus leads lost, missed-call recovery rate, and any calls flagged for your attention — a single-page summary, not a dashboard you have to decode.

If something looks wrong — a booking you can't explain, a caller complaint, a routing miss — you email or text us directly. We investigate and resolve within 24 hours. Troubleshooting is not your job. Your only job on day three is to show up for the appointments.

The First 30 Days: What We Monitor and Adjust

Go-live is not the finish line — it is the starting line. The first 30 days are where the system gets calibrated to how your callers actually behave.

Week 1 — We review call recordings from every location, flag calls where the AI mishandled a question or lost a caller who should have booked, and ship adjustments within 48 hours of identification.

Week 2 — Routing patterns become clear from real data. If one location is running heavier emergency volume than anticipated, we tighten the after-hours threshold. If a particular service is generating unqualified leads, we update the qualification script.

Weeks 3–4 — AI script tuning based on real caller language. Your customers describe a burst pipe or a dead furnace in their own words, which aren't always the words we built into the initial script. We update the agent to match how your market actually talks.

At day 30, you receive a performance report against the guarantee benchmark: calls answered, revenue recovered, and jobs booked that would have hit voicemail under the old setup. The $497 monthly fee is not a license for a tool you maintain — it is what keeps us actively operating the system on your behalf every single week.

Frequently asked

When does the 48-hour setup clock start?

The 48-hour clock starts the moment the intake call ends — not when you sign. After payment, we schedule the intake call within 24 hours. From the end of that call, every location is built, tested, and live within 48 hours. For most customers, that means fully operational by day three from signing.

What if my locations handle different services or cover different areas?

That is exactly what the intake call is designed to handle. Each location gets its own configuration: its own service list, service area by zip code, hours, and routing rules. A location that handles HVAC but not plumbing gets an agent that books HVAC calls and routes plumbing inquiries to the correct branch. There is no one-size-fits-all deployment here.

Do I need to be available during the 48-hour build?

Only for the intake call — 45 to 60 minutes. After that, nothing. The build phase, QA testing, and go-live all happen on our end without requiring any input from you. You go run your business. You re-engage when appointments start appearing in your calendar.

What happens if the AI handles a live call incorrectly after launch?

You contact us directly — email or text. We pull the call recording within 24 hours, identify what went wrong, and push a corrected update to that location's agent. You do not troubleshoot anything. Ongoing script and routing corrections are included in the $497 monthly fee — that is the point of the fee.

Can I add a new location after I go live?

Yes. Adding a location post-launch follows the same process: a focused intake call for the new location, a 48-hour build-and-test cycle, then go-live. The new location slots into your existing weekly report and monitoring cadence. Pricing for additional locations is discussed during the initial onboarding call.

From Sign-Up to All Locations Live: What the 48-Hour Setup Looks Like