01 / TRADE
Say what kind of work you take on.
Enter your primary trade and the types of jobs you handle. For example: HVAC, plumbing, electrical, or roofing. Note specialties or work you do not take.
02 / SERVICE AREA
Describe where your team works.
Have the U.S. city and state you serve ready. If your coverage has a useful boundary, such as nearby towns or places you do not travel to, keep that detail with your notes.
03 / CALL SCRIPT
Outline how you want a caller greeted.
Draft a greeting, the questions that help you understand a request, and when your team should take a message or escalate it. Include what callers should hear about the next step. Keep proposed wording as a draft until your team approves it.
04 / HOURS
Write down your operating hours and closures.
List the days and times your business is open, with the time zone. Include days you are closed, weekends, holidays, and any after-hours instructions that matter to your team.
05 / BOOKING RULES
Set the boundaries for the work you schedule.
Note which service types are eligible, any arrival windows or lead time your team needs, and when someone should check with you before confirming a visit. Include what to do when no suitable time is available.
NEXT STEP
Create an account, then prepare your workspace.
The workspace form also asks for your business name. Saving setup stores the details you enter; it does not activate live AI call answering, schedule lookup, or booking.