Our proven 5-day implementation process gets you from signup to handling live calls in under a week
No technical expertise required
White-glove support
Zero downtime
Day 1
Discovery & Setup Kickoff
30 minutes
Discovery call with your team
Understand your call workflows
Review emergency protocols
Identify key integrations needed
Set success metrics
Deliverable:
Implementation plan document
Day 2-3
System Configuration
12-24 hours
Configure AI voice agent
Set up call routing rules
Integrate with your CRM (ServiceTitan/Housecall Pro)
Configure calendar sync
Set up emergency escalation
Import your service area data
Deliverable:
Configured system ready for testing
Day 4
Testing & Refinement
2-4 hours
Internal test calls (20+ scenarios)
Review AI responses
Fine-tune voice and personality
Test emergency protocols
Verify CRM integration
Train your team on dashboard
Deliverable:
Approved system ready for production
Day 5
Go Live
1 hour
Forward your phone number
Monitor first 10 calls together
Real-time adjustments if needed
Verify all integrations working
Confirm emergency routing
Deliverable:
Live system handling calls
Day 6-30
Optimization & Support
Ongoing
Daily performance monitoring
Weekly optimization calls
Continuous AI training
Response time optimization
Booking rate improvements
Deliverable:
30-day performance report
What You Need to Provide
Business Information
Service area zip codes
Pricing for common services
Emergency protocols
On-call schedule
Technical Access
CRM login credentials (read-only)
Calendar access for booking
Phone forwarding capability
30 min for kickoff call
We Handle Everything Else
Our team manages all technical setup, integration, testing, and optimization. You just need to provide the information above and approve the final system.
Ready to get started?
Book your implementation kickoff call and be live in 48 hours