Post-Payment Intake

Complete this once so we can configure your live pilot.

This intake is only for the 14-day phase-one pilot for one residential plumbing location.

Phase 1 only

This intake covers missed-call rescue, fast first reply, basic follow-up, and weekly recovered-lead reporting.

Not included: CRM migration, dispatch replacement, website rebuild, outbound calling, custom software, or multi-location rollout.

Company + contacts

Who should we coordinate with?

Legal company name

DBA / public display name

Main office address

Website URL

Primary contact name

Primary contact email

Primary contact mobile

Backup contact name

Backup contact email

Backup contact mobile

Hours + routing

Tell us where calls should go

Standard business days

Standard business hours

What counts as after-hours for your shop?

What counts as an emergency for your shop?

During-hours callback / routing destination

After-hours escalation contact

After-hours escalation mobile

Service area + scope

Exactly what this pilot should touch

Included phone number(s)

Included inbound lead source(s)

Included services

Excluded services

Service area (cities / ZIPs)

Excluded areas

Callback + booking

How should we handle non-emergency leads?

Callback windows you want offered

Booking link / calendar URL

Callback-window only or appointment requests?

Any services that should always be escalated immediately?

Any services that should never be scheduled automatically?

Wording + guardrails

What must we never say or promise?

Words or phrases we must not use

Claims we are allowed to make

Claims we are not allowed to make

Can we mention financing if asked?

Can we mention memberships / maintenance plans if asked?

Any additional compliance or brand rules?

Notifications + reporting

Who should receive alerts?

Immediate lead notification email(s)

Immediate lead notification mobile number(s)

Weekly report recipient email(s)

Notes to include in the weekly report

Testing + go-live

Who signs off?

Two internal test phone numbers

One internal test lead email

Best time window for test calls

Who signs off on go-live?

Preferred go-live date

Anything else we should know before setup begins?

Submit intake

Once you submit this, we can move your pilot into configuration and testing.

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