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All Booked Up

How it works.

Go live in 5 easy steps

An agent on a headset at a desk by her bedroom window, mid sentence
An agent on a headset listening, at a desk in a spare room
An agent on a headset typing at a kitchen table set up as a workspace
An agent on a headset speaking, at a desk in a small home office
A moving contractor carrying a box out through a customer's front door, his truck at the kerb

The five steps.

1

Kickoff call

We walk through how you want calls handled, from the greeting to the pricing and scheduling rules.

If you run the company

You're on this call. Your answers do all the work.

If you're the agency

Run it yourself with one onboarding form, or we'll join it with you.

2

We build the script

You don't have to write anything. We bring the framework and shape it around your business.

If you run the company

You decide what we say about pricing, scheduling, and everything else.

If you're the agency

We work directly with your client to build the script, starting from a call flow that's already proven across the trades.

3

We connect to your systems

We work inside the CRM and calendar already in use, so there's nothing new to buy or learn.

If you run the company

Your dispatcher sees appointments the second they're set.

If you're the agency

Nothing changes on your client's end.

4

Forward the calls and test everything

The day before we launch, we run every call flow end to end.

If you run the company

We forward your line and place real calls through it. Every routing rule gets checked.

If you're the agency

We confirm with your client and with you that everything is tested and ready to launch the next day.

5

We go live

You pick the date. From then on, your line is covered.

If you run the company

We start taking your calls exactly the way you set it up, whether that's overflow, after hours, or the whole line. You see the results firsthand.

If you're the agency

Reporting starts on day one, so you can see it working before your client thinks to ask.

What the reporting shows.

Every call gets logged, tagged, and reviewed, and it comes back as booked appointments, not call counts.

Appointments land in the CRM with the job type, the address, and what the customer said. Whether you run the trucks or report to someone who does, it's a number you can take to the bank.

  • 1

    What callers are asking for, in their words

  • 2

    Where they hesitate: price, availability, or service area

  • 3

    Which services are pulling calls and which ones aren't

Questions about going live.

  • Days, not weeks. Once your script is built and approved and we're connected to your CRM, we can go live. Most accounts are answering within 72 hours.

  • A kickoff call first, then an onboarding form and a script approval. That's the whole ask. We handle the setup, the CRM connection, and the testing, and after those three things it's off your desk.

  • No. You forward a number and we work in the CRM already in use. Nothing new to buy, nothing new to log into.

  • Depends on the service, the call volume, and the hours. We quote it on the kickoff call, and it's month to month either way.

Let's get the phone covered.

One call. We'll walk through the call volume, the hours, and what coverage would look like. You'll know the cost and whether it's a fit before you hang up.

Schedule a call