Set Up Your Receptionist

Ten minutes, one form. We build your receptionist from exactly what you write here, run test calls against it, and put it live in 24–48 hours. Answer the way you'd want your best office person to answer — plain and specific beats polished.

Your Business

Business name *

This is the name the receptionist answers with.

Owner's cell phone *

Where call summaries get texted — every call, the moment it ends.

Owner's email *

Summaries are emailed here too, and it's where your "you're live" message goes.

Trade *

Services offered

Service / repair calls Installations Replacements / change-outs Emergency service Maintenance plans / seasonal service Free estimates Remodel / renovation work New construction

Tick everything a caller might ask for. The receptionist only offers what's ticked or written in here.

Service area *

Callers outside your area get a polite message taken — never a booking.

Business hours

Monday – Friday

Saturday

Sunday

Your receptionist answers 24/7 either way — these hours tell it what "we're open" means.

How Your Receptionist Should Work

After-hours / emergency transfer number *

True emergencies get transferred live to this number — usually your cell or your on-call tech.

Your emergency rules *

Prices — what may the receptionist say?

Never quote any prices.The receptionist takes the job details and tells the caller you'll go over pricing on the visit or by callback. Safest default. It may state my trip fee / set rates — written exactly below, word for word.It will never invent, round, or negotiate a number. If it's not written here, it doesn't get said.

How should estimates get booked?

No calendar? No problem — plenty of shops run on the text summary alone.

Greeting style

Friendly"Thanks for calling [Your Company], this is Ava — how can I help you?" Formal"Good morning, thank you for calling [Your Company]. How may I assist you today?"

Your Phone Setup

Your current business number *

The number you'll forward to your receptionist. You keep this number — it stays yours.

Current phone provider

So we send you the right forwarding instructions for your line.

After your receptionist passes its test calls, we email you a short picture guide for forwarding your line — about a two-minute setting. Nothing changes for your customers.

Your Callers' Questions & Your Rules

The #1 thing callers always ask you

The #2 thing callers always ask you

Your receptionist answers these two word-for-word your way, instead of guessing.

Anything the receptionist must NEVER say or do

Hard rules. These go into your build verbatim and are never overridden.

Texting Registration (Required by the Carriers)

The missed-call text-back and your call summaries are business texts, and the phone carriers require every business to register before sending them (it's called A2P registration). We file it for you from these three fields — that's all they're used for.

Legal business name *

EIN (federal tax ID) *

Business street address *

City *

State *

ZIP code *

By submitting, you're confirming the details above are how you want your receptionist built. We run test calls before anything goes live — if something sounds wrong, we fix it before your customers hear it. Your information is used only to build and run your service.

Let's build your receptionist.