No software to learn from scratch and no half-built templates. Your automation is configured for your trade, then handed over working.
You complete a short onboarding form covering your services, service area, opening hours, lead sources and how you currently take bookings. That detail becomes the blueprint for your workflows, so nothing is generic.
Lead capture, acknowledgement messages, booking confirmations, reminders, follow-up sequences and review requests are built around your services and the language your customers expect.
Your forms, calendar, phone handling, email and messaging are connected, then every path is tested end to end: a new enquiry, a booking, a reschedule, a no-show and a completed job.
You get a walkthrough of the dashboard, the notifications you will receive and where to change anything. Automations are switched on, and enquiries begin flowing through the system.
Message timings, follow-up intervals and escalation rules are adjusted as you see real results, so your automation keeps matching how the business grows.
Timeline
Setup speed depends mainly on how quickly your onboarding details and account access arrive.