Check your setup
Tell us about calls, estimates and the tools you use. A listed tool is not a promise of compatibility.
Revenue Desk / Managed monthly
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
One clear launch
We confirm your tools, volume, scope and total price before you pay. Standard setup targets 1–3 business days after access and approvals are ready; your date is confirmed in writing.
Tell us about calls, estimates and the tools you use. A listed tool is not a promise of compatibility.
Agree the rules, fallback, included usage and launch fee. Test real scenarios together before go-live.
Monthly billing starts at accepted go-live. Review actual outcomes, then renew month-to-month.
Before you decide
Included usage is shown on each plan. We agree any extra usage block or larger plan before it starts. At the allowance, the approved fallback takes over. No automatic overage bill.
We check the exact tool, account permissions and workflow before purchase. Booking is available only after a connector passes testing for your setup. Unsupported integrations receive a separate scope.
One standard configuration, approved scripts and rules, connection testing and team handoff. New workflows, extra locations and unusual integrations are quoted separately. Existing software licenses remain yours.
The first period is a paid 30-day pilot. After that, renewal is monthly. Request cancellation before your next renewal. We confirm the end date, export of your records and phone fallback in writing. Launch work is priced separately; the written order defines refund terms.
Monitoring, fixes to the agreed workflow and email support with a response within two business days. Urgent calls follow your approved human fallback. New features require a separate scope.
No. We report assisted opportunities and verified outcomes. A call or booking is not automatically an incremental sale.