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Customer-connection setup packages

Follow-up that keeps your business close to customers.

Start with the free customer email setup for ChatGPT Work or Claude. Starter adds estimate follow-up. Complete adds phone-event callback intake and service-update setup for your own connected systems.

Free setup

Answer routine customer emails

The free setup guides one owner-approved answer to a verified incoming question in a compatible connected account.

Free setup

Answer the new inquiry

Acknowledge a new customer and collect missing details using owner-approved wording.

Complete setup

Catch the missed call

Map a verified phone event to callback intake or a human task using your own phone provider.

Starter setup

Revive the quiet estimate

An open quote gets a check-in. A reply, booking, decline, or opt-out stops the sequence.

Complete setup

Send the job update

Use a verified job status from your own system without inventing arrival times.

Concept

Fill a canceled opening

Offer a real opening to an opted-in waiting list and stop once the slot is filled. Prevent double booking.

Concept

Build the callback brief

Ask approved questions about the address, problem, and photos before the owner calls back. Hand over a concise brief.

Concept

Remember seasonal service

Use true service history and contact permission to remind existing customers about maintenance or winterization.

The files guide setup. Your own platform and providers must support each connection and pass the included checks before a workflow sends.

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Which one would change your day?

Tell us the follow-up you keep missing and what systems your team already uses.

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See the available packages.

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