Your First 48 Hours — Setup Checklist

Set up call forwarding from your existing business line, or use your CallLegend number as your primary line on your truck, website, and Google profile. Either way, when a customer calls, someone picks up — not voicemail.

Open the agent editor and set your greeting, services, service area, and tone — see Customize What Your AI Says. This is how callers hear your shop name and get answers that sound like your crew, not a generic robot.

Define when you're open and what happens after close — Setting Your Business Hours walks you through it. That way a 2am burst-pipe call gets the right response instead of a daytime message at midnight.

Load the questions you answer every day — price ranges, service area, emergencies, what you don't do, how to book. Use My AI Sounded Confused as your guide. The AI only knows what you put in; skip this and you'll get wrong answers on real calls.

If you want the AI to book jobs on the spot, hook up Google Calendar. Optional — you can still capture leads without it. When it's connected, appointments land on your calendar while you're under a sink or on a roof.

Call your number from your personal cell. Ask your top customer questions, then pull up the transcript in your dashboard — Test Your AI shows you how. You want to hear it yourself before a paying customer does.

Make sure you get a text after every call — set that up in Not Getting Call Notifications if needed. If texts don't come through, you won't know about jobs until it's too late.