AutomationMD Client Onboarding

AutomationMD Client Onboarding
Your business
Business legal name
Display name if different
Trade
Cities you serve
Business address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Website
Years in business

Who we contact
Owner full name
Owner mobile for alerts
Please enter a valid phone number.Format: (000) 000-0000.
Owner email
example@example.com
Backup/escalation contact name
Backup/escalation number
Please enter a valid phone number.Format: (000) 000-0000.

Your phones and coverage
Current business phone number
Please enter a valid phone number.Format: (000) 000-0000.
Carrier
Number plan
Coverage mode
Should the phone ring you first

Your services
Services you offer
Services you do NOT offer
Service call or diagnostic fee
What the agent may quote
What counts as an emergency in your trade

Your calendar
Business hours
Appointment types and how long each takes
How many crews or trucks
Minimum notice for a booking
Appointment window size
Buffer between jobs

Your agent
Greeting style
Agent name pick
Voice preference
Languages needed
Words or phrases the agent must never say
Competitors to never mention

Plan and agreement
Plan
May we use your results in a testimonial
Upload your logo

Cancelof
Agreement
Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty: