THE FOUNDATION · TIME TO GET SET UP

Let's get your phone covered.

A few questions about how your shop runs now, so we build this around your business and not a generic bot. Takes about 5 minutes. No call required. We'll confirm your setup and have you live in 1 to 2 weeks.

First, the one that matters: when a call comes in and you're under a truck, what happens to it right now?

Section 1

Who you are

Business name *

Your name *

Best mobile number *

Where we text you new leads.

Email *

For your setup confirmation and receipt.

Trade *

Towns you serve *

e.g. Vernon, Armstrong, Lumby

Section 2

How your phone works now

When you miss a call now, what happens? *

Be honest, there's no wrong answer.

The number callers dial *

The business line you want covered.

Who's your phone carrier?

e.g. Telus, Rogers. Helps us set up call forwarding.

Roughly how many calls a day?

When should the agent pick up? *

Most shops pick "only when I don't answer."

Your business hours *

e.g. Mon-Fri 7 to 5, closed weekends

Section 3

What the agent should do on a call

How do you answer the phone now?

Your usual greeting, so it sounds like you.

What should it collect from every caller? *

Defaults are fine if you're not sure.

What counts as an emergency for you? *

e.g. no heat, burst pipe, no power. Tells it when to flag you right away.

Jobs you do NOT take

So it doesn't book work you don't want. e.g. no mobile homes, no commercial.

Anything it should never say or promise?

e.g. don't quote prices, don't promise same-day.

Section 4

Booking

Which calendar do you use? *

Foundation books straight into your calendar.

Connect your calendar

You can sort this here or we'll send a secure link after.

Typical job types and how long they take

e.g. service call 1 hr, install estimate 30 min.

How far out should it book? *

Pick "I'll confirm" if you'd rather approve every booking.

Buffer between jobs?

Section 5

How you want leads delivered

Where should new leads go? *

Anyone else who should get them?

Name and number or email.

Need any other language?

Section 6

Anything we missed

What's the one thing about how you run that we should know?

The quirk that trips up anyone covering your phone.

I agree to be contacted by Socratic Systems about setting up Foundation and related services. I can opt out anytime. See our Privacy Policy.

No card needed yet. We'll review your setup, confirm we can cover your phone the way you run it, and send your start link. Live in 1 to 2 weeks. $297/mo after that, month to month, cancel anytime. Final pricing and terms arrive with the start link, not at this form.