How it all works

Your business line is (443) 412-8721. It's the number on every page of your website.

1. The caller hears a short greeting. "Thanks for calling Upper Bay Arborist. This call may be recorded."
2. If you can't pick up, your assistant answers. It gets the job, the town, their name and the best number. It never quotes a price and never says a job is booked. That part is always you.
3. You get a text and an email with who called and what they need, so you can call back from the truck.
4. The caller gets a text two minutes later:
   Thanks for calling Upper Bay Arborist! JJ got your message and will call you back as soon as he's off the tree.
5. Salespeople get screened out. The assistant ends those calls and they don't get the text.

• The free estimate form asks for the job, the town and a photo of the tree if they have one.
• The "Ask JJ" chat answers common tree questions day and night. Anything about price or insurance it hands to the phone.
• Every lead hits your phone right away: a text to your cell, plus an email to jj@ and info@ so Breanna sees it too.
• Junk gets held. Sales pitches that come through the form are filtered out before they reach you.
• Your old page addresses still work. They point to the matching new page, so Google and old links still land.

• Your business line is approved for texting by the phone carriers.
• A text to (443) 412-8721 gets forwarded to your cell with their name, number and what they wrote.
• For now, call or text them back from your cell.

1. You mark the job done in the app. A few taps, and I'll show you where.
2. Two hours later, in the daytime, the customer gets a text and an email from you thanking them and asking for a Google review.
3. The link opens your Google listing with the review box already up, so it takes them under a minute.

It's built and tested. It just needs the app on your phone so you can mark jobs done.

One login works in both places. You get an email invite from us, pick your own password, and you're in.

What you'll see, and nothing more than you need:

• Conversations: every call, text and website lead in one inbox. Tap one to call or text back from your business number.
• Your job board: New call, Called back, Estimate scheduled, Estimate given. Drag a job along as it moves.
• Contacts: every customer and caller, with their history.
• JJ's Week: calls answered and missed, new callers, and where each job stands.

• Every month: a report by email on your calls, your website and how you show up on Google.
• Every Monday at 7 AM: your week in one email. Calls, new callers and where every job stands. This starts landing in your inbox once your login is set up.

Text or call me. Small changes go in the same day. Anything that needs building ships in that week's Friday release.