GotBack.app Setup | Client Intake

Confirm basics

Make sure we heard you correctly.

These fields would be prefilled from the 844 call when possible. The customer just reviews, corrects, and adds the business address.

Step 1 / 8

Your name

Business name

Mobile phone

Business type

Business address

I reviewed the basics.Names, numbers, address, and public business details are correct enough to start setup.

Website + Google access

Can we manage the public foundation?

GotBack needs a current website and Google profile path so phone, SMS, trust pages, and business information all match.

Step 2 / 8

I have a website.Collect the URL and decide whether GotBack can administer it. I do not have a website.GotBack should build the public site before the phone app launches. I have a Google Business Profile.We will need the public listing and access path. I am not sure.GotBack can help locate and verify the listing status.

Current website URL

Google profile URL or business listing

GotBack can administer the website.Needed for trust pages, tracking, Twilio compliance pages, and updates. GotBack can administer Google.Needed for hours, service area, contact paths, and review support.

Service area

Where should GotBack send the right leads?

Use the business address as the center, then tune the radius and towns. Later this can connect to Google Maps.

Step 4 / 8

Service base

Service radius

25 mile radius

Important towns, neighborhoods, or counties

I handle emergency work outside my normal area.Use this to route emergency calls differently from normal service calls.

Service center
25 mi

Hours + rules

Tell us when to answer and when to escalate.

The voice and SMS system needs normal hours, after-hours posture, emergency language, and owner approval rules.

Step 5 / 8

Monday

Tuesday

Wednesday

Thursday

Friday

After-hours message

Emergency examples

Always ask owner before

Keywords

Pick the phrases customers actually use.

We want at least 10 strong service keywords. These guide website copy, Google updates, scripts, and intake routing.

Step 6 / 8

Add other services, brand phrases, or local search terms

Business personality

What should the business sound like?

This is the tone pass. It shapes website copy, voice scripts, text replies, and the color palette suggestions.

Step 7 / 8

Words or style to avoid

Businesses you like or dislike

Recommended plan

Review the setup and choose the launch path.

The actual version can generate this recommendation from pain points, access status, service area, and tone. This mockup shows the handoff.

Step 8 / 8

Suggested: Essentials

Website, phone, SMS, Google basics, and owner approval.

This gets the public foundation current, creates the business phone/text lane, and gives the owner a controlled handoff before sensitive messages go out.

Managed websiteTrust pagesPhone intakeSMS setupSTOP/HELPGoogle profile basicsOwner approvalLaunch timeline

Voice explanation

Short MP3 from the setup agent explaining what the plan includes.

Video walkthrough

Quick service overview before payment and contract acceptance.

Terms Usage Contract

After payment

Day 0Upload work photos and attest ownership.
Day 0-1Agent suggests domains and two color palettes.
Day 1-2Website preview, trust pages, and domain path.
Day 2-5Local number, Twilio vetting, Dograh voice and SMS tested.
Day 6-7Client gets welcome call, text, email, and dashboard access.

Work photosUpload job photos. Customer confirms rights. Agent checks for faces and risky content.

Domain suggestionsThree business-name options based on name, type, location, Twilio, and Google matching.

Palette options

Trustworthy field service

Clean modern local

Experienced premium

Dashboard preview

Plan, business profile, website, local number, contacts, calendar, clients, upgrade path, and review center eligibility.