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BackOnTools — Tradie Onboarding
Business Name
*
Owner Full Name
*
Email
*
Mobile
*
ABN
*
Trade
*
Trade
A
Plumber
B
Electrician
C
HVAC / air con
D
Gas fitter
E
Carpenter / builder
F
Tiler
G
Painter
H
Handyman
I
Other
Service Area
*
Emergency Handling
*
Emergency Handling
A
Call me immediately via phone + SMS
B
SMS me immediately, I'll call the customer back within 5 min
C
Forward the call straight through to my mobile
D
Other
Booking Horizon
*
Booking Horizon
A
Same day for emergencies, next business day for standard
B
Always at least 48 hours out
C
1 week out minimum
D
I'll fine-tune this on our setup call
AI Quotes
*
AI Quotes
A
Yes, for common jobs
B
No, always say price confirmed on site after a free quote visit
C
Yes, but only on the cheapest standard jobs
Callout Fee Standard ($)
*
Receptionist Name
*
Voice Style
*
Voice Style
A
Warm and friendly
B
Professional / corporate
C
Casual / ocker Aussie
D
Neutral / minimal personality
Job Software
*
Job Software
A
No
B
ServiceM8
C
Tradify
D
Fergus
E
AroFlo
F
SimPro
G
Other
H
I use a calendar but no specific job software
Accounting
*
Accounting
A
None
B
Xero
C
MYOB
D
QuickBooks
E
Other
Payment Methods
*
Payment Methods
Bank transfer
Stripe payment link
Square
Credit card over phone
Cash on site
Other
Current Phone Number
*
Phone Handling
*
Phone Handling
A
Port my number to the AI platform
B
Keep my number, forward unanswered calls to AI
C
Get a brand new number for AI, keep my existing number separate
D
Not sure — help me decide on the setup call
Payment Terms
*
Payment Terms
A
Due on completion
B
Due in 7 days
C
Due in 14 days
D
Due in 30 days
Reminder Schedule
*
Reminder Schedule
Day 7
Day 14
Day 21
Day 30+ collections
None
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