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TradeTapIQ Pro + SMS Setup

Contact

Full Name

Email

Confirm Email

Business Identity

Business name

Service area

Notifications (owner)

Lead notification email

Main business phone

Business Hours

Timezone

Used to correctly route after-hours messages.

Business Days

Business Days

Start time

Time (24- hour format)

End time

Time (24- hour format)

Customer confirmation email

Send automatic confirmation emails to customers?

Confirms their request was received and reduces duplicate follow-ups.
Send automatic confirmation emails to customers?

Urgent SMS Alerts

SMS alerts are sent only for leads that meet your configured urgency threshold.

Phone Number for SMS alerts

Please enter the phone number where you’d like to receive urgent SMS alerts.

Alert Preference

When should we send SMS alerts for urgent leads?

SMS minimum urgency

Texts send at/above this level

Setup Details

Which of the following services does your business offer?

Options customers can select on your website form.
Click all that apply.
Which of the following services does your business offer?

Wesbite URL

Where should the form live?

Form page URL (optional)

Paste the exact page URL where you want the form embedded.

Who will add the embed code to the website?

Website access / embed details - how should we collect it?

Anything else?

I confirm the information above is accurate and approve setup

I confirm the information above is accurate and approve setup