Page 1 of 2
AssistantWise Onboarding
Welcome! Let’s get your AssistantWise setup personalized.
This quick onboarding takes about 2–3 minutes.
Your AI assistant will be configured perfectly for your exact business.
What type of business are you?
*
What's your business name?
*
What phone number should customers text?
Optional - used for SMS notifications if enabled. You will only receive SMS alerts if you opt in. You can unsubscribe by replying STOP at any time.
I consent to recieve SMS notifications and alerts from AssistantWise. Message frequency varies. Message & data rates may apply. Reply STOP to unsubscribe at any time.
I agree
What email should confirmations and replies come from?
*
What’s your business address?
Do you have a website?
Choose your preferred communication tone:
*
A
Human Professional
B
Human Warm
How should we handle your business hours?
*
A
Use your industry’s recommended hours
B
I want to enter custom hours
C
Use my Google Calendar availability
How long is a standard appointment?
*
A
30 minutes
B
60 minutes (Recommended)
C
90 minutes
D
Custom
How should we handle your pricing?
*
A
Use price ranges (Recommended)
B
Use exact flat rates
C
Ask the customer for details before quoting
D
I don’t give prices — I quote after seeing the job
Enter your flat rates or attach your price sheet:
Where do you serve customers?
*
A
Entire City
B
Specific ZIP Codes
C
Radius around a specific address
D
Multiple service zones
How many team members take appointments?
*
A
Just me
B
2-3
C
4-10
D
10+
Do you want us to send you appointment notifications?
*
A
Yes, send SMS
B
Yes, send Email
C
Both
D
No, I'll check my dashboard only
What information do you want us to collect from your customers? (Choose all that apply)
*
Name
Phone
Email
Address
Photos
Description
Budget / price range
Other
Which tone should we use when talking to your customers?
*
A
Human Professional (Default): Clear, Efficient, Confident
“The schedule is open Tuesday at 2 PM. Let me know if that works.”
“Thanks — the appointment is updated.”
B
Human Warm: Warm, Attentive, Reassuring
“I can set aside Tuesday at 2 PM for you — just tell me what works best.”
“Thanks! You’re all set. If you need anything, just let me know.”
What services do you offer? (Choose all that apply)
*
What services do you offer? (Lawn Care)
*
What services do you offer? (Snow Removal)
*
What services do you offer? (Tree Care)
*
What services do you offer? (Pressure Washing)
*
HVAC
*
Plumbing
*
Electrical
*
Handyman
*
Pest Control
*
Roofing
*
Auto Repair
*
Mobile Mechanic
*
Auto Detailing
*
Garage Door
*
Residential Painting
*
Commercial Painting
*
Residential Cleaning
*
Office Cleaning
*
Janitorial
*
Med Spa
*
Estheician
*
Massage Therapy
*
Chiropractor
*
Dental
*
Orthodontist / PT / Pediatrics
*
Property Managment
*
Real Estate Make-Ready
*
By submitting this form, you agree to receive SMS messages from AssistantWise related to account setup, scheduling, and service notifications.
Message frequency varies. Message & data rates may apply. Reply STOP to unsubscribe, HELP for help.
View our
Privacy Policy
and
Terms of Service
below.
Untitled checkboxes field
I agree to the Terms of Service and Privacy Policy and consent to receive SMS messages from AssistantWise.
*
Signature
*
Continue