TavaTrack Contractor Setup Form

Section 1 - About You

What is your full name?

What is the name of your business?

What trade is your business? (ex. plumbing, electrical, HVAC, etc.)

What is your email address?

What is your phone number?

What plan are you interested in?

Starter - $297/month (Lead capture + SMS alerts every time your AI takes a call. Up to 1,000 minutes/month included. Best for solo operators who want to stop missing calls.)

Pro - $497/month (Everything in Starter, with expanded capacity and priority onboarding. Up to 2,500 minutes/month included. Contact us if you have questions about this tier)

Enterprise - $797/month (Everything in Professional, with expanded capacity and priority onboarding. Up to 2,500 minutes/month included. Contact us if you have questions about this tier)

What is your average job value? (This helps us understand your business, not set your pricing)

Section 2 - Service Area

What town/city are you located in?

Do you have a physical location/address of business? If yes, please provide it.

How far from your place of business do you serve?

Section 3 - Business Hours

Please list your business hours for each day of the week. (Ex. Monday 9-5)

Do you offer emergency/after hour services?

Section 4 - Services

Please list all the services you offer. Please go into as much detail as possible.

What services do you not offer that may be offered in your field?

Section 5 - Scheduling and Response

How quickly do you typically follow up after a call?

Under 30 minutes (during business hours)

1-3 hours (during business hours)

Same business day

Within 24 hours

Next business day or later

Do you offer same day service?

Yes

Sometimes - for urgent situations or other exceptions

Section 6 - Emergency Configurations

What is your emergency escalation phone number?

Emergency Keywords Specific to Your Business

Section 7 - AI Receptionist Persona

What name do you want your AI assistant to go by?

Tone preference

Friendly and warm

Professional and efficient

Somewhere in between

Gender Preference for the AI Voice

Male

Female

Do you have a standard greeting you'd like the AI to open with? If so, please provide it.

Section 8 - Referral Program

Were you referred to TavaTrack by a partner business?

Yes

If you answered yes to the previous question, what was the partner business name?

Please provide the partner business phone number if possible.

Section 9 - Anything else?

Is there anything else the AI should know about your business?

What is your biggest concern about using an AI receptionist?

Any other questions, or comments?

I agree to receive automated SMS notifications from Tavatrack (program: TavaTrack Alerts) regarding my account, leads, calls, and service updates. Message frequency varies based on incoming call volume. Msg & data rates may apply. Reply STOP to opt out at any time or HELP for assistance. Privacy Policy: tavatrack.com/privacy.html · Terms: tavatrack.com/terms.html

I agree to receive automated SMS notifications from Tavatrack (program: TavaTrack Alerts) regarding my account, leads, calls, and service updates. Message frequency varies based on incoming call volume. Msg & data rates may apply. Reply STOP to opt out at any time or HELP for assistance. Privacy Policy: tavatrack.com/privacy.html · Terms: tavatrack.com/terms.html

Yes