Onboarding Form | ProCallAgent

Final step: tell us about your business, and we'll take it from here.

Good news — we already have a built-in knowledge base covering common issues for your trade, so your AI Receptionist starts smart on day one. What we need from you below is the specific stuff that makes it your business — your hours, your service area, your pricing approach, and anything unique about how you operate.

Select Your Trade

💾 Your progress is saved automatically as you type — feel free to pause and come back later on this same device. Want to finish another time? Bookmark this page, or just come back to procallagent.com/onboarding.html whenever you're ready.

We'll review your details and build your custom AI Receptionist. We may follow up with a quick call if we need anything clarified. No card or payment is collected today — once your agent is built and you approve it for launch, we'll send you a secure payment link. Billing starts only after that, at $39/month.

HVAC Contractor

Business Basics

Email You Used to Sign Up * (so we can match this to your account)

Company Name *

Phone Number *

Address (if you'd like it public)

Business Hours *

Service Area/Radius In Miles *

Emergency Service

Emergency Service Available? *

Typical Response Time (if applicable)

Services Offered

Check all that apply — uncheck anything you don't offer

AC Repair & Installation

Furnace & Heating Repair

Heat Pump Service

Ductwork Services

Indoor Air Quality

Thermostats & Smart Controls

Maintenance Plans & Tune-Ups

New Construction & Installation

Light Commercial HVAC

Specialty Services (anything not listed above)

Business Type & Plans

Residential, Commercial, or Both? *

Maintenance Plans Offered? *

Maintenance Plan Details (if yes)

Pricing & Licensing

Pricing Approach (optional — share whatever you're comfortable committing to, even if it varies by job)

Payment Methods Accepted

Licensed & Insured? *

Warranty / Guarantee Policy

Call Notifications

Specify here the person(s) you want to receive the completed call details.

Notification Email(s) * (separate multiple with commas)

Notification Phone Number(s) for Text (separate multiple with commas)

Special Offers

Current Promotions (optional — your Receptionist will mention this near the end of the call)

Electrician

Business Basics

Email You Used to Sign Up * (so we can match this to your account)

Company Name *

Phone Number *

Address (if you'd like it public)

Business Hours *

Service Area/Radius In Miles *

Emergency Service

Emergency Service Available? *

Typical Response Time (if applicable)

Services Offered

Check all that apply — uncheck anything you don't offer

Electrical Repairs

Panel & Service Upgrades

Wiring & Rewiring

Lighting

Outlets, Switches & Special Circuits

Electrical Safety & Inspections

Generators & Backup Power

Light Commercial Electrical

Specialty Services (anything not listed above)

Business Type & Plans

Residential, Commercial, or Both? *

Maintenance Plans Offered? *

Maintenance Plan Details (if yes)

Pricing & Licensing

Pricing Approach (optional — share whatever you're comfortable committing to, even if it varies by job)

Payment Methods Accepted

Licensed & Insured? *

Warranty / Guarantee Policy

Call Notifications

Specify here the person(s) you want to receive the completed call details.

Notification Email(s) * (separate multiple with commas)

Notification Phone Number(s) for Text (separate multiple with commas)

Special Offers

Current Promotions (optional — your Receptionist will mention this near the end of the call)

Tree Service

Business Basics

Email You Used to Sign Up * (so we can match this to your account)

Company Name *

Phone Number *

Address (if you'd like it public)

Business Hours *

Service Area/Radius In Miles *

Emergency / Storm Service

Emergency Service Available? *

Typical Response Time (if applicable)

Services Offered

Check all that apply — uncheck anything you don't offer

Tree Removal

Tree Trimming & Pruning

Emergency Tree Services

Land & Lot Clearing

Health & Diagnostics

Stump Grinding & Removal

Cabling & Support

Debris & Cleanup

Specialty Services (anything not listed above)

Business Type & Plans

Residential, Commercial, or Both? *

Do You Haul Debris?

Additional Notes (optional)

Pricing & Licensing

Pricing Approach (optional — share whatever you're comfortable committing to, even if it varies by job)

Payment Methods Accepted

Licensed & Insured? *

Warranty / Guarantee Policy

Call Notifications

Specify here the person(s) you want to receive the completed call details.

Notification Email(s) * (separate multiple with commas)

Notification Phone Number(s) for Text (separate multiple with commas)

Special Offers

Current Promotions (optional — your Receptionist will mention this near the end of the call)

Handyman

Business Basics

Email You Used to Sign Up * (so we can match this to your account)

Company Name *

Phone Number *

Address (if you'd like it public)

Business Hours *

Service Area/Radius In Miles *

Scope & Availability

Minimum Job Size / Service Fee (if any)

Do You Do Any Minor Plumbing or Electrical Fixes? *

Services Offered

Check all that apply — uncheck anything you don't offer

General Repairs

Carpentry

Painting

Installation Services

Home Maintenance

Assembly & Setup

Small Remodel Assistance

Specialty Services (anything not listed above)

Business Type & Plans

Residential, Commercial, or Both? *

Maintenance Plans Offered?

Maintenance Plan Details (if yes)

Pricing & Licensing

Pricing Approach (optional — share whatever you're comfortable committing to, even if it varies by job)

Payment Methods Accepted

Licensed & Insured? *

Warranty / Guarantee Policy

Call Notifications

Specify here the person(s) you want to receive the completed call details.

Notification Email(s) * (separate multiple with commas)

Notification Phone Number(s) for Text (separate multiple with commas)

Special Offers

Current Promotions (optional — your Receptionist will mention this near the end of the call)

Lawn Care

Business Basics

Email You Used to Sign Up * (so we can match this to your account)

Company Name *

Phone Number *

Address (if you'd like it public)

Business Hours *

Service Area/Radius In Miles *

Contract & Scheduling

Recurring Contracts, One-Time Jobs, or Both? *

Typical Mowing Frequency (if applicable)

Services Offered

Check all that apply — uncheck anything you don't offer

Mowing & Basic Maintenance

Lawn Health & Treatment

Landscaping

Seasonal Services

Irrigation

Specialty Lawn Services

Specialty Services (anything not listed above)

Business Type & Plans

Residential, Commercial, or Both? *

Do You Offer Snow Removal?

Additional Notes (optional)

Pricing & Licensing

Pricing Approach (optional — share whatever you're comfortable committing to, even if it varies by job)

Payment Methods Accepted

Licensed & Insured? *

Warranty / Guarantee Policy

Call Notifications

Specify here the person(s) you want to receive the completed call details.

Notification Email(s) * (separate multiple with commas)

Notification Phone Number(s) for Text (separate multiple with commas)

Special Offers

Current Promotions (optional — your Receptionist will mention this near the end of the call)

✅

Details Received!

Thanks for filling this out. We'll use this to build your custom AI Receptionist and follow up if we need anything else.

No card or payment was collected today. Once your agent is built and ready, we'll email you a secure payment link to approve and go live — $39/month, starting only then.