Set up your AI receptionist

The first time you open Jobs, CrewRobin takes you to Setup. You can come back to it any time from the Setup tab until you've finished.

1. Your business

Enter your Business name (the receptionist says it on every call), tick what you do under What do you do?, and add Your cell phone: every job the receptionist books is texted there. Add the ZIP codes you serve, separated by commas. 803* covers every ZIP starting 803. Click Next: hours.

CrewRobin adds common job types for your trades, with typical price ranges you can change.

2. Hours

Tick the days you work and set opening and closing times. The receptionist answers around the clock, but only books visits inside these hours. Click Next: job types.

3. Job types

Check the list, then click Looks good: create my receptionist. To change a job type's length or price range, use Settings.

4. Phone number

Click Choose a number to pick a local number for the receptionist, or keep your existing number and forward it to CrewRobin.

5. Test call

Call your CrewRobin number from your cell, or click Call from my browser. Pretend you have a leaking water heater and book a job. Then click I made a test call: go live. The job shows up under Jobs and you get a text.