Set up your Auto Hail Repair snapshot.

Tell callers who they reached.

Where transfers go.

• 1
  Replace [Team Phone Number]

  On the Transfer to the Team Line step. Votel flags it until a real number is entered.

• 2
  Set your shop hours

  Days, start and end time, and time zone on the same rule. Outside these hours callers get a return-call task instead.

• 3
  Choose the from-number

  The caller ID used when transferring.

Make the free evaluation bookable.

• 1
  Assign staff

  The snapshot ships with a placeholder; choose the people who do evaluations.

• 2
  Set hours and location

  Evaluation hours and your shop address.

• 3
  Publish

  The bookable ships as a draft. Publish it once staff and hours are set.

Team emails and booking texts.

• 1
  Select an email sender

  On the insurer and new-lead emails, and for booking confirmations.

• 2
  Connect an SMS number

  For booking confirmations and reminders by text.

• 3
  Confirm the support address

  Team emails go to your account's support email. Make sure it reaches your estimator and front desk.

Let the receptionist answer common questions.

• 1
  Add a knowledge base

  How PDR works, how you handle estimates and supplements, and your hours. Without it the receptionist says the team will confirm.

Start the receptionist.

• 1
  Assign the agent to your number

  Inbound calls to that number start the call workflow and, when answered, the team email.

Prove it with test calls, then go live.

Text version of this diagram

Install the snapshot, set the Company Name, enter the team phone and shop hours on the transfer step, choose the caller ID, set up and publish the Free Hail Evaluation (staff, hours and location), connect an email sender and SMS number and confirm the support address, add a knowledge base for PDR and estimate questions, assign the agent to the shop line, run the acceptance calls, then activate.