Lead-to-Booking System for Moreno Valley, CA Service Businesses

No. The agents are designed to operate around the scheduling and customer-management software your team already uses, where technical access permits. You should not have to maintain a second CRM to work with us.

Only the records, fields, events, and actions you authorize and your CRM's API makes available. Typically that is existing customer records, service history and notes, open leads and estimates, and upcoming appointments already on the books. The exact list depends on the provider, your plan, and the permissions you grant, and is confirmed in a compatibility review.

Where your system exposes contact records, yes. The agent can recognize the caller or texter, reference the context your system holds, and skip questions it already has answers to. It never invents details a record does not contain.

Appointments, scheduled services, and open opportunities already recorded in your system. Nothing predictive and nothing from outside the data you authorize.

You answer six short questions about your operation, volume, systems, and timing, and get a recommendation. Only then does the calendar appear. If you book, your answers travel with the appointment so the call starts on your numbers rather than from scratch. OT Protocol follows up on what you intentionally submit; no texts are sent without a separate SMS opt-in.

You do, directly to the ad platform (e.g., Meta). We manage the campaigns; the ad spend itself is never financed or marked up by us. Your plan includes a managed ad-spend allowance scoped in your system review; management above it is quoted before anything changes.

Yes. The Lead Engine and Booking Engine are sold separately, and standardized modules are available when your existing systems support the workflow; module pricing is scoped in your system review.

A unique new inquiry that enters the Booking Engine and triggers contact, qualification, nurture, routing, or booking activity. Obvious spam, vendor solicitation, test records, exact duplicates, and internal testing don't count. A lead doesn't have to book to count, costs are incurred while responding and qualifying.

Prepaid capacity packs apply first, adding processed-lead, SMS and voice allowance at the rate set in your plan. Only after your base allowance and any packs are used does line-item overflow apply, and never both against the same usage.

By billable carrier segment, at the overflow rate set in your plan. Long messages split into multiple segments, special characters can shorten a segment, and both inbound and outbound billable segments may count.

By connected call duration, at the overflow rate set in your plan. Transfers, forwarding, and carrier charges may bill separately, and high concurrency requires a custom plan.

Yes. If you supply an approved client-owned API key, you pay that provider directly and we apply no usage markup. Integration and management fees still apply. When we use our credentials, third-party API usage is billed at provider cost plus a 30% administration margin.

Yes. You set the escalation rules. Real emergencies and defined situations route to a human or straight to your team; the AI handles qualification and booking within the rules you approve.

Against rules you approve before launch, service area, service type, urgency, and whether the caller is the decision-maker, plus spam and solicitation filtering. You review and sign off on the script and escalation behavior.

No. We operate the workflow that generates, qualifies, and books opportunities and report on the funnel. We don't guarantee a lead count, close rate, revenue, or job completion, those depend on your market, pricing, and how your team handles the work.

It depends on the provider's API, webhooks, authentication, permissions, and your subscription level. See our integrations pages for current, honestly-labeled status. Where a direct integration isn't available, we use a reliable handoff (notification, shared calendar, or export).

We fall back to a dependable handoff, internal team notifications, a shared calendar, or a structured export, so booked opportunities still reach your workflow.

Most builds go live within a couple of weeks of your approving the script, rules, and campaigns, depending on integration complexity and how much custom workflow your trade needs.

Setup fees cover the build work and are generally non-refundable once that work has started. We'll confirm the specifics in your agreement.

Month-to-month with notice; we'll confirm the exact terms in your agreement. There are no long-term contracts.