Second Shift: Going live with a client in one click

Once the business signs with you, Make it live in your console turns its demo into the client. Everything a live client uses is in the paid pilot, targeted for December 2026; this page says what that looks like.

What happens, without more work from you

• The owner gets a confirm-your-details link.
• A phone number is bought for the client: its assistant number, for forwarded calls and texts. The business keeps its own number.
• The texting registration is filed with the carriers.
• The client's privacy policy and SMS terms are written, for you to add to their site.
• You get the line of code for their website and the forwarding code for their phones.

Chat works the same day, and missed calls reach the owner as leads. Texting starts when the registration clears, usually in 3 to 7 business days and within 2 weeks at most. Each client accepts the service terms before going live.

The owner's two steps

1. Confirm the details, about 2 minutes. The owner opens their link and checks the business details and the facts sheet: what the assistant knows about services, service area, hours, emergency service, prices and policies, each taken from the business's own website. They keep, drop or add facts, then confirm. Nothing answers on their site until they do.
2. Turn on call forwarding. On each phone that answers the business line, the owner dials the forwarding code they're sent (on Verizon, for example, *71 followed by the number), then answers the test call.

Optional: the owner connects Jobber or Google Calendar, so homeowners can pick confirmed times. The agency does everything else.

Call forwarding, in plain words

The business keeps its number. The forwarding code tells its phone company to send a call on to the assistant's number only when the line is busy or nobody answers; calls the owner picks up are untouched. Texting from the business's existing landline or VoIP number comes after the pilot; until then, texts come from the client's assistant number.

Texting registration, in plain words

US carriers block business texts from ordinary local numbers unless the business is registered, often called 10DLC registration. It's filed for each business at go-live, from details the owner gives once on their Texting page: the legal name and EIN for a company, or the owner's own name and mobile for a sole proprietor, plus an address and an email for the carriers' questions. Chat works the same day, and missed calls reach the owner as leads; texting starts when the registration clears.

Privacy policy and SMS terms

Carriers want each business to publish a privacy policy and SMS terms under its own brand, on its own website. They're written for each client, covering its website chat too, which links them from its notice. You add them to the client's site. A business without a website can't get texting approved.