$0 Setup Fee · (312) 675-2985
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01

Point your number to us

Keep your existing business number and forward it to Pro Assist, or let us provision a new local or toll-free number. Either way, setup takes minutes, not a truck roll.

02

Tell us how you run your business

A short onboarding form covers your hours, services, pricing ranges, service area, and how you want different types of calls handled: bookings, emergencies, billing questions, and everything in between.

03

We build your call script & calendar rules

Your dedicated onboarding specialist builds a custom greeting, call flow, and booking rules, then connects your calendar (Google Calendar, Outlook, or most scheduling software) so receptionists can see real-time availability.

04

Review a test call together

We run a live test call with you before going live, so you can hear exactly how your business will be represented and request changes on the spot.

05

Go live

Flip the switch and every call starts getting answered in your business's name. You'll get a text or email summary after every call from day one.

06

Tune it as you grow

Update your script, hours, or booking rules anytime through your dashboard or with a quick note to your account manager, and changes go live same-day.

Onboarding
Day 2
JL
Jordan L., Onboarding specialist
Setting up Coastal Air & Heat
Jordan: I've built your greeting and connected your Google Calendar. Want to hear a test call before we go live?
Owner: Yes, let's do it this afternoon.
  • Greeting configured
  • Calendar connected
  • Test call scheduled
On track for Thursday launch
Behind every call

What happens after you go live

Receptionist wearing a headset, smiling while greeting a caller

Call answered

A receptionist greets the caller using your custom script, within three rings.

Desk calendar grid with a pen, used for booking appointments
Appointment booked

Handled or routed

Booked into your calendar, answered directly, or transferred live based on your rules.

Hands typing quickly on a laptop keyboard
Summary sent

Summary sent

You get a text or email summary of the call within seconds of it ending.

Professional reviewing printed documents at her desk
Weekly report

Logged & reported

Every call rolls into your weekly report, so you can see volume and outcomes over time.

Questions we hear often

Onboarding FAQ

Do I need to change my phone number?

No. Most clients simply forward their existing number to Pro Assist during business hours, after hours, or all the time, whichever you choose.

What if I need to make changes after launch?

Script updates, new hours, and booking rule changes are handled by your account manager and typically go live the same day you request them.

Which calendars and tools do you support?

Google Calendar and Outlook are supported out of the box, along with most major field-service and scheduling platforms. Ask us about your specific tool during setup.

Is there a contract?

No long-term contract is required on any plan. You can change plans or cancel with 30 days' notice.

Ready to see your onboarding timeline?

Talk to us today and most businesses are live on their phones within 48 hours.