Client onboarding
Your LocalLift guide
This page explains what we set up for you, what we'll need from you, and how your customers experience text-based booking. Everything here is written for you—not our internal checklists.
Before we start
What we'll ask you for
We collect this up front so your AI assistant sounds like you, quotes accurately, and books only when you're actually available.
| Topic | Why it matters |
|---|---|
| Business name | Exactly how you want it to appear to customers in texts. |
| Your cell number | We'll text you when a job is quoted or booked so you're never surprised. |
| Timezone & service hours | So we only offer appointment windows when you work. |
| Typical job length | How long each slot should block on your calendar (often around 3 hours). |
| How far ahead to book | Usually about a week—your call. |
| Service area | Your base location and how far you'll travel; we can turn this off if you serve a wide area. |
| Quiet hours | When the assistant shouldn't send automated texts (often about 9 PM – 8 AM). |
| Google Calendar | Which calendar should hold new jobs—and we'll walk you through sharing it safely (see below). |
| Team emails for login | Who should be able to sign in and see conversations and jobs (Google sign-in). |
| Google review link | Optional: we can drop it into the thank-you text after a completed job. |
| Pricing comfort level | Whether our standard junk-removal tiers work for you or you need custom ranges—we'll align with you. |
SMS consent on your website
For compliant business texting, your site should show a simple notice that by texting your number, customers agree to get messages from you (and how to opt out). If you don't have one yet, we'll help you add a short line in the footer or contact section.
Calendar setup
Connect Google Calendar
You don't need to be technical. You'll invite one secure Google address we give you (it ends with gserviceaccount.com) so bookings can appear as events on the calendar you already use.
- Get the invite address from us. Your onboarding contact will email you the exact address to add—keep it handy for the next step.
- Open Google Calendar → Settings → your calendar. Choose Share with specific people, paste our address, and set permission to Make changes to events (not view-only).
- Copy your Calendar ID. In the same settings area, under "Integrate calendar," copy the ID (often looks like
something@group.calendar.google.comor your Gmail). Send it to us—we plug it into your account. - We test a booking together. You should see a real event appear when a test job is scheduled.
If calendar sharing isn't complete, customers can still get a confirmation text, but the event might not show on your calendar. Nine times out of ten it's a sharing permission or a typo in the Calendar ID—we fix it with you.
Customer experience
What happens when someone texts you
Your published business number is the front door. From the customer's perspective, it feels like a normal text chat—just faster and always on.
- They text your number — any message starts the conversation.
- Greeting & intake — the assistant asks what needs to be removed, access (stairs, inside vs outside), and invites photos if they want.
- Photos (optional) — if they send pictures, the system uses them to tighten the estimate.
- Quote — when it has enough detail, it sends a clear price range (for example $X–$Y) including any add-ons you've defined (stairs, same-day, etc.).
- Service area — if you use a radius, it checks the pickup address before quoting. Outside the area gets a polite decline.
- Scheduling — it offers real openings based on your hours, job length, and calendar.
- Booking — they pick a time, confirm details, and get a confirmation text. A calendar event is created when your calendar is connected.
- Done — the job is booked and visible in your dashboard.
After the quote
Gentle follow-ups & reminders
Each morning, the system reviews open conversations and scheduled jobs so nothing falls through the cracks.
| Situation | What your customer gets |
|---|---|
| Quoted, no booking yet — ~24 hours | A friendly check-in: still interested, happy to answer questions or schedule. |
| Still not booked — a few days later | One more polite nudge. |
| Still not booked — after two weeks | The thread closes quietly—no spam. |
| Booked — day before the job | Reminder with date and time window. |
| Booked — morning of the job | Same-day reminder; they can reply to confirm or ask to reschedule. |
| Day after the job | Thank-you text. If you gave us a Google review link, we can include it here. |
Customers can reschedule anytime by texting back—we'll offer new times and update the calendar when applicable.
Pricing
Typical tier ranges (junk removal)
Many haulers start from defaults like these. Yours can be customized to match how you actually bid—we'll lock that in with you before go-live.
| Size | Volume (guide) | Example range |
|---|---|---|
| Small | Up to ~2 cu yd | $50–$100 |
| Medium | ~2–5 cu yd | $75–$200 |
| Large | ~5–9 cu yd | $250–$650 |
| Extra large | ~9–12 cu yd | $500–$1,800 |
Common add-ons
Examples: stairs per flight, inside carry, hazardous items, same-day service, or a discount for curbside. We'll mirror your rules so quotes match what you'd say on the phone.
Your tools
Your dashboard
Sign in with Google using the email we authorized for you. You only ever see your own business—never another client's data.
Conversations
- Every SMS thread, newest first
- Open a chat to read the full back-and-forth
- Close a thread when a lead is truly dead
Jobs
- Booked, completed, and other statuses in one list
- Open a job for full details and timing
- Mark a no-show when you're on site and can't reach the customer
What you won't change in the app
Business settings, pricing, hours, service area, and who can log in are managed by us when you need a change. Just reach out—we turn updates around quickly.
Good to know
A few helpful details
Quiet hours
During the overnight window you set, we don't send automated replies. If someone texts then, the conversation still updates—replies flow when the conversation is active again in line with your rules.
Service area
If you use a radius, we verify the pickup address before giving a price. If you don't use one, we collect the address later at booking.
Calendar optional
Without Google Calendar, you can still book jobs in the system—we just won't create or conflict-check Google events until a calendar is connected.
Optional
Turn missed calls into text leads
If you want, your existing business line can forward unanswered calls to your LocalLift number after a few rings. Callers hear a short greeting, then get a text that picks up where the call left off—same booking flow as a normal inbound text.
What you do on your side
On your phone carrier or VoIP settings, set conditional call forwarding on no-answer to the number we assign you. Answered calls stay on your normal line; only unanswered calls roll to LocalLift.
We handle the technical hookup on our side when you opt in—your onboarding contact will confirm the number and test with you.