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Customer Discovery

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Customer Discovery

  • If Yes, an additional Discovery will need to be completed for that company.
  • Please list each day's hours that the office is open
  • Please list each day's hours that you run After Hours Services
  • Office Hours CSR Escalation Contact

  • Check 1, 2, 3, 4 or 5 (1 is first level, 5 is last level)
  • After Hours CSR Escalation Contact

  • Check 1, 2, 3, 4 or 5 (1 is first level, 5 is last level)
  • On Call Tech Information: Send On Call Calendar/documents to info@hellobooked.com

  • Phone & Email Preferences

  • Auto Attendant Script:Your Auto Attendant is the recording that your customer will hear when they call your company’s phone numbers. For Example: “Thank you for calling ABC HVAC please hold for the next available team member”. HelloBooked will record your scripts for you. If you would prefer to record your own let us know on the Discovery Call and we will send instructions.
  • Email Preferences: HelloBooked sends email notifications when a job is booked, rescheduled or cancelled. Enter the names and email addresses below for those you wish to receive these emails
  • This is the mail relay server that HelloBooked uses to send all email notifications that come out of the system. For example: booked job email notice, cancel job email notice. Your customers will see these emails come from @hellobooked.com domain. Here, you are agreeing to use our Default by selecting “Yes” below. If you choose to use your own SMTP mail relay server, we will use your company domain name as the “From” email addresses, but you are required to provide all of your SMTP server information.
  • Dispatch Fees

  • This field is for validation purposes and should be left unchanged.
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