Your rules for Nora, on one sheet. Fill it out before you start setup. It follows the short setup form: your hours, services, service area, calendar, and where to send your call summaries. The form takes about 10 minutes. With this done, you will have every answer ready.
Type in the boxes or print it blank and use a pen. Nothing you type here is saved or sent.
Example only: "Thanks for calling [your shop]. How can I help?"
You keep your business number. It forwards to Nora when you are closed. We set up the forwarding with you and show you how to turn it off.
You pick the schedule: nights, weekends, holidays. For each day, write when you stop picking up and when you start again.
| Day | Nora starts answering at | Nora stops answering at | Closed all day |
|---|---|---|---|
| Monday | |||
| Tuesday | |||
| Wednesday | |||
| Thursday | |||
| Friday | |||
| Saturday | |||
| Sunday |
One decision per job type. Book it: Nora puts the job in an open slot on your calendar. Callback time: she takes the caller's best time to hear from you and puts it in your summary text. If you would want to talk through the scope before anyone shows up, make it a callback.
| Job type | What Nora does | Allowed slots and days |
|---|---|---|
| Example only: water heater not working | Book it | Weekday mornings |
| Example only: leaking faucet | Book it | Any open weekday slot |
| Example only: remodel quote | Take a callback time | None, you call back |
Your trade, your call. For each problem, give Nora the one question that settles it. Calls that count get marked URGENT at the top of your summary text.
| Problem that counts as urgent tonight | The deciding question Nora asks |
|---|---|
| Example only: active leak | "Is water running right now?" |
Calendar booking is set up with you during setup, on your own line. After that, Nora books open slots only inside these rules.
After every after-hours call, a text lands with the caller's name, number, address, the problem, and the booked time or callback time. Urgent calls sit at the top. Robocalls and sales pitches get a polite no and are marked as spam, so you can skip them.
Did anyone or anything answer in my business name?
I left nothing and hung up. Did anything reach me about that call tonight?
Available on request. Not included in the plan, and no price is listed. Check any you want to bring up.