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5 min read
LinePilot launch checklist for trades businesses
A simple first-day setup checklist for roofing, plumbing, heating, drainage, and electrical teams.
The clean launch order
A good launch keeps the owner in control. Set the business rules first, connect the call handover second, then test the full customer journey before you send live missed calls to LinePilot.
- Complete your company profile and service areas.
- Add emergency, qualification, and price-range rules.
- Connect or request your LinePilot phone number.
- Forward only unanswered calls first.
- Run one test call for each important job type.
What LinePilot needs to know
The receptionist works best when it has clear operating boundaries instead of vague instructions. Keep answers short and practical.
- Opening hours and after-hours instructions.
- Services you do and do not cover.
- Areas, postcodes, and travel limits.
- Emergency triage rules.
- Preferred callback and follow-up flow.
The first week
Review the first few captured calls, tighten the wording, and remove anything the AI should never promise. A few small changes usually make the receptionist feel much closer to your business.
- Check missed-call summaries every day.
- Add new FAQs from real customer questions.
- Update pricing guidance if callers ask the same thing repeatedly.
- Keep urgent jobs routed to the right person.