How It Works
The First 30 Days, From Kickoff Call To Monthly Report.
Here’s what our team does, in order, and the little we need from you along the way. You never log in or set anything up.
The First 30 Days
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Kickoff Call
A 30-minute call about what you quote, how you send quotes, how you talk to homeowners and what should happen when one is ready to go ahead.
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Your Quote List
You send us your open and past quotes in whatever way is easiest: an export from Jobber, Housecall Pro or ServiceTitan, a spreadsheet, or photos of paper quotes. You confirm that each homeowner on it asked you for a quote and agreed to be contacted about it. Anyone you’re unsure about stays off the list.
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Sequence Approval
We write the texts and emails in your voice, from your quotes. You read every message and approve it in writing (email is fine) before anything is sent. We don’t change the wording later without your OK.
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Number Registration
U.S. carriers require numbers used for business texting to be registered (A2P 10DLC). We register your business number in your business’s name and set up sending from your email address, so homeowners hear from the business they asked for a quote.
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Go-Live
The sequence starts on your list, and your free 14-day trial starts with it. We handle the replies, book re-inspections and estimate calls on your calendar and text you as soon as a homeowner is ready to talk. Anyone who replies STOP, says no or asks us to stop is taken off right away, and we tell you.
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Day 14: Your Trial Report
At the end of the free trial you get a report of every quote we followed up, every reply and anything booked. You decide whether to continue. If you don’t, you owe nothing.
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Monthly Report
A written report each month: quotes followed up, replies, appointments booked and opt-outs.
What We Need From You
A Short Checklist
- 30 minutes for the kickoff call
- Your quote list, and your confirmation that each homeowner on it asked you for a quote
- Your business details for carrier registration
- Access to send email from your business address
- Your calendar, or the times you take re-inspections and estimate calls
- Anyone who asks you directly to stop being contacted, so we can take them off too
- That’s it. After go-live you never touch a setting.
After Go-Live
Who You Contact When Something Needs Changing
Us, directly. Email contact@daveways.com or call +1 (872) 224-4362. We respond within 4 business hours (9 AM to 5 PM Central, Monday to Friday).