WattsFrom Signup to Booked Jobs:
Launching WattsBooked in Your Electrical Business.
A practical, step-by-step walkthrough for new customers. No fluff — just the exact steps that take you from a blank workspace to a platform that's answering calls, chasing quotes, and filling your calendar.
Connect your number and calendar
Your first move is laying a clean foundation. Most of this is pointing WattsBooked at the phone number, calendar, and customer list you already have — so the automations you turn on later have clean data to work with.
- Complete the platform walkthrough with your onboarding specialist
- Connect or port your main business phone number into Voice AI
- Sync your live calendar, working hours, and crew availability
- Import existing customer contacts and tag by job history
- Configure your job types and appointment options
- Add your brand colors, logo, and business details for templates
Load your services, area, hours, and pricing
Voice AI and Conversation AI only sound as good as the knowledge you give them. This step is about feeding them your shop's services, service area, and edge cases so they can handle most inbound calls and messages without you.
- Build your custom knowledge base: services, FAQs, hours, and policies
- Set your service area so the AI qualifies callers by location
- Load pricing rules, dispatch fees, and how you quote common jobs
- Set urgency rules so a "burning smell" or "sparking" call is flagged
- Add your standard job types — service calls, panel upgrades, EV chargers
- Confirm the foundation the AI will use to answer every caller
Train Voice AI and Conversation AI
Set the greeting, tone, urgency rules, and FAQs so both assistants sound like your shop. This is where a generic tool becomes your tool — answering the way you would if you could get to every call.
- Configure the Voice AI greeting, personality, and escalation rules
- Set which calls transfer to you — real emergencies, big installs
- Set up Conversation AI on your website chat and message channels
- Teach both assistants how you answer common customer questions
- Run test calls and chats and refine responses until they sound like you
- Approve your AI assistants to go live on real inbound traffic
Turn on missed-call text-back and follow-up
This is where WattsBooked starts earning its keep. The automations below are the ones that move revenue right away — and they're all pre-built, so turning them on is a matter of reviewing copy and flipping switches.
- Enable missed-call text-back so no caller slips to the next electrician
- Activate appointment reminder sequences (SMS + email, timed)
- Turn on automated quote follow-up that nudges until the customer replies
- Launch the new-lead nurture sequence across email and SMS
- Schedule the cold-lead re-engagement campaign for old quotes
- Confirm every automation has been test-fired before going live
Set up review requests, reporting, and go live
The last step turns WattsBooked from a tool into a growth engine. Start collecting fresh reviews, track where your leads come from, and flip everything live — so every call, text, and web chat now flows into one inbox, answered around the clock.
- Turn on review requests that fire the moment a job is marked done
- Read your analytics dashboard and identify your top lead sources
- Review which marketing actually drives booked jobs, not just calls
- Adjust automation timing and copy based on open and reply rates
- Go live — every call, text, and web chat now lands in one inbox
- Schedule your first optimization review with your success manager
Ready to get started?
Book your onboarding call and we'll walk you through Day 1 live — so you leave the meeting with an AI agent already answering calls.