Onboarding - Ordella

Step 1 of 9

Tell us about your business.

This is how your AI receptionist will introduce itself and handle your calls.

Business name *

Owner / primary contact name *

Business phone number *

Calls will forward from this number

Email address *

Trade type *

What type of tradesperson are you?

Website (optional)

Step 2 of 9

Where do you work?

We'll use this so your AI receptionist can instantly tell callers if you cover their area.

How do you define your service area? *

Your base address *

We'll calculate your service radius from this address

Radius from your base *

5 miles 25 miles 100 miles

Postcodes or towns you cover *

Separate with commas or new lines

If a job is outside your area… *

How should we notify you for approval? *

Choose what happens when an out-of-area call comes in

Step 3 of 9

Emergency callouts.

Tell us how to handle urgent calls so your AI receptionist can respond appropriately day or night.

Do you offer emergency callouts? *

What counts as an emergency?

Your AI will use this to identify genuine emergencies

Emergency availability *

From

Until

How should we handle emergency calls? *

Emergency contact number (if different from business phone)

Step 4 of 9

Your working hours.

Your AI receptionist will only offer bookings during these times.

Working days *

Start time *

End time *

Do you work weekends? *

Weekend start

Weekend end

Step 5 of 9

How do you schedule jobs?

This determines how your AI receptionist offers appointment slots to callers.

Booking style *

Time window 1

Time window 2 (optional)

Appointment interval *

Custom interval (minutes)

Buffer time between jobs?

Buffer duration (minutes)

Step 6 of 9

Booking preferences.

Set the rules so your AI receptionist never over-books or under-books you.

Allow same-day bookings? *

Maximum jobs per day (optional)

If you're fully booked, what should we do? *

Minimum notice required *

Step 7 of 9

Quotes & site visits.

Some jobs need a look before a price. Tell us how you handle that.

Do you carry out quotes / site visits? *

When can quotes be booked? *

Quote time preference

Quote days

How many quotes per day? *

Should quotes use separate availability from normal jobs?

Step 8 of 9

Your services.

Your AI will use this list to understand what jobs to accept and which to turn away.

Services you offer *

List all jobs you take on — one per line

Do any services require a quote first? *

Which services require a quote or site visit first?

Jobs you do not take on (optional)

Your AI will politely decline these

Allow rescheduling?

Allow cancellations?

Step 9 of 9

Almost done!

Last few details and your AI receptionist will be ready to go.

Calendar integration *

Anything else we should know? (optional but important)

Special instructions, how you like to run things, anything your receptionist must know

You're all set up!

Your AI receptionist is being configured. We'll notify you when everything is live and ready to take calls.

✓ Business profile created

✓ Service area configured

✓ Booking rules saved

✓ AI receptionist training started