From the day you sign up, the promise is simple: built in a week, fully operational in two. Here's what that actually looks like.
Days 1–3: The build
Escape's team builds your account around your business — your services, your service area, your team, your branding, your pricing.
One thing starts on day one, before anything else: registering your business phone number for texting. Carriers (Verizon, AT&T, T-Mobile) review and approve every business number that sends texts — it's an industry-wide requirement that protects customers from spam, and it's the one step with a wait we can't control. Starting it first means it's usually approved by the time everything else is ready. More on this in "My texts aren't sending yet".
Days 3–7: Your customers and connections move in
- Your customer list is imported and cleaned up.
- Your Google Business Profile, website forms, and payment processing get connected.
- Your price book is loaded.
- Every automatic message is tailored to your shop — your service area, your hours, your services.
- We run a full end-to-end test: a fake lead comes in, books a job, gets confirmations, lands on the dispatch board, gets an invoice, gets a review ask. Everything gets checked before a real customer ever touches it.
Week 2: Training and go-live
- A live walkthrough for you, your office, and your techs — recorded, so new hires can watch it later.
- Logins handed off, along with a quick-start guide.
- Your phone number goes live and lead capture switches on.
- We watch the first real leads come through with you.
Before the training call ends, we'll book your 30-day check-in — a short call to review how the system is performing and tune anything that needs it.
What we'll need from you
The fastest builds happen when we get these early (most are collected at your onboarding call):
- Your logo and Google review link
- Your customer list export from your old system
- Your price book
- Your team roster — who's the owner, who runs the office, who's on the trucks
Questions during onboarding?
Just reply to any email from the team, or contact support — Elevateacademy@callelevate.com · 864-252-1829.