Setting up
We set Datify up with you. Nothing goes live until it has been tested on your own business.
How setup works
Setup is a call with our team. We go through your business together and get Datify ready to work the way you do.
We can read your website to get a head start on your services, hours and contact details. You then check and correct everything. Your website can’t tell us your prices, your diary or how you like to work, so we ask.
What we go through
During setup we confirm:
- The work you do: gas, plumbing, heating or a mix. We never assume a plumber does gas work.
- Your service area and working hours.
- Your prices and quote terms.
- How calls should be handled, including emergencies and who to contact.
- What Datify can book on its own and what needs your say.
- Your team and who does which jobs.
- Which messages can go to customers without asking you first.
Testing before going live
We connect your tools, then test them together. That means a real test call to your number, a test quote sent to your WhatsApp, and checks that your calendar, Xero and job software are being read correctly.
Datify only starts handling real work once each test has passed. If a connection isn’t ready, it is shown as not set up rather than quietly left half-working.
Changing things later
You can correct any of it later. Tell Datify on WhatsApp, change it in Settings in your workspace, or ask us. See Setting rules.