What We Need
From You

You already have this. It's the sheet we shared, pre-loaded with your current services and pricing, exactly the way your estimate tool prices them today. Here's what we need from you inside it.

• Add new services, including your SoftWash Systems master list, on the New Services - Add Here tab (the last one). Fill every column and we'll slot each one into place.
• To change a price on something you already offer, edit it right on its tab: Roof Services, Surface Services, or Add-On Services.
• Please don't rename tabs or column headers. Your estimate tool reads them by name. The READ ME FIRST tab walks through all of it.

Your assistant is only as smart as what you give it. We need your real answers, in your words.

• Your common customer questions and how you want them answered.
• The basics it must get right: services you do and don't do, your service area, your 5-Year Moss-Free Warranty, and that estimates are done in person.
• How you want your chat and voice AI to sound: the feel of your brand voice, and the way your frontline team talks to prospects, leads, and customers, so we can build it to sound just like you.

We already sent this over. Open it, and try it like you're a customer, on both the chat and the voice assistant.

• Ask it what a real customer would ask on both the chat and the voice assistant.
• Note anything wrong, awkward, or off-brand, and tell us how it should have answered instead.

That short list is all we need to tune them.

Once 1, 2, and 3 are back from you, two things move forward. You stay in control of both.