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Operations

The Operations menu is where you configure everything related to how your business runs — when you work, what you charge, and how jobs get scheduled. It has two tabs:

  1. 📅 Scheduling — working days, business hours, travel buffer, timezone
  2. 💰 Service Pricing — your services with prices for AI quoting

Scheduling Tab​

This controls when jobs can be booked by you or by the AI on your behalf. It also powers the Suggest Slots feature in the inbox app.

Days per week (preset)​

Quick shortcuts for common setups:

  • 5 — Monday through Friday
  • 6 — Monday through Saturday (default)
  • 7 — Every day of the week

Working days​

Fine-tune which specific days you work. Click a day chip to toggle it. Grayed out = closed, green = open.

By default:

  • ✅ Mon · Tue · Wed · Thu · Fri · Sat
  • ❌ Sun

Default start and end time​

Your standard business hours. Use the time picker to select any time down to the minute (e.g., 8:30 AM, 5:30 PM).

Default: 8:30 AM – 5:30 PM

Buffer between jobs​

Minutes of travel time the AI leaves between back-to-back jobs. The Suggest Slots feature and conflict detection both respect this buffer.

Default: 30 minutes · Max: 180 minutes

Example: If a job ends at 10:00 AM with a 30-min buffer, the next job can't start until 10:30 AM.

Default job duration​

The typical length of a service call. Used when scheduling or suggesting slots.

Default: 60 minutes · Range: 15–480 minutes

Timezone​

The timezone your business operates in. All job times are stored and displayed in this zone.

Default: Eastern — America/New_York

Available:

  • Eastern, Central, Mountain, Pacific
  • Arizona, Alaska, Hawaii
  • Atlantic (America/Puerto_Rico)

Per-day overrides​

Sometimes you work different hours on certain days (e.g., Saturday short hours). The override section lets you set specific start/end times per day.

Example: Monday–Friday 8:30 AM – 5:30 PM, but Saturday 8:30 AM – 4:00 PM.

Leave the override time blank to use the default hours.

How the Scheduling tab is used​

Your scheduling configuration is read by:

  1. Inbox app → Schedule Job modal — shows a warning if the user tries to book outside hours
  2. AI Suggest Slots — only suggests times within your working window, respecting the buffer and existing jobs
  3. Conflict detection — warns about overlapping jobs on the same worker
  4. Job confirmation messages — sent automatically to the customer through whichever channel they originally used (SMS, WhatsApp, Facebook Messenger, or Instagram DM). The channel is determined by where the lead came from — see Channels for how to connect each one. Confirmation messages are sent in the customer's language (English or Spanish, auto-detected).

Service Pricing Tab​

Configure your services and prices so the AI can quote leads accurately.

Adding a service​

Click Add Service and fill in:

  • Price Type — Flat Rate, Starting At, Per Hour, Per Unit, or Free Estimate
  • Category — Standard, Emergency, Maintenance, Diagnostic, or Installation
  • Service Name — e.g., "AC Annual Maintenance"
  • Price — the dollar amount
  • Description (optional) — what's included
  • Emergency Surcharge (optional) — extra fee for after-hours calls
  • Notes (optional) — exclusions or conditions

Active / Inactive toggle​

Click the status pill to activate or deactivate a service without deleting it. Inactive services are hidden from the AI but preserved in your list.

Rate Sheets & Documents​

Upload PDF rate sheets, service menus, or warranty docs. The AI will reference these when responding to complex pricing questions.

Quick setup checklist​

  1. Set your working days and hours on the Scheduling tab
  2. Adjust the travel buffer based on your service area
  3. Set your default job duration to match your typical call length
  4. Pick your timezone
  5. Switch to Service Pricing and add your core services with prices
  6. Upload any PDF rate sheets you have

Once configured, the AI uses these settings every time a lead asks about availability or pricing.