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The basics to get up and running. Full step-by-step guides are on the way — for anything you need now, reach out and we'll help directly.
Getting started
Three things to know.
Getting set up
We train the AI on your business, connect your calendar or CRM, and forward your number. Most contractors are live within a few days — no technical work on your end.
Connecting your tools
TavaTrack works with Jobber, Housecall Pro, HubSpot, Google Calendar, Outlook, and thousands more via Zapier and webhooks. We'll set up the connections with you.
Tuning the AI
Adjust how it greets callers, what it books, your hours and service area, and when it should escalate to you. Change it any time — just let us know.
Need a hand?
We're happy to walk you through anything. Book a quick session and we'll get you sorted.
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