Foreline

How it works

From a 15-minute demo to a system that runs.

Every step: what you do, what we do, and how long it usually takes. We set it up. You run the jobs.

  1. Step

    Book a demo

    About a minute

    Fill out the short form and we'll call or email you within 5 minutes to set up a 15-minute call. Sent it in the evening or on a Sunday? We'll reach you the next business morning. Or pick a time yourself on the booking page.

    You

    Tell us about your shop, and find one Hover report from a real job.

    We

    Call or email you back, and put the call on the calendar.

    Book a demo
  2. Step

    The demo

    15 minutes · no slides

    We run your Hover report through the Estimator live, so you see your own numbers instead of ours, and you see the Front office answer in the browser. Ask anything about pricing, setup or your CRM. If it's not a fit, we'll tell you on that call.

    You

    Bring the report, and your questions.

    We

    Build the estimate in front of you.

  3. Step

    Proposal and agreement

    Proposal usually within the hour

    If it's a fit, you get a written proposal, usually within the hour, then the service agreement: scope, fees, term and support, in writing. Nothing is charged before you've signed it.

    You

    Read it, ask anything, sign.

    We

    Answer every question in writing.

  4. Step

    Setup payment

    Card: same day · bank: 3–5 days

    One payment for the one-time setup fee, by card or bank transfer. A card clears the same day; a bank transfer usually takes 3–5 business days. Your first month of service is included in the setup, so the monthly starts the month after go-live.

    We take a small number of new setups at a time. If we're full when you say yes, you get a dated start week instead of a rushed setup.

    Pricing and terms
  5. Step

    Kickoff

    45 minutes · 60 for the Full system

    Booked once your payment clears. We learn how you price, how you answer the phone, or both, and you get a short list of what to send us.

    You never send a password. Where we need access, you create the key yourself and send it through a one-time secret link.

    You

    Send the homework: your price sheet, past estimates, your phone details.

    We

    Turn it into your system.

  6. Step

    Build and test

    Most of the week
    • Estimator: your price sheet loaded and checked line by line, then three of your past jobs run through it and compared with what you actually sent. Any miss is shown to you before go-live.
    • Front office: your agent written from your words, a number in your area code, and forwarding switched on together (busy and no-answer only), then 20 test calls. It goes live only after you've heard three recordings and replied "Approved".
    • Full system: both, plus your CRM: stages, tasks, your website form going straight in with an alert to you, and review requests.
  7. Step

    Go live

    Usually about a week
    • Estimator: usually about a week after the kickoff, depending on your price sheet.
    • Front office: usually answering calls about a week after the kickoff.
    • Full system: usually two to three weeks after the kickoff.

    Typical, not promised: the price sheet and the test calls set the pace. Texting isn't part of go-live.

  8. Step

    After go-live

    Month to month
    • Day 3: a 15-minute check-in call.
    • Day 7: a 30-minute check-in and your first weekly report.
    • Every Monday after that: a short report of what came in and what happened. It reports; it never projects.
    • Support by email at support@forelinesystems.com, 9am to 6pm Central, Monday to Friday. Agent down: we respond within 4 hours of support time. Anything else: the next business day.
    • Your monthly starts the month after go-live. Month to month — cancel any time with 30 days' written notice.

Book a demo

See it work on a real report.

A 15-minute call. No slides. Bring one Hover report from a real job and watch it turn into a priced estimate. If it's not a fit, we'll tell you.

Questions first? Email hello@forelinesystems.com.