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3DAi VoiceLink Active

AI phone agent · Week 2

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Home Inspection Experts Setup

Jeannine Penta · Setup Week 1 · Jun 15

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iComfort Heating & Air Setup

George Colon · Onboarding

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🌿

Wild Oak Construction Setup

Luxury Residential · Onboarding

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Roof Replacement Inc Setup

Adolfo Ramos · Onboarding

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🎬

Hollywood Construction Corp Setup

Adolfo Ramos · Onboarding

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Roof Repairs CA Setup

— TBD — · Onboarding

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HIE — Getting Started

Client onboarding · payment schedule · checklists

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📁

Dashboard Template Template

Copy this for every new client

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📄

Getting Started Template Template

Dakota copies this for every new client

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