How can we help?

Head to promarketinglab.com and click "Start Your 14-Day Free Trial". You'll enter your name, email, phone number, and create a password. No credit card is required for the trial.

Enter your business name, business phone number, website (optional), city, state, and service radius. This info is used by the AI to sound like it's part of your team.

You can also add "AI personality notes", for example, "Keep it casual, I'm a small-town plumber, use my first name Mike". This shapes how your AI talks to leads.

Check off the services you offer (plumbing, HVAC, electrical, etc.) and set your business hours for each day of the week. The AI uses this to only book appointments during times you're actually available.

You can toggle individual days off if you don't work weekends, for example.

This is where you tell the AI where your leads come from. You can connect any combination of:

Google Calendar, so the AI can see your real availability and book appointments (see Calendar Setup Guide)

Missed Call Text-Back, forwards missed calls on your existing number to the AI (see Missed Call Setup Guide)

Website Form Webhook, sends leads from your site's contact form to the AI (see Webhook Setup Guide)

CRM Integration, syncs with ServiceTitan, Jobber, Housecall Pro, or Zapier (see CRM Setup Guide)

Here's the simple version: when someone calls your business number and you answer, it's a totally normal phone call, nothing changes. When you miss the call (because you're on a job, driving, etc.), the call forwards to our system and the AI texts the caller back within 60 seconds.

Your number on Google, Yelp, business cards, your truck, nothing changes. We just handle the calls you can't get to.

In your Pro Marketing Lab dashboard, go to Settings > Missed Call Text-Back. You'll see a forwarding number assigned to your account. It will look something like:

This is the number your phone will forward to when you miss a call. Keep this number handy, you'll need it in the next step.

The steps depend on your phone carrier. Pick yours below:

For iPhone (AT&T, T-Mobile, Verizon):

Open your Phone app and dial the code below (replacing the number with your Pro Marketing Lab forwarding number):

For Android:

Go to Phone app > Settings (three dots) > Call Settings > Call Forwarding > Forward when unanswered. Enter your Pro Marketing Lab forwarding number and save.

For a landline / VoIP (Google Voice, RingCentral, etc.):

Log into your provider's settings portal and look for "Forward when no answer" or "Conditional forwarding". Set the forwarding number to your Pro Marketing Lab number.

Use a friend's phone or a second phone to call your business number. Don't answer the call, let it ring until it stops. Within 60 seconds, the calling phone should receive a text from your AI agent.

Check your Pro Marketing Lab dashboard, you should see the new lead appear under Leads with the conversation started.

"I'm not getting the text back"

Make sure you used conditional forwarding (*71), not unconditional forwarding (*72). Also verify the forwarding number matches exactly what's shown in your dashboard.

"All my calls are going straight to the AI"

You accidentally set up unconditional forwarding. Disable it by dialing *73 on your phone, then redo step 3 using *71 instead of *72.

"My carrier charges for call forwarding"

Most carriers include conditional call forwarding for free, but some older plans may charge. Contact your carrier to confirm. Google Voice and most VoIP services include it free.

In your Pro Marketing Lab dashboard, go to Settings > Integrations > Website Form. You'll see your unique webhook URL. It looks like:

Copy this URL, you'll paste it into your website builder in the next step.

The steps depend on your website builder. Pick yours:

WordPress (Contact Form 7, WPForms, Gravity Forms):

Install the WPWebhooks plugin (free). Go to Settings > WPWebhooks > Send Data. Add a new webhook and paste your Pro Marketing Lab URL. Map your form fields: "Name" → name, "Phone" → phone, "Email" → email, "Message" → message.

Wix:

Go to Automations > New Automation. Set trigger to "Form submitted". Add action "Send an HTTP request". Paste your webhook URL, set method to POST, and map your form fields.

Squarespace:

Go to Settings > Developer Tools > Webhooks (or use Zapier, see the integration guide). Add your Pro Marketing Lab URL as the endpoint for form submissions.

Google Ads Lead Forms:

In Google Ads, go to your lead form extension. Under "Lead delivery", choose webhook and paste your Pro Marketing Lab URL.

Any other site (custom HTML):

Add this to your form's submit handler:

Fill out your own website form using a real phone number you can check. Within 60 seconds, you should receive a text from your AI agent. Check your Pro Marketing Lab dashboard to confirm the lead appeared.

You can add a source parameter to your webhook URL so you know where each lead came from in your dashboard:

This helps you track which lead sources are booking the most jobs.

"Form submitted but no text received"

Check your dashboard, if the lead appears but no text was sent, verify the phone number was formatted correctly (include area code). If the lead doesn't appear, double-check your webhook URL.

"I get an error when the form submits"

Make sure your webhook URL is correct and includes your contractor ID. Also ensure you're sending data as POST, not GET.

"I use Angi / Thumbtack / HomeAdvisor"

These platforms send leads via email. You can connect them through our email parsing integration (Settings > Integrations > Email Leads) or via Zapier.

If you want to track which page or ad campaign a lead came from, add hidden fields to your form:

In your dashboard, go to Chat Widget in the sidebar. You'll see your unique embed code:

You can customize the color and greeting message right in the dashboard before copying the code.

Paste the embed code just before the closing </body> tag on your website. Platform-specific instructions:

WordPress: Go to Appearance > Theme Editor > footer.php, or use the "Insert Headers & Footers" plugin and paste it in the Footer section.

Wix: Go to Settings > Custom Code > Add Custom Code. Paste the code, set placement to "Body - End", and apply to "All Pages".

Squarespace: Go to Settings > Developer Tools > Code Injection. Paste the code in the Footer section.

Any HTML site: Open your main HTML file and paste the code right before </body>.

Back in your dashboard under Chat Widget, you can change:

Widget color, match your brand (the data-color attribute)

Greeting message, what the chat bubble says when someone opens it

Position, bottom-right (default) or bottom-left

Changes take effect immediately, no need to update the code on your site.

Visit your website and look for the chat bubble in the bottom-right corner. Click it, type a message like "I need a plumber for a leaky faucet", and verify the AI responds. The conversation should also appear in your Pro Marketing Lab dashboard.

Go to Integrations in your dashboard sidebar. You'll see these supported CRMs:

ServiceTitan, Full two-way sync. Leads, appointments, and customer records.

Jobber, Leads and appointments sync. Customer records created automatically.

Housecall Pro, Leads and appointments sync. Job scheduling integration.

Zapier, Connect to 5,000+ apps. Use this if your CRM isn't listed above.

Click "Connect" next to ServiceTitan. You'll be redirected to ServiceTitan's authorization page. Log in with your ServiceTitan admin credentials and approve the connection.

Once connected, Pro Marketing Lab will automatically:

✓ Create new customer records for incoming leads
✓ Sync booked appointments to your ServiceTitan calendar
✓ Tag leads with their source (website form, missed call, etc.)
✓ Update lead status when jobs are completed

The process is similar for both. Click "Connect" next to your CRM name, authorize access, and you're done.

Jobber: Leads become new Requests in Jobber. Booked appointments become scheduled Visits.

Housecall Pro: Leads become new Customers. Booked appointments show up on your HCP calendar.

Both sync within 1-2 minutes of an event happening in Pro Marketing Lab.

If your CRM isn't listed, use Zapier to connect. Click "Connect Zapier" and you'll be guided through creating a Zap:

Trigger: "New Lead" or "Appointment Booked" in Pro Marketing Lab

Action: Create record in your CRM (Salesforce, HubSpot, Monday.com, Google Sheets, etc.)

Zapier has a free tier that supports up to 100 tasks/month, which is enough for most contractors on the Starter plan.

After connecting, send a test lead through any of your lead sources (submit your own website form, or use the test lead feature in your dashboard). Check your CRM within 2 minutes, the lead should appear there with all details.

If it doesn't show up, check the Integration Health panel in your dashboard for any error messages.

In your dashboard, go to Settings > Integrations (or the Connect Tools step during onboarding). Click "Connect Google Calendar".

You'll be redirected to Google's sign-in page. Log in with the Google account that has your business calendar.

Google will ask you to grant Pro Marketing Lab permission to view and edit your calendar. This is required so the AI can:

✓ Check your availability before offering time slots
✓ Create calendar events when an appointment is booked
✓ Avoid double-booking you

Click "Allow" to grant access. We only access your calendar, nothing else in your Google account.

If you have multiple calendars, select the one you use for scheduling jobs. The AI will only look at and book on this specific calendar.

You can change this later in Settings > Integrations > Google Calendar.

Optionally, set a buffer time between appointments (e.g., 30 minutes) so you have time to drive between jobs. The AI will automatically account for this when offering time slots to leads.

You can also set a minimum notice period (e.g., 2 hours) so the AI doesn't book a job for 15 minutes from now.

Go to Settings in your dashboard. Under Services, check off everything you offer. The AI uses this to correctly qualify leads, if someone asks about a service you don't offer, the AI will politely let them know and suggest they look elsewhere.

You can also add custom services not in the default list by typing them in.

Enter your city, state, and service radius (e.g., "25 miles from Austin, TX"). The AI uses this to check if a lead's address is in your range before booking an appointment.

If a lead is outside your area, the AI will let them know politely and suggest they find a provider closer to them.

Set your working hours for each day of the week. The AI will only offer appointment slots during these hours. You can toggle days off (like Sunday) with one click.

This is where the magic happens. In the "AI Personality Notes" field, describe how you want your AI to sound. Examples:

"Keep it friendly and casual. Use my first name, I'm Mike from Mike's Plumbing. Drop in a joke if it fits."

"Professional but warm. We're a family-owned business, mention that if it comes up. Always end messages with 'Thanks for choosing us!'"

"Short and to the point. Don't over-explain. Get to the scheduling fast."

The AI adapts its tone based on these notes while still being professional and focused on booking the job.

Use the "Send Test Lead" button at the top of your dashboard to simulate a new lead. This lets you see how the AI responds with your current settings. Tweak the personality notes and test again until you're happy with it.

Your 14-day free trial includes full access to all features in your selected plan. No credit card is required to start. You'll receive an email reminder 3 days before your trial ends.

If you don't choose a paid plan, the AI simply stops responding to leads. Your data and settings are saved for 30 days in case you decide to come back.

Go to Settings > Billing in your dashboard. You can upgrade or downgrade your plan at any time. Changes take effect immediately:

Upgrading: You get instant access to the new plan's features. You're charged the prorated difference for the rest of the billing cycle.

Downgrading: Takes effect at the end of your current billing cycle. You keep your current features until then.

Go to Settings > Billing > Cancel Subscription. There are no contracts or cancellation fees. Your AI agent will continue working until the end of your current billing cycle.

After cancellation, your data is kept for 30 days. If you change your mind, you can reactivate and pick up right where you left off.