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Getting Started with pipehq
Follow this guide to get set up and start automating your plumbing business. Most customers are up and running within a day.
1
Complete onboarding
During your 2-hour onboarding session, we'll configure everything for your business. This includes setting up your quote templates, connecting your calendar, and configuring the AI receptionist.
Checklist
- Business details entered
- Quote template customised
- Calendar connected
- AI receptionist configured
2
Create your first voice quote
Open the pipehq app on your phone, tap the microphone, and describe a job. The AI will generate a professional quote that you can review and send instantly.
Checklist
- Download the mobile app
- Log in with your account
- Create a test quote
- Review and send
3
Set up integrations
Connect pipehq to your existing tools. Xero integration lets invoices sync automatically. Google Calendar keeps your schedule up to date.
Checklist
- Connect Xero (if using)
- Connect Google Calendar
- Test invoice sync
- Verify calendar sync
4
Go live
You're ready! Start using voice quotes on real jobs, let the AI receptionist answer calls, and watch the automation work.
Checklist
- Create real quotes
- AI receptionist active
- Follow-up sequences enabled
- Review dashboard daily