Get Penny ready for the calls your business takes.
Start with your services and the questions your office asks. Each guide shows what you need, where to change it, and the result to check before customers reach Penny.
01
Getting started
Set up the Penny your customers will reach. Add your business details, connect your calendar, and test a request before forwarding calls.
02 · About 2 minutes
Forward your business calls to Penny
Keep the number on your truck, signs, and listings. Choose which calls reach Penny, follow your carrier’s instructions, and test the original line.
03 · About 2 minutes
Choose overflow forwarding or every call
Keep answering the calls you can reach, or let Penny take first contact while you work. Choose the forwarding mode that fits your day.
04 · About 5 minutes
Write the emergency rules for your shop
Give Penny the words that make a call urgent, the safety line to say first, and the person to reach. Start from your trade’s rules and test both paths.
05 · About 3 minutes
Set up who is on call tonight
Put the night phone in the hands of the person covering the shift. Set the shifts and the transfer style, then make an agreed test call.
06 · About 2 minutes
Connect Google Calendar or Outlook
Let callers finish with a booked visit on the calendar your team already checks. Connect Google Calendar or Outlook, then verify the first appointment.
07 · About 3 minutes
Add Penny chat to your website
Give website visitors a place to ask about your services and request a visit. Install your account’s chat snippet, then check the published site on a phone.
08 · About 1 minute
Let Penny read your business website
Use the services, hours, and area on your website to teach Penny about your business. Import the public URL, review it, add your FAQs, and test an answer.
09 · About 1 minute
Test Penny’s English and Spanish intake
Hear how Penny handles the same service request in English and Spanish. Test a language switch, the required details, and the appointment outcome.
10 · About 5 minutes
Connect Jobber or Housecall Pro
Have Penny send each call’s and chat’s intake to the software your office works from. Connect it, make one test call, and find the record.
11 · About 5 minutes
Connect Zapier, signed webhooks, or the API
Choose the Penny app in Zapier (for Slack, Microsoft Teams, HubSpot, Salesforce and other apps), a signed webhook, or the reports API, then check one delivery.
12 · About 3 minutes
Test your own Penny before forwarding calls
Play the caller you expect on Monday and the one you worry about at night. Check the booking, urgent-call rule, and record your office receives.