Gmail, calendar and Operio number

Connect tools

Activation centre

Connect the three things Operio needs to start helping.

Gmail, Calendar and an Operio-managed phone number are enough to start: missed callers, quote follow-up, booking reminders and customer replies in one place.

Gmail

ready to connect

Calendar

ready to connect

Operio number

assignment ready

Production keys are not connected in this local environment, so Operio shows safe setup states instead of pretending live customer messages are active.

connect

Gmail / Google Workspace

Send quote follow-ups from the business inbox and pull customer replies back into the job thread.

Inbox sync

Quote replies

PDF/photo attachments

View Gmail setup

connect

Google Calendar

Detect appointments and send booking reminders without staff entering the same details twice.

Booking detection

Reminder timing

No-show protection

View Calendar setup

assign

Operio phone number

Use an Operio-managed number for missed-call recovery, SMS replies and delivery tracking.

Assigned number

Forwarding check

Live message status

Activate number

Operio-managed phone

We assign the recovery number. The tradie follows simple forwarding steps.

No porting, SIP or phone-system projects for MVP. Operio provides the managed number, verifies forwarding and shows when missed-call recovery is live.

Assigned number

07 3184 9206

Forward missed calls

2-minute check

Recovery status

waiting to verify

Gmail setup

Gmail connection is a guided setup step, not a raw button.

setup help

For launch, Operio should connect Gmail through a proper Google OAuth screen. Until those production credentials are switched on, this button stays inside Operio and explains the next step clearly.

What Operio will access

Quote emails, customer replies and PDF/photo attachments needed for follow-up.

What the tradie does

Choose the business Gmail or Google Workspace account and approve the connection.

What happens next

Operio prepares quote follow-up emails and threads replies into the recovery inbox.

Calendar setup

Calendar connection stays simple and appointment-focused.

setup help

Operio uses Google Calendar to find upcoming jobs, send reminders and protect bookings. The live OAuth flow still needs production Google credentials before customers can connect safely.

What Operio checks

Upcoming appointments, job times and customer details already in the calendar.

What it sends

Confirmation texts and reminders before the customer goes quiet.

What it avoids

No calendar rebuild, no job-management migration and no complicated settings.

Prepared wording

SMS and email templates are included in setup.

Operio prepares missed-call texts, quote follow-up emails, booking reminders and review requests from plain trade defaults. The owner does not need to write messages before going live.

Missed-call SMS

Reply fast before the customer rings another tradie.

Quote follow-up email

Nudge unanswered Gmail quote threads without typing from scratch.

Booking reminder SMS

Confirm appointments and reduce no-shows.

Review request

Ask after completed work using the Google Business link.

Business profile

Account: Steelwater Plumbing Co.

Trade: Plumbing

Timezone: Australia/Brisbane

Plan: Crew

Readiness

Nothing goes live until connections are verified.

Operio keeps technical checks behind the scenes, but still shows whether the customer-facing channels are safe to use.

setup mode

waiting

retrying

failed 24h

42s

send delay

ready

Google Business Profile

Add the review link so completed jobs can trigger review requests.

later

ServiceM8

Planned job and customer sync for businesses already running ServiceM8.

later

Tradify

Planned quote and job context sync for Tradify accounts.

later

Xero

Planned invoice context so recovered revenue reporting matches the books.