Gmail, calendar and missed-call forwarding

Connect tools

Activation centre

Connect the three things Operio needs to start helping.

Gmail, Calendar and one-time conditional call forwarding 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

Call forwarding

ready to verify

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

Missed-call forwarding

Set one-time conditional forwarding from the existing mobile to Operio for no-answer, busy and unreachable calls.

Shared routing number

Best-effort ForwardedFrom match

Opt-out aware SMS status

View phone setup

Operio-managed phone

Set missed-call forwarding once. Operio handles the recovery from there.

For Australian tradies, the default launch path is one-time conditional forwarding from the existing mobile to a shared Operio routing number. No per-call manual forwarding, no instant number porting and no per-client Twilio number approval during initial onboarding. Operio verifies the route before live SMS recovery starts.

Shared routing number

07 2104 5821

Forward no-answer/busy

one-time setup

Recovery status

waiting to verify

Australia phone path

Default: best-effort shared routing. Fallback: dedicated number only when needed.

Operio first tries to identify the tenant from forwarded-call metadata such as ForwardedFrom. That signal is useful, but not guaranteed across every carrier path. If the metadata is missing, stripped or unreliable, the account moves to a dedicated number after AU compliance checks.

1. Customer calls existing mobile

The tradie keeps the public number customers already know.

2. Carrier forwards missed conditions

No-answer, busy and unreachable calls go to the shared Operio routing number.

3. Operio matches the account

Use ForwardedFrom when available; hold unresolved calls for review instead of guessing.

4. Operio texts and logs the lead

Send the booking link and reply prompt only after routing and opt-out checks pass.

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.