Operio
5-minute recovery setup

Turn on missed revenue recovery in minutes.

Create the account, connect Gmail, Calendar and your Operio number, then activate missed-call recovery, quote follow-up, booking reminders and review requests. No FSM migration, no workflow builder, no tech maze.

Activation progress2 of 6 ready
First value moment
Operio starts recovering work as soon as your phone step is verified.

Operio assigns the recovery number, explains missed-call forwarding in plain English and confirms the connection before sending customer messages.

Gmail
ready to connect
Calendar
ready to connect
Operio number
ready to connect
Connect recovery channels

Things Operio handles

These switch on with sensible defaults. You only see what is active, what is connected and what needs your attention.

Missed callers
Replies within seconds and flags urgent jobs.
On first
Quote follow-up
Follows up by email or SMS until the customer replies or books.
On first
Booking reminders
Confirms jobs and protects the calendar.
On first
Review requests
Uses your Google Business link after completed work.
Ready

Trade defaults applied automatically

Plumber
Emergency calls prioritised. After-hours response prepared.
Roofer
Storm leads marked urgent. Inspection reminders prepared.
Electrician
Quote reminders and install-slot confirmations prioritised.
HVAC
Maintenance reminders and seasonal check-ins prepared.
SMS and email templates

Operio writes the follow-up messages for you.

During setup, Operio prepares plain-English SMS and email templates based on the trade. The owner can use the defaults first and edit wording later once Gmail and the phone number are connected.

The current product includes template defaults in the recovery engine. Persisted per-account template editing is the next backend step before launch.

Prepared message examples

Missed-call SMS

Hi {{first_name}}, sorry we missed your call. Reply here with what you need and we will get back to you.

Quote follow-up email

Hi {{first_name}}, just checking you received the quote for {{job_type}}. Would you like us to hold a time?

Booking reminder SMS

Confirming {{business_name}} will be there {{appointment_time}}. Reply YES to confirm or call if anything changed.

Review request

Thanks {{first_name}}, glad we could help. Would you mind leaving a quick Google review?

Activation result

Operio connected. Missed revenue recovery started.

The first screen after setup shows missed callers rescued, quotes revived, bookings confirmed and the few jobs that need your call, quote or decision.

Operio number
Assigned and forwarding instructions verified
Gmail
Connected for quote replies and follow-ups
Calendar
Connected for appointment reminders
Things handled
Recommended defaults active