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🚀Getting Started

What is Apex Automation?

Apex is the AI phone receptionist for garage-door companies — one simple plan: $199/mo, flat. No per-minute charges, no overage, no setup fee — with plenty of minutes for a busy shop.

It answers your phone 24/7 — on the number you already use — books jobs onto your calendar during the call, and records and transcribes every call. It doesn't quote repair prices over the phone — your tech gives the exact price on-site — but it'll tell callers your service-call fee up front if you charge one. When a job books, your customer gets an email confirmation with a calendar invite, and you get an instant email + text alert the moment it happens.

Free for 14 days. No card collected at signup. No setup fee, no deposit, no contract. Cancel anytime during the trial — no charge unless you add a card before day 14. Got a bigger, multi-location operation? Contact us for custom pricing.

How your AI receptionist handles a call

Your AI receptionist answers your calls 24/7 — days, nights, weekends, holidays. (You choose whether it takes *all* your calls or just the ones you can't get to — see "Use Sarah as overflow.") On a call it:

  • Greets the caller in your business's name and asks how it can help.
  • Talks garage-door work — it knows springs, openers, cables, and off-track doors, so it asks the right questions to scope the job.
  • Handles pricing honestly — it doesn't guess repair prices over the phone; your tech gives the exact quote on-site. If you charge a service-call fee, it tells the caller up front, before it books.
  • Books the job onto your calendar during the call — checking your hours and the caller's address against the area you serve first.
  • Confirms it with your customer — right after it books, your customer gets a confirmation email with a calendar invite, plus reminders before the appointment. Fewer no-shows, the same polish the big shops send.
  • Takes a message when a caller wants a person — it reassures them you'll call them right back, gets their name and number, and alerts you by text and email so you can call them back fast.

Every call is recorded, transcribed, and summarized so you can listen back any time under Dashboard → Calls.

What happens after I sign up?

No card at signup. Your 14-day free trial starts the moment you sign up. Here's the flow:

  1. You land on your dashboard, signed in automatically with the password you set during signup.
  2. A quick setup wizard walks you through a few short steps — about 10 minutes total: your business basics and hours, an optional service-call fee, your business number (you keep it — you just forward your calls to Sarah), and any extra things you want Sarah to say. Hit Go live when you're done.
  3. Your AI line is ready — call it yourself to hear your receptionist answer.

At day 7, 11, and 13 we email you a reminder of where you are in the trial. No charge hits unless you add a card before day 14. At day 14, your subscription either renews to paid (if you added a card) or auto-cancels with no charge.

No deposit, no kickoff call, no setup fee. Email support@getapexautomation.com any time.

How do I log in?

Go to app.getapexautomation.com/login and sign in one of two ways:

  • Email + password — the email and password you set when you created your account.
  • Continue with Google — one tap with your Google account, no password to remember.

Forgot your password? Click Forgot? on the login page and we'll email you a link to set a new one.

Keep your login private. Need another person on your account? Email support@getapexautomation.com and we'll set them up.

📞Your Phone Number

Setting up call forwarding so Sarah answers your number

You keep the number your customers already know — nothing changes on their end. Call forwarding is what sends those calls to your AI receptionist. It's a couple of buttons on your phone — no new hardware, no porting, no new number to print.

First, pick how Sarah helps on the Number step (and later under Dashboard → Sarah's setup):

  • Send Sarah all your calls — every call goes straight to Sarah. Best if no one's at the desk.
  • Only when you can't answer — you answer first, and if you're on the line or can't get to it, the call rolls to Sarah instead of voicemail. This is *overflow* mode (see the next article).

For all your calls, Apex gives you two tap-to-dial buttons:

  1. Send my calls to Sarah — tap it to dial the forwarding code for your carrier (Verizon, AT&T, T-Mobile, or your provider). That's one code you dial from your phone, and every call now rings through to your AI. You can tap the button or type the code in by hand.
  2. Take my calls back — tap it to dial the cancel code. Forwarding stops and calls ring your own phone again, like normal. Use it whenever you want your calls back — say, if you're covering the phones yourself for a while.

Your Home page shows what actually happened, not a guess about your carrier's settings — we can't see those. Once a call comes through you'll see it there and under Calls. A quiet day just means a quiet phone.

When a caller asks for a real person, the AI reassures them you'll call them right back, takes their name and number, and alerts you by text and email so you can call them back fast — you'll see them under Dashboard → Calls (and on your Home page).

Confirm it works: after you send your calls to Sarah, call your own business number from another phone. It should ring through to your AI. That's how you know forwarding is set.

Stuck? Email support@getapexautomation.com and we'll walk you through it.

Use Sarah as overflow — she answers only when you're busy

Already have someone answering the phone? Sarah can be your overflow — you take calls like normal, and the ones you *don't* get to roll to Sarah instead of voicemail. That's both cases: a call that comes in *while you're already on the line*, and a call that just *rings out* because nobody grabbed it. Nothing changes for the calls you pick up yourself.

You turn this on by choosing "Only when you can't answer" on the Number step during setup, or later under Dashboard → Sarah's setup. Then point both kinds of missed call at Sarah — busy *and* no-answer. Miss either one and callers still land in voicemail:

⚠️ On an iPhone, first turn OFF Live Voicemail. Apple turns it on by default, and it quietly stops your missed calls from forwarding — even when your phone insists forwarding is on. Settings → Phone → Live Voicemail → turn it off (newer iPhones: Settings → Apps → Phone). You keep your normal voicemail; this only turns off the live transcription screen while a call is ringing. Not on an iPhone? Skip it.

Then send your missed calls to Sarah: - Cell phone — one code does both. On Verizon it's **\*71 plus the number; on AT&T and T-Mobile it's \*\*004\* plus the number and a #. We show you the exact one, and Apex gives you a Send my missed calls to Sarah** button for it. *Don't dial the all-calls forwarding code, or every call would skip you.* - Landline or desk phone — turn on both Busy Call Forwarding and No Answer Call Forwarding in your phone company's online account (or ask them to), pointing both at the number Apex shows you. - Internet phone (Google Voice, RingCentral, etc.) — in your provider's app, turn on both the when-busy and when-unanswered rules to that number.

Why it replaces voicemail: your carrier's voicemail is really just call forwarding pointed at their voicemail box. When you point busy and no-answer at Sarah, you're replacing that — so she picks up instead. There's no race and nothing to out-run: once the no-answer leg points at Sarah, voicemail isn't in the path at all. If you only set the busy one, a call that rings out still goes to voicemail — that's the usual reason it "didn't work."

How long the caller waits: your carrier decides that — about 30 seconds (5 or 6 rings) — and AT&T and Verizon don't let you change it. Some sites list a code to shorten it; we tested every one of them on a real AT&T line and they all error out, so we don't hand you a code that won't work. If you'd rather Sarah answer on the first ring every time, use "Send Sarah all your calls" instead.

Still not reaching Sarah? Check Silence Unknown Callers on your iPhone (Settings → Phone). If it's on, a brand-new customer — who is by definition an unknown number — can be silenced before your line ever rings.

Test it two ways — from another phone, call your business number: (1) while you're on a call — it should roll to Sarah right away; (2) let it ring without answering — Sarah picks up after about 30 seconds. The call shows up on your dashboard straight away — that's how you know it worked.

Didn't work? Dial **\*#61#** from your business phone — it reads back where your missed calls are being sent. It should list the number Apex shows you on the forwarding card. If it names voicemail, or nothing at all, the code didn't register — dial the send-my-missed-calls code again.

Want every call to go to Sarah instead? Switch back to "Send Sarah all your calls" any time. Stuck? Email support@getapexautomation.com or book a quick setup call and we'll walk you through your exact provider.

📦What's Included

What's included with my subscription

$199/mo, flat — no per-minute charges, no overage, and plenty of minutes for a busy shop. Everything's included:

  • Sarah, your AI receptionist — answers your existing business number 24/7 via call forwarding, and books jobs onto your calendar during the call
  • No per-minute charges — flat rate, a generous allowance of included minutes, and optional opt-in packs to add more any time (never an automatic charge)
  • Call recordings + transcripts + voice performance view
  • On-site pricing — Sarah never guesses a repair price over the phone; your tech quotes the job exactly on-site, and Sarah discloses your service-call fee up front if you charge one
  • Takes a message when a caller wants a person — Sarah reassures them you'll call right back, gets their name + number, and alerts you by text + email
  • Booking confirmations + calendar invites — your customer gets an email confirmation + calendar invite, and you get an instant email + text alert on every booking
  • Service-area verification — the AI checks the caller's address against the area you serve before booking

No setup fee. No deposit. 14 days free, no card. Cancel anytime. Got a bigger, multi-location operation? Contact us for custom pricing.

Are there any limits on how many calls the AI can take?

Your $199/mo, flat plan comes with a generous allowance of included voice minutes sized for a busy shop — no per-minute charges, no per-conversation cap. Your AI Voice Agent answers your calls, day or night, and you'll never get a surprise per-minute bill.

You can see exactly where you stand any time — your Sarah's setup page shows minutes used, included, and remaining this period, plus the reset date.

You're covered as long as you have minutes — and most shops never come close to using their allowance. If a really busy month gets you near the end, we'll email and text you a heads-up so you can add more. The surest way to never run out is auto-reload: turn it on and we top you up automatically the moment you get low — you get a receipt every time, and you can turn it off whenever. If you ever *do* run out without adding more, new calls go to voicemail so no one hits a dead line — add a minutes pack and Sarah switches right back on, or it all resets at the start of your next period. Adding minutes is always opt-in — we never charge you without your say-so.

Got a much bigger operation — multiple locations, or call volume well beyond a typical shop? Contact us at support@getapexautomation.com for custom pricing.

How booking alerts + confirmations work

When your AI books a job, everyone gets notified automatically:

Your customer gets an email confirmation with a calendar invite (.ics) they can tap to add to Google, Apple, or Outlook calendar — so the appointment lands on their calendar with no extra steps.

You get both an email and a text alert the moment a job books — always immediate. The text comes from Apex's own messaging number, and every booking also shows up on your dashboard under Bookings in real time, so you never miss one.

We never text your customers — their confirmations always come by email. The only texts Apex sends are the booking alerts to you, the owner.

Setting up Google Business Profile

Your Google Business Profile (GBP) is the listing that shows up when someone searches your business name on Google or Maps. It's free, takes ~15 minutes, and is the single highest-ROI thing you can do besides Apex itself.

Apex doesn't create the listing for you — only Google can, and they require you to verify ownership of the address. Here's the walkthrough:

1. Go to [google.com/business](https://www.google.com/business/) and sign in with the Google account you want to own the listing (use a business gmail if you have one — easier to hand off later).

2. Search for your business name + address. If a listing already exists (someone else added it, or it auto-generated from public records), claim it. If not, click Add your business.

3. Pick the right category. Be specific — Garage door supplier beats Contractor. You can add secondary categories later.

4. Add your service area (the cities + ZIPs you cover). Check the box that says you visit customers — most trade shops should NOT show their physical address publicly.

5. Verify ownership. Google will offer one of: postcard with a code (5-7 days, most common), phone call, email, or video. Pick whatever's fastest. You can't skip this step — your listing is hidden from search until verified.

6. Once verified, fill in your details: your business phone (the number your AI answers, so calls land in Apex), your website if you have one, hours that match what you set in Apex, and at least 5 photos (your truck, your tools, finished work, the team — photos boost rankings significantly).

Want help on the phone? Reply to support@getapexautomation.com and we'll book a 15-min walk-through. Most owners knock it out on their own once they see the steps.

📊Using Your Dashboard

Where calls, bookings, and leads show up

Everything your AI does lands in your dashboard at app.getapexautomation.com/dashboard:

  • Home — your at-a-glance view: jobs booked, calls answered, and the value your AI brought in.
  • Bookings — every appointment the AI scheduled, on a calendar and a list. Open one to see the details, mark it completed, or reschedule.
  • Calls — every call, with the recording, transcript, summary, and how the caller sounded. Tap a call to listen back.
  • Leads — callers who reached out but didn't book a job, so you can follow up.
  • Sarah's setup — Sarah's hub: your number and call forwarding, your hours, your pricing (a service-call fee, if you charge one), and the things you've told her to say. Edit any of it here.
  • Account — your plan, billing, and invoices.
  • Help — guides and articles like this one.

On your phone, the same sections live in the bottom nav.

💳Billing + Refunds

Can I change my plan?

Apex is one simple plan — $199/mo, flat. There are no tiers to choose between, and nothing to upgrade or downgrade.

If your needs change — say you're running a much bigger, multi-location operation — email support@getapexautomation.com and we'll talk custom pricing. To cancel, see How do I cancel?.

How does the 14-day free trial work?

Every new Apex account starts with a 14-day free trial. No card is collected at signup. No charge will hit unless you add a card on file before day 14.

During the trial you get the full system — your AI phone receptionist answering calls and booking jobs 24/7. Run it on your real customers — that's the point.

We'll email you at day 7, day 11, and day 13 to keep you in the loop on where you are. Each email leads with 'no charge yet.'

At day 14: if you've added a card, your subscription renews automatically at $199/mo, flat. If you haven't, the subscription auto-cancels with no charge. Your data sticks around for 90 days in case you change your mind.

How do I cancel?

During the trial: just don't add a card. The subscription auto-cancels at day 14 with no charge. You can also cancel explicitly via Dashboard → Account → Open Billing Portal or by emailing support@getapexautomation.com.

After conversion to paid: Go to Dashboard → Account → Open Billing Portal and click Cancel. By default, your subscription remains active until the end of your current billing period. No cancellation fees, no contracts.

Your voice agent and dashboard access are paused immediately on cancellation. We retain your data for 90 days in case you reactivate.

What happens to your phone number: Your number was always yours — canceling just means you switch your call forwarding back off and calls ring straight to you again, like before. Nothing to reprint, nothing to re-teach your customers. No hostage numbers.

How does the refund guarantee work?

Free trial: No charge happens during the 14-day trial, so there's nothing to refund. Cancel anytime, no money changes hands.

Paid months: Once your subscription converts to paid, we back it with a 30-day money-back guarantee from your first paid month: if Apex doesn't earn its keep, every monthly fee paid is refunded.

Full terms + claim process on the Refund Policy page. To claim: email support@getapexautomation.com with subject 'Refund Claim' + your business name.

I got an email saying my payment failed

Stripe will retry your card automatically per their schedule. To resolve immediately: go to Dashboard → Account → Open Billing Portal and update your payment method. The Service continues running for 14 days while we retry — after that, it may be paused.

🔧Troubleshooting

My AI agent gave a wrong answer

Two things to check:

  1. Update what the AI knows — your AI answers from your business hours, service area, pricing, and the notes you've given it. If something's outdated, fix it under Dashboard → Sarah's setup — your hours, your service-call fee, and the 'things to tell the AI' box.
  2. Listen to the call — open it under Dashboard → Calls, find the moment it went sideways, and email the call to support@getapexautomation.com. We'll tune the agent so it handles that kind of question right every time.
Calls are coming in but not converting to bookings

Common causes:

  1. No hours set — go to Dashboard → Sarah's setup and set your weekly hours. Outside your hours the AI captures the lead but won't schedule.
  2. Out of your service area — the AI checks the caller's address against the area you serve before booking. Callers just outside it show up under Leads instead.

Still stuck? Email support@getapexautomation.com with a call ID and we'll look at the recording.

🤖About the AI

What AI does Apex use?

Apex AI runs every voice, coaching, and insight feature in the system — built, tuned, and run by us. Under the hood we partner with leading AI infrastructure providers; the full sub-processor list is in our Privacy Policy. None of your call data is used to train any AI models.

Is my customer data safe?

Yes. All data is encrypted in transit (TLS 1.2+) and at rest. We use Postgres Row-Level Security so you can only access your own data. We don't sell data, don't share it for advertising, and don't use it to train AI models. Full details in our Privacy Policy.

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