Owners: setting up

Setup takes about ten minutes, and nothing texts your techs until you say so.

1. Create your company

Go to meetholler.com/owners and enter your work email, then your company name and first name, then your mobile number. Holler texts you a 6-digit code good for 10 minutes: your phone may offer to fill it in on its own, or you can type it in. Got the number wrong? Tap Edit on the code screen to fix it. Nothing shows up after 30 seconds? Tap to text it again. That number is your login from then on: no passwords. Stop partway and your answers are saved: one email from Ryan brings you back to the step you left.

Right after the code, two optional taps: what your crew does and how many techs you run. Skip them if you like. Connecting your software fills in the tech count on its own.

Then tap the software that runs your jobs: Housecall Pro, Workiz, ServiceTitan, or Jobber, or Something else. Nothing to connect yet: your dashboard remembers the pick and its Connect step opens straight to that software. Every signup screen fits your phone, with Continue always in reach at the bottom.

2. Pick your plan

No card at signup. Pick Basic or Pro and keep setting up: the choice is saved and setup stays free in sandbox. Stripe asks for a card only when you hit Go live, and your first 7 days live are free on either plan. Billing then starts at the 3-tech minimum, and from there it follows your actual crew: seats added past the minimum prorate the day a tech joins, and seats for techs who leave come off the next cycle. Not sure yet? Tap Not now and decide later from the dashboard. See Billing and plans.

3. Walk the four-step setup

Your first dashboard visit opens straight into a guided setup: a landing page that shows what your techs will see on their phone, then four steps in one card with Back and Next. Nothing goes out while you’re in sandbox. You can skip ahead to the rest of the dashboard any time; Home keeps the setup waiting until you finish it (Settings has “Walk through setup again”).

• Your Holler number. The number your techs text and save as one contact. iMessage on iPhones, SMS on everything else.
• Who gets Holler. Connect your field service software right in this step (Housecall Pro, ServiceTitan, Jobber, or Workiz) and your crew appears preselected. Uncheck anyone, or add techs by first name and mobile number. On software Holler doesn’t connect to yet? Add techs by phone and keep going. See Integrations.
• What Holler sends. Every text Holler starts on its own, each with a switch and a live preview, plus your sending hours and weekend briefs.
• Invite your techs. You see the exact invite text first. In sandbox the techs you pick are queued and nothing is texted; the invites send the moment you go live. Each tech gets one plain text with no links, replies YES, and they’re in. The screen shows each tech as Queued, then flips to Replied YES as they join.

4. Set your bonus rules

The Bonuses tab holds your standing rules: what a membership sale pays, what a five-star review pays, revenue percentages, and your weekly goal. See Bonus rules.

5. Review in sandbox, go live

In sandbox nothing reaches a tech, invites included. Techs you add are queued, and you can read every template before anyone gets a text. When it reads right, hit Go live: Holler confirms with you, texts each queued tech their invite, and the briefs start as techs reply YES. Once you’re live, adding a tech asks you to confirm the exact invite before it sends.

Your dashboard, once you’re set up

• Home. The guided setup until you finish it, then techs on Holler and the software you have connected.
• Overview. One page with three tabs across the top: Results, Conversations, and Templates. Until you go live, a Show setup button in the header reopens the guided setup. The Results tab shows how much more revenue per tech, per week, techs texting Holler bring in compared with techs not texting yet (invoiced revenue from your field service system, never profit), a weekly chart of both groups with a marker for the week Holler started, average ticket for each group, questions answered, notes filed by text, and what techs ask about by topic. Numbers appear as real data lands. Until there are two weeks of invoiced jobs, the chart shows a labeled example, never your numbers and never a guess.
• Conversations (a tab on Overview). Every tech with their status and last message. Tap one to read the thread. It is read only: Holler does the talking. Anything that needs you sits on top in Needs you. The + Add techs button opens a drawer to add techs by phone or from your connected roster, resend an invite, or copy the crew link. In sandbox, techs you add show as Queued and nothing is texted until you go live. Changed your mind? Open a queued tech and tap Remove from queue, and no invite goes out.
• Templates (a tab on Overview). Every text Holler starts, the real wording, when it goes out, how many have sent, and a switch. Tap a row to edit the wording, preview it, and send yourself a test. The Invite is editable too: you write the sentence in the middle, and two lines stay locked because every first text needs them (who is texting, and Reply YES to join or STOP to opt out). Invites carry no links and no dollar amounts. Below those sits What Holler answers: a switch for each thing techs can ask about (jobs, money, hours, job history, model plates, job notes), plus a master switch for plain questions. Those answers are written fresh from your records, so they have a switch but no wording to edit.
• Settings. Always opens on Company, where you click any box to edit and save with the Save button or Enter (Holler warns you before you leave with unsaved changes). One page with sections down the side: Company, Texting (your Holler number, sending hours, weekend briefs, the weekly cap on nudges and wraps, who handles what techs flag, sandbox), Integrations, Billing, and Your profile.

When a tech disputes a number

If a tech tells Holler their pay looks wrong, Holler shows them the math and offers to flag it. On their yes, the flag lands in Conversations under Needs you and you get a text. Open it, read the thread, and tap Agree or Keep. Holler texts the tech the outcome either way. Holler never changes pay: agreeing logs your decision, and your office applies the fix in payroll or your field service system. Invites that sit unanswered for a few days show up in Needs you too, with a Resend button.

Stuck? Just text Holler.

The same number your techs text answers you too. Ask it what Holler does, where your setup stands, or what to do next, in plain words, any language. It knows your account and it answers owners the way it answers techs: straight.

Setup emails

For your first two weeks, Holler emails you the one next step for where your setup stands: connecting your system, inviting your first tech, going live. They come from Ryan, and a reply reaches a person. Every email has a link to stop them; Holler’s texts are not affected.

Ryan may also text you from Holler’s number at a moment setup stalls, like starting to connect your software without finishing. At most one a day, during business hours in your timezone. Reply and it reaches Ryan, not an automated answer. Reply STOP to end all Holler texts.