That link did not check out, so this copy cannot save your answers as you go. You can still fill it in and send it in. For the copy that saves as you go, use the exact link from your signup text or email. If you can't find it, email support@410businesssolutions.com and we will send you a fresh one.
STEP 2 OF 6
The paperwork
The phone carriers make every business that texts register with them. It is their anti-spam rule. They check this part against your tax records, so it has to match exactly. We do the filing for you.
Legal business name *
The name on your tax paperwork, exactly as written, letter for letter. If it does not match, the carriers reject the registration and we start over. Type it exactly as it appears on your tax paperwork.
Ours is CTNWD GROUP, L.L.C. Everybody has one.
How is your business set up? *
It is on the same tax paperwork. Short version: an LLC or a corporation is a company you filed state paperwork to create; if you never filed anything like that, you are a sole proprietorship. "Not sure" is a fine answer. We will sort it out with you and it will not hold anything up.
Street address *
The address on your tax paperwork.
Use the real street address from your tax paperwork. The carriers will not accept a PO Box or a mail-only address, and a registration sent with one gets rejected. Your house address is fine if that is what is on your paperwork.
Your title * Default: Owner
Your name from Step 1 is the person the carriers list as your shop's contact. This is just your title beside it.
Do you have an EIN (a tax ID number for the business)? *
We never ask you to type it on this form. If you have one, you will enter it once on its own secure step, right after this one. It is stored encrypted on our own server, never in our customer system or email, and used only for your texting registration filing.
No EIN yet? No problem. It is free from the IRS and takes about 5 minutes. We will send you the exact clicks after you finish this form, and everything else keeps moving. Not sure? Pick "Not sure" above — it will not hold anything up. We will text and email you the same secure link, and you or your accountant can enter it whenever. Your setup keeps moving; only the texting registration waits for it.
Next: you enter it once on its own secure step, right after this one.
Tax ID: received. Thank you.
Accountant's email, if you want us to send them the link directly
Optional. Shows when you pick "Not sure" above.
I confirm the legal business name, business type, and address above match my IRS and state records exactly, and I authorize CTNWD GROUP, L.L.C., doing business as 410 Business Solutions, to submit this information to the phone carriers to register my business for texting. Back Next
STEP 3 OF 6
How your shop runs
Your answers become the brain behind your texts. Rough numbers are fine. You can change any of this later with one text to us.
Towns or ZIP codes you serve
We only book jobs inside this area.
Or a distance instead *
One of the two is required: fill in the towns, a distance, or both. Jobs inside this many miles of your business address count as in your area too — a job counts as in your area if it matches either one.
Your regular hours *
After-hours calls * Default picked
What should happen when a call comes in after you close? We picked one to start. Change it if yours is different.
Your services and what they start at
"Starts at" or a typical range is perfect. These are the numbers your texts can quote. For each one, add how long it takes and whether a customer can book it right from a text. HVAC shops start with the usual ones already in the list; fix, remove, or add.
+ Add another service
Diagnostic or trip fee, if you charge one
What a customer pays just for the visit, before any work. Write "none" if you do not charge one.
If you end up doing the job, is that fee waived?Default: yes
Waived means the customer does not pay the fee when you do the job.
How should your texts handle prices? * Default picked
When a customer asks what it costs, what happens first?Default picked
Can customers text you photos for a better estimate? * Default: yes
A photo of the unit, the leak, the panel. It lands with you right away.
Before a job is booked, should the booking text ask for a photo of the problem?Default: no
Not the same as the question above: that one lets a customer send a photo when they text you. This one makes the booking text ask for a photo before the job is booked.
Pricing and job details Optional. Skip it and fix it later with one text. Open it if you want it exact from day one.
After-hours or emergency extra charge, if any
So the texts quote honestly at night. Write "no extra charge" if there is none.
Your most common call: what do you usually tell people it costs?
This is the rough price — the ballpark — your texts can give so a customer is not left hanging.
Jobs you never price without seeing them first
Your texts will never quote these. They book the visit instead.
Tap the jobs you never take
Your texts politely turn these down and never book them.
Jobs you never take, no matter what
Tap the ones above that fit, and type any others here. Your texts politely turn these down and never book them. Leave blank if you take everything in your trade. It has to pass our wording check before it saves: no links, no phone numbers, no swearing, and 300 characters at most.
How long does a normal job take?
So we book the right amount of time.
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STEP 4 OF 6
Phone, calendar, and your backup
How your calls reach us, where jobs get booked, and who we reach when something is urgent. The phone questions sit together in one cluster, right under your number — together they set up your forwarding so it is right the first time.
Your shop's main phone number *
The number customers call. When it rings out, our text-back answers from this number.
Same as your cell
Your setup runs by text. Here is the deal, in plain words, with the legal wording under it because the carriers require that part word for word.
By entering your number and submitting this form, you agree to receive service-related texts (account notifications) from CTNWD GROUP, L.L.C., doing business as 410 Business Solutions, about your inquiry, your onboarding, and your account. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. See our Privacy Policy and Terms .
Yes, text me about my inquiry and my account. I agree to receive service-related account notification texts from 410 BUSINESS SOLUTIONS (CTNWD GROUP, L.L.C.) at the number I entered. Message frequency varies, message and data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. Yes, send me offers and updates from CTNWD GROUP, L.L.C., doing business as 410 Business Solutions. I agree to receive promotional texts at the number I entered. Message frequency varies, message and data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase.
Sender: 410 Business Solutions. Legal entity: CTNWD GROUP, L.L.C. Trade name: 410 BUSINESS SOLUTIONS.
Message frequency depends on the conversation. Message and data rates may apply.
Your current phone setup
Who provides your shop phone service? * From our lookup of your number
Verizon, AT&T, T-Mobile, Comcast, a system like RingCentral or QUO, or not sure. Together with the next few answers, this tells us exactly how your missed-call forwarding gets set up, so it is right the first time.
We looked up your number before you got here and pre-picked what came back. If it is wrong, tap the right one. The question stays; we just saved you the hunt.
What happens to this number? * Default picked
The first one keeps your number as it is. The other two are there if you want them.
Do you use an internet phone service like QUO or RingCentral? *
Internet phone services forward calls from their own settings, so we set yours up from these answers.
As far as you know, can your phone send unanswered calls to another number?
Most systems call this call forwarding. We test it on your go-live call either way.
Who manages the phone account?Only if needed
The person who can change its settings or call the phone company. If that person is you, we already have your name from Step 1.
What calendar do you run your jobs on? *
Booked jobs land here. Paper or whiteboard is a fine answer: we give you one of ours, and connecting it is the next step after this form.
How far out can customers book?Default
Same day only Up to 3 days out Up to 1 week out Up to 2 weeks out Up to 3 weeks out
How many crews run jobs for you?Default: 1
Just one crew 2 crews 3 crews 4 crews 5 or more crews
Your crews
+ Add another crew
When a job comes in, which crew gets it?Default picked
Or your own rule, in your words
Write it plain. It has to pass our wording check before it saves: no links, no phone numbers, no swearing, and 300 characters at most.
Crews change by text too. Text the office line to add a person (their name, their number, and their crew), move a person to another crew, or take a person off. Only the number on file for your business can change the roster, and a person who is taken off stops getting job details right away.
Your time zone *
So bookings land at the right time in your day, not ours. Eastern is picked to start. Change it if your shop runs on a different one.
When a customer wants to book, what happens?Default picked
What hours can customers book into?
If they match your shop hours, leave this as is.
Days you never work
Tap every day you are always closed. Your texts never offer these days.
Major holidays?Default: closed
Days you are closed — anything else
Like the week between Christmas and New Year. Leave blank if there is nothing else.
Breathing room between jobs?Default: 15 minutes
How much time sits between one job ending and the next one starting.
If a customer cancels or does not show, what happens?Standard policy filled in
We tell them this before they book, so there are no arguments later. This is the standard one. Rewrite it if yours is different.
Whose name is on the calendar account?From Step 1
Your calendar connect is one tap. It goes to this person, and all they do is tap Allow. We filled in you; change it if the calendar is someone else's.
Their email, the one on the calendar accountFrom Step 1
The connect link goes here.
Tap what counts as an emergency
Your texts treat these as urgent and get you involved right away.
What counts as a true emergency at your shop?
Tap the ones above that fit, and add or change in your own words here. Your texts treat these as urgent and get you involved right away. HVAC shops start with the usual ones already filled in. It has to pass our wording check before it saves: no links, no phone numbers, no swearing, and 300 characters at most.
When something is urgent, who do we reach? * From Step 1
A name, so we are not asking a stranger. We filled in you; change it if urgent jobs go to someone else.
What number do we text or call for urgent jobs? * Your cell
Anything we should know — optional, now or later Four blank-friendly boxes. Nothing here is required, and anything you leave blank can be added later in your setup thread with one text.
Anything we should NEVER promise a caller?
When a text conversation gets weird, what should we do?
How do you talk to customers?
First names, straight talk, a little humor? Your texts will sound like this.
Anything else we should know?
Busy season, tech names, pet peeves. Optional.
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STEP 5 OF 6
Your texts and your tap card
See your text-back before anyone else does, then tell us where to send your card. Your Step 3 pick (text it out) is the version below.
Missed call · 2:14 PM
Do you guys do water heater swaps?
Next business morning · no reply yet
Your first text-back
This is the exact text a customer gets. Edit it if you want, or leave the words as they are.
Your first text-back, "just show it" version
The price line fills itself in from your Step 3 answers. Edit any of the words; you never touch the numbers.
Your follow-up text
Next business morning, only if they never reply.
You write both versions above. Only the one you picked in Step 3 ever sends — the other is a spare, kept in case you switch. The count under each box is out of 160 characters; going over is fine, the text just sends as a longer one.
After that, silence. One text, one follow-up, then we never text them again unless they reply. Booking confirmations and reminders only go to people who actually book.
Your promise, in your own words
One line your texts can say word for word, like a promise you already make to customers. Leave blank and your texts skip it. It has to pass our wording check before it saves: no links, no phone numbers, no swearing, and 300 characters at most.
If a quote goes quiet, how long before we check back?Default
No, skip it Yes, text them the next day Yes, text them in 2 to 3 days Yes, text them in a week
Ask customers for a Google review after the job?Default: yes
Yes, ask for reviews No thanks
Your Google review link *
Your tap card's review button needs it. If you do not have one, tap "We do not have one" instead of leaving it blank.
We do not have one
Where should your monthly report go?From Step 1
Prefilled from your email in Step 1.
Your tap card
One premium steel card is included with your setup.
Name printed on your metal tap cardFrom Step 1
The number the card callsYour shop number
A customer taps the card, it calls this number.
Mail my card to my legal address from Step 2 Default: on
Want extra cards?
One is included. Extras are $60 each, charged only for the extras you pick here.
Your settings
Stay as close as you want
Stay as close to your customers as you want. The phone's handled either way. One choice up top. Everything below it is optional.
How close do you want to stay to customer conversations?
Tap a letter. Done. B is picked for you. Skip this, and B still runs.
A Send me everything. I like working my customers myself.B Handle it. Only bring me what needs me.PICKED FOR YOU C Fully hands off. Just show me what's booked.
Want it your way? Every setting.
All set the standard way. Change any, or none.
What reaches you
Customer texts you see
Every text
Decisions + problems only
Emergencies + bookings only
New booking
Immediate, one short text
With the day sheet
Off
Day sheet
Daily
Off
Proof page
Daily summary
Once a week
Once a week + a monthly roll-up
Quiet hours for your texts Emergencies still come through.
Jobs and money
Change orders need your OK over $
Running-late text to customer
Customer texts go out Your customer's time. This window can get smaller. It can't get bigger.
Your crew
How jobs get handed out
Clock-in proof
No GPS in any of these. No location is ever tracked.
Time clock
Reviews
Review ask after a job is done
A bad review comes in
Your words, checked once
Three spots take your own words. A checker reads them before they save. It isn't there to be a pain: some words would break the rules your texting line was approved under, and if that approval goes, the texts stop. So the checker stops the words, not your line.
The name your customers see in your texts
Exactly as it is on your business paperwork. Leave it blank and we use the legal name you gave on Step 2.
A note you want added to your booking texts
Optional. About the work itself saves fine: "We call before we come out, and we wear shoe covers inside."
A note you want added to the review ask
Optional. A plain thank-you line saves fine.
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STEP 6 OF 6
Your customer list
The list part below is optional. If you ever want a win-back text to your old customers, this is where the list goes, and you can also send it later.
Actually, I have a list to send
Picked "Actually, I have a list to send"? The rest of this step opens, below.
If you send a list
Your first campaign is a free win-back text to customers who drifted off. For that we need your customer list, in whatever shape it is in. We clean it. You never format anything.
Your comeback offer
The deal in your win-back texts to your past customers. You set it once, right here, and every win-back text uses it, including your first one, which is free . We write each text from this offer, send it under your shop's own texting registration, only to your own customers who said yes to texts from your shop, and report what it booked. The deal never changes unless you change it. That means no back and forth, ever.
What kind of offer is it? *
The offer in your own words
Name the free item, describe the bundle, or tell us the idea. We turn it into the real offer once, here, not every week.
The fine print
Optional. Anything that cannot combine, and how long they have to use it after the text lands.
About how many customers are on your list?
A rough count is fine. Each text covers up to 1,500 customers; bigger lists run $25 for each extra 500. On your free first send, we cover that extra cost for you, once.
How do your win-back texts go out?Default: you approve each one
Nothing sends until you have seen it, until you tell us otherwise.
Where is your customer list? *
Your customer list *
Straight out of your shop software is perfect. Do not clean it, sort it, or fix the phone numbers. That is our job: we remove duplicates, fix the numbers, and drop the bad ones before anything sends.
Your list stays yours. We never share it, sell it, or text it for anyone but you.
One thing about the file itself: it does not save with your other answers. If you close this page and come back, pick the file again — everything else will still be here.
Export it from your software and upload it right here. If that is a hassle, send it later from the list link we text you. Either way we clean it: duplicates out, numbers fixed, bad ones dropped.
Nothing is owed. Your booking system starts building one from day one: every customer who books can opt in to texts.
Does your list show when each customer last came in?
That is how the win-back finds the customers who drifted off. "Not sure" is fine; send the list as it is and we will work with what is there.
Who do we reach about a campaign?From Step 4
Only if you picked approve-each-one above, or a text needs a human call. We filled in your urgent-contact person; change it if campaigns go to someone else.
Their phone numberFrom Step 4
The certification below covers your list when it arrives. We clean it first, and nothing sends until it lands.
One rule covers every list you send us, now or later.
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