CLIENT ACTIVATION INTAKE

Set the rules before anything goes live.

This is the short setup form for an approved Fieldline client. It prepares the workspace plan; it does not connect a number, send a text, book an appointment, or turn on automation.

SETUP DETAILS

Your rules, your control.

01 · Business basics

02 · Owner control

No phone number, Twilio, Make, calendar, or live customer messaging is activated by this form.