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Setup and what we need from you

Applies toall

Updated Nov 12, 2026

We set it up with you. You don't need to configure anything yourself unless you choose a self-serve plan where we offer it.

What we set up

For each product we configure the questions for your trade or sector, your service area, your contact and emergency details and, where there are estimates, your own price list. Setup includes up to 4 hours of our time, and we tell you before go-live what we configured.

What we need from you

  • your service area (ZIP codes)
  • the email inbox where reports should go
  • your phone number and emergency contact details
  • your price list, for Job Intake ranges and Roofing Estimator
  • for Roofing Estimator: the materials you offer
  • for property managers: your property list and vendor list
  • for law firms: your practice areas, your counties and approval of the notice wording
  • for accounting firms: your service list and booking times

How long it takes

We go live within 5 business days after your payment clears and we have your details, and we aim for the next business day. If we are waiting on details only you can give us, such as your price list, notification email, service area or emergency number, the clock pauses until we have them.

After go-live

Please watch the inboxes and phone numbers you give us, and tell us when your details or prices change. You also need a privacy notice on your website that covers the service and names GKTech as your service provider.

Work beyond the standard setup, such as new question flows or custom reports, is customization. We quote it in writing and start only after you approve.

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