Set up your shop
Begin with the person responsible for calls, then add shop details and choose a plan during onboarding.
Resources
Plain answers for busy plumbing shops.
Understand what the product does, what it does not do, and what you need before you connect a phone line or invite your team.
Connect carefully
Configure provider connections only when you are ready; missing configuration produces a clear error instead of a fake success state.
Keep control
Your team decides how to use the system. No customer message, call, booking, or billing change is performed automatically.
Use this page before you buy
If you need to know whether Bay fits your current shop workflow, start with the boundaries and setup details rather than a generic software promise.
- 01
Choose the job to solve first
Most shops start with lead ownership and follow-up. Team Desk becomes relevant when coordination needs to extend across more people.
- 02
Review the plan details
Compare the exact features, early-access status, and provider requirements before starting signup.
- 03
Configure only what you will use
Add verified phone-line or other provider setup when your shop is ready instead of turning on a speculative integration.
What stays in your control
Clear product boundaries are part of the product.
Bay is built to make work visible and organized. It does not pretend to replace systems or people your shop still needs.
- Bay does not guarantee revenue, booked jobs, answered calls, or a specific business outcome.
- Missing configuration produces a useful empty state or error, never a pretend successful event.
- Platform admin access is separate from customer accounts and is not exposed through the customer app.
Questions, answered plainly
What to expect
Is this a full plumbing dispatch system?
No. Bay focuses on lead ownership, follow-up, customer context, and lightweight team coordination. It does not claim to replace a dispatch system.
Do I need a new phone number?
You need a shop-owned Twilio number configured and verified for phone-line features. The number remains in your own provider account.
Does it automatically contact customers?
No. The assistant may draft text or summarize supplied context, but it cannot send messages, make calls, book jobs, or modify records on its own.
Who can see our shop data?
Customer data is scoped to your organization. Platform administration uses a separate identity and customer accounts cannot access it.
Explore the product