Start with your own business.
See your setup with your name on it, talk to a person, or tell us what you're moving from. It's a short form, so there's no card to enter.
1Your business
What kind of business?
This builds a preview here on the page. Nothing is saved until you leave your email.
Good morning, Mike.
Here is Blue Ridge Plumbing & Air, set up for plumbing and HVAC.
Your pipeline
Ready on day one
- After-hours and emergency call script
- Estimate and service-visit booking
- Seasonal tune-up reminders
- Quote, agreement and invoice templates
Otto asks you before he
Sends a reply or a text- Sends a quote or an agreement
- Books or moves a visit
Customers Sample
Karen MitchellWater heater leak
Jose RuizTankless install
Dana WhitfieldAC not cooling
Saved. Your setup lead builds it with you on your first call.
Talk to a real person.
Tell us a little about your business and when suits you. Someone from our team reads every message and gets back to you.
- A person, not a scriptSomeone from our setup team, who looks at what you use now.
- At a time you pickCall or email, morning, midday or afternoon.
- A straight answerIf we're not a fit for how you work, we'll say so.
Prefer to look around first?
Thanks, there. We've got it.
Someone from our team will call you on the next working day.
What do you use now?
Moving from Jobber
Connect Jobber and Otto moves it for you: clients, jobs, quotes, invoices and your price list, and builds the automations a shop like yours runs. You check the list before anything goes live.
What comes across, and how
- Clients with addresses, tags and custom fields
- Jobs, one-off and recurring, with their visits
- Quotes, invoices and payment history
- Photos, files and notes, client by client
What we do with you
- Otto reads Jobber first and changes nothing there
- He shows you a plan you can untick, then moves it
- He builds the automations and message templates a shop like yours runs, and any you show him
Before you cancel, check your commitment. Jobber's terms say that on the 1-year commitment billed monthly, all 12 payments are owed if you cancel early (section 3.3.1).Jobber terms of service, read Oct 10, 2026
Got it. We'll plan the move around your renewal date and email you the steps.
What happens next, day by day.
Whichever way you start, the first week looks like this. You can stop at any point.
- TodayYou tell us about your business
Your trade, your team, and what you use now.
- Day 1Setup call with your setup lead
One person from our team, with you all week.
- Days 2 to 4Otto moves your data in
From your old tool or a spreadsheet. You check the list first.
- Day 5Otto learns your prices and rules
Your price list, hours, and what he may do alone.
- Day 6Practice run
Otto drafts replies and quotes. You approve or change them.
- Day 7You're live
Calls ring through to Otto, and he asks before anything goes out.
Most owners are live within 7 days. "Live" means your number rings through, your customers are in, and you've sent a quote or invoice.
Before you start.
The questions people ask on this page.
Do I need a card to try it?
Not for the preview on this page. That is a short form. You add a card when you set up your real account.
Will someone call me?
Only if you ask. Pick "Talk to a person" and choose call or email. Otherwise we only email you about your setup.
Is the preview my real account?
No. The preview is built on this page from your trade's setup. Your real workspace is made on your setup call, with your own customers in it.
How long does setup take?
About a week. Most owners are live within 7 days, and your setup lead tells you if yours will take longer.
I'm in a contract with my current tool. Can I still start?
Yes. Tell us your renewal date and we plan the move around it, so you're not stuck paying for two tools for long.
What does it cost?
$4,997 a month for the whole team, with everything included. Your plan includes 1,500 minutes of Otto's phone calls and 3,000 texts a month; past that, minutes are 20 cents each and texts 2 cents each. Payments you collect carry a 10% platform fee. See Pricing.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
