E2 Solutions · Command Center

How it works.

Everything you should know before your kickoff call. Phone setup in plain English, what each connection does, and what we'll never ask you for.

First — how your phone works.

The thing most owners worry about. Here's the whole story in one paragraph:

Your phone stays your phone. Same number. Same calls. We add something like a friendly receptionist between your phone and the outside world. She looks at who's calling. If it's a customer — your phone rings AND it shows up in Command Center. If it's your mom, your kid, a friend — your phone rings normally and we never even know they called.

Customers in. Everyone else stays out.

Customer calls you

  1. 1Receptionist checks: who's this?
  2. 2“A customer!”
  3. 3Your phone rings
  4. 4You answer normally
  5. 5Command Center saves it: call, transcript, summary, all in their timeline

Your mom calls you

  1. 1Receptionist checks: who's this?
  2. 2“Not a customer.”
  3. 3Your phone rings
  4. 4You answer normally
  5. 5Command Center never knew. No record. No recording. None of our business.

This applies to texts too. Customer texts → land in Command Center. Mom texts → stay on your phone, we never see them.

Common questions

What if I accidentally add my dad as a customer?
His next call would get logged. You'd see it in your dashboard right away and could remove him from contacts in one tap. We never auto-add anyone.
Will recordings ever happen by accident?
No. Recording only happens for calls from people in your Command Center customer list. That's legally cleaner too — Canada has rules about recording personal calls without consent.
What if the system breaks and customers can't reach me?
Your existing carrier is still your carrier. If anything goes wrong, we can disable our routing in 5 minutes and you're back to exactly how things worked before. Nothing is locked in.

Pick how your phone connects.

Four options, plain English. You picked one during signup — we'll confirm on your kickoff call. None of them are one-way doors. You can switch later.

OPTION A

Move my business number to Command Center

We move your business phone number to a new home. Same number. New address. Takes 2-4 weeks because phone companies are slow. While we wait, we give you a temporary Command Center number to use. When the move finishes, the temp number disappears and everything's back on your real number — automatic.

Best for

Owners ready to leave GHL / RingCentral / OpenPhone behind. Their existing number is the only one they want.

Trade-offs

2-4 week wait. Phone companies can be slow or grumpy about porting. Your old service ends on that number once the move completes.

Most permanent. Most complete.

OPTION B

Keep my phone, add the receptionist

Your phone stays exactly the way it is. Same carrier, same bill, same voicemail. We just add the friendly receptionist in front of it. When customers text, we save it. When your mom texts, we don't. Outbound texts from Command Center look like they came from your number, so customers see what they expect.

Best for

Owners who use ONE number for everything (their cell IS their business line) and don't want to switch carriers.

Trade-offs

1-2 week setup wait for your carrier to allow it. Some carriers handle this faster than others. Your carrier may charge a few dollars/month for forwarding.

Most flexible. Lowest disruption. Default choice for most people.

OPTION C

Give me a brand new business number

We give you a brand new number, just for your business. You put it on cards, on your website, on signs. Your personal phone keeps doing personal stuff. People who call the new number get the receptionist treatment; people who call your cell don't.

Best for

Owners who want to separate work from personal cleanly. Or anyone whose current 'business' number is Google Voice (which can't be moved).

Trade-offs

You have a new number to share with existing customers. Cards, website, signage all need updating eventually.

Cleanest separation. Easiest setup (5 minutes).

OPTION D

Don't touch my phone at all

We don't change anything about your phone. You use it like always. Command Center handles everything ELSE — your customer list, your pipeline, your content, your website, your status emails, all the automations. The unified inbox feature just isn't part of your plan.

Best for

Owners who don't want their phone touched, ever. Owners who don't text customers much (some daycares, light-call trades). Owners who'll come back to phone integration in v2.

Trade-offs

You lose the unified inbox + AI call summaries. Customer SMS lives on your phone, not in Command Center.

Zero phone friction. Keeps everything else. Easy to upgrade later.

What happens during onboarding.

Three short calls. Spread across about 7-14 days.

  1. 1

    Meet-and-greet video (15 min)

    Just say hi. We want to see your face before we get going. No selling, no setup, no homework. Carson + Alaina + you.

  2. 2

    Kickoff call (30 min, voice-recorded)

    We ask about your services, your competitors, your customers' top questions, and how you talk. We record this part (with your permission) so the AI can write in YOUR voice, not a generic SaaS voice.

  3. 3

    We build your dashboard (a few days, no work for you)

    Behind the scenes — we configure your pipeline, migrate your contacts, set up your phone path, theme your branding. By the time we talk again, your dashboard is fully populated.

  4. 4

    Connections call (30 min, screen-shared)

    The OAuth permissions below. We screen-share and walk you through each Allow button. About 2 minutes per service. No paperwork.

  5. 5

    Go-live walkthrough (30 min)

    Dashboard tour, you actually use it, we answer questions, we book a 30-day check-in.

Total of YOUR time: about 2 hours over 2 weeks. Not one 2-hour marathon. Everything between calls is on us.

What we'll ask you to authorize.

On the Connections call we'll click Allow on each of these together. Each is OAuth — the same standard your bank uses for Plaid. Each is revocable in 30 seconds from your own account settings. We will never ask for any password.

Facebook + Instagram

Facebook Page management

pages_manage_posts

What it does: Publish posts to your Facebook Page when you tap Approve on an AI-generated draft.

Why we need it: So Command Center can post your jobsite photos, blog promos, etc. without you having to log into Facebook every time.

Revoke: facebook.com/settings → Business Integrations

Facebook Page insights

pages_read_engagement

What it does: Read your Page's reach, engagement, and basic analytics.

Why we need it: Powers the dashboard insights so you can see what's working.

Revoke: facebook.com/settings → Business Integrations

Instagram (linked to your Facebook Page)

instagram_basic + instagram_content_publish

What it does: Cross-post the same content to Instagram.

Why we need it: So you don't have to publish twice. We use the Meta-standard linked-page flow.

Revoke: Same as Facebook

Google

Google Calendar

.../auth/calendar + .../auth/calendar.events

What it does: Read your calendar to show jobs and appointments inside the dashboard. Create events (with Google Meet links) when you book a customer.

Why we need it: So your Command Center calendar reflects what's actually on your real calendar — no second source of truth.

Revoke: myaccount.google.com/permissions

Google Business Profile

.../auth/business.manage

What it does: Publish posts to your Google Business Profile when you tap Approve.

Why we need it: GBP posts are a real local-SEO signal. Most owners forget; we automate the approval flow.

Revoke: myaccount.google.com/permissions

Google Contacts (optional)

.../auth/contacts.readonly

What it does: Pull your existing phone contacts into Command Center in one click during onboarding (read-only — we never modify your Google Contacts).

Why we need it: Saves you uploading a CSV. Optional — skip this if you'd rather migrate contacts a different way.

Revoke: myaccount.google.com/permissions

Google account identity

openid + email + profile

What it does: Confirm which Google account you connected. Display your name and photo in Connected Accounts settings.

Why we need it: Standard sign-in plumbing. Tells you exactly which Google account is plugged in.

Revoke: myaccount.google.com/permissions

Twilio (your phone setup)

Phone routing

Hosted SMS / Port / Fresh number — depends on your path

What it does: Routes your business SMS and (optionally) inbound voice through Twilio so they appear in Command Center.

Why we need it: So every customer text, call, and voicemail lives in one searchable place tied to that contact — but only for customers in your CRM, never personal calls.

Revoke: Tell us — we'll wind down or transfer your number within 5 business days. Voice service stays with your existing carrier unless you fully ported.

Stripe

Subscription billing

Stripe Customer + Subscription

What it does: Process your monthly Command Center subscription. We never see or store your card number — Stripe handles all of it (PCI-DSS Level 1 certified).

Why we need it: So your subscription auto-renews without us asking for card details.

Revoke: dashboard.stripe.com/settings/applications

What we will NEVER ask for.

  • Your Facebook password
  • Your Google password
  • Your Stripe password
  • Your domain registrar password
  • Your bank account password (we don't touch banking)
  • Any password to anything

If anyone claiming to be from Command Center asks for an account password — it's not us. Hang up, ignore the email, and tell us so we can warn other clients.