Moving your front office to Refo shouldn't be a project for you. Send us your bills. We show what Refo replaces and what you pay today, set up alongside your current provider, move your number and data, and prepare the cancellations for your approval.
SAME DAYYour latest invoices for your answering service, phone system, messaging and reviews app, and anything else you'd like us to look at. We show what Refo replaces, what stays, and what you pay today.
2 DAYSOne monthly price, set against what you pay today. We list each contract's end date, notice period and any early-termination fee up front.
1 TO 3 WEEKSWe set up your rules, connect your scheduling or practice software and run test calls. Your current provider keeps running.
1 DAYWe forward or port your number and turn on answering, booking and follow-up. Nothing changes for your customers except faster answers.
AFTER GO-LIVEWe prepare the cancellation notices for you to approve, move your contacts, templates and review links, and confirm the final bills.
EVERY MONDAYCalls answered, quotes sent, jobs booked, payments collected, and anything that needs you.
Refo isn't one more tool. It replaces the services and apps around your front desk, and works inside the software you already run.
No. We find the terms, prepare each cancellation notice and send it once you approve. Some providers require the account owner to confirm; we tell you exactly what to click or sign.
No. We forward or port your existing number. Customers keep calling the number they know.
We list every fee and end date before you decide, and factor them into your plan and your go-live date.
Yes. Your current provider keeps running during setup and testing, until you approve the cutover.
No. We work inside it, where your system allows. We replace the extra tools and services around it.
Yes. Bookkeeping, IT, billing and other back-office services follow the same steps: bills first, a side-by-side plan, setup alongside your current provider, then cutover.