ATLAS
Voice Onboarding

AI voice onboarding conversation — intro call, qualification questions, service setup, and scheduling.

1 Welcome
2 Qualify
3 Services
4 Area
5 Schedule
6 Complete
Welcome Screen Planned
AI assistant intro, CTA, estimated time
9:41
Voice Onboarding
AI
Meet Your AI Onboarding Assistant
I’ll walk you through setting up your contractor profile using a quick voice conversation.
How It Works
Answer a few questions by voice. I’ll confirm your services, set up your coverage area, and configure your schedule.
No typing needed Data verified by AI
Estimated Time
About 5 minutes to complete
5 min
Speak NaturallyOur AI understands conversational language. Just answer like you’re talking to a colleague — no special commands needed.
Qualification Call Planned
Active call UI, waveform, question display
9:41
Qualification
1:42
Question 2 of 6
Recording
@keyframes pulse{0%,100%{opacity:1}50%{opacity:0.4}}
Current Question
“How many years have you been operating your contracting business?”
Experience Required
Listening…
Speak your answer clearly
33% complete
Service Selection Planned
Category cards, multi-select, AI recommendations
9:41
Services
AI
“Based on your answers, I’ve pre-selected services. Tap to adjust.”
General Contracting
Remodels, builds
Electrical
Wiring, panels
Plumbing
Pipes, fixtures
Painting
Interior, exterior
Roofing
Repair, replace
HVAC
Heating, cooling
AI RecommendationContractors who offer 3+ services get 2.4x more bids. Consider adding Plumbing to your profile based on your experience.
3 services selected
Good coverage
Area Setup Planned
Map, radius, zip codes, coverage summary
9:41
Coverage Area
Service area map
Service Radius
10 mi
25 mi
50 mi
75 mi
Centered on Charlotte, NC 28202
Additional Zip Codes
28202 28203 28204 28205 +12 more
Coverage Summary
25
Mile Radius
16
Zip Codes
1.2M
Population
Schedule Setup Planned
Availability grid, contact method, timezone
9:41
Schedule
Weekly Availability
Morning
Afternoon
Evening
Mon
8a–12p
12p–5p
5p–8p
Tue
8a–12p
12p–5p
5p–8p
Wed
8a–12p
12p–5p
5p–8p
Thu
8a–12p
12p–5p
5p–8p
Fri
8a–12p
12p–5p
5p–8p
Sat
8a–12p
12p–5p
5p–8p
Sun
8a–12p
12p–5p
5p–8p
Preferred Contact
Phone
Text
Email
Timezone
Eastern Time (ET) — UTC-5
Completion Planned
Success hero, score card, next steps
9:41
Complete
Onboarding Complete!
Your contractor profile is ready to receive bids.
Onboarding Score
92
out of 100
3
Services
16
Zip Codes
38h
Weekly Hrs
Next Steps
  • Complete voice qualification Answered 6 of 6 questions
  • Select service categories 3 services configured
  • Set coverage area 25-mile radius, 16 zip codes
  • Upload license & insurance Required for verification
  • Add portfolio photos Boost your profile visibility
Profile BoostComplete the remaining steps to unlock priority bid placement and the Verified Contractor badge.
1 Welcome & Qualify
2 Services & Area
3 Schedule & Preferences
4 Completion
Welcome & Qualification Planned
9:41
Voice Onboarding
AI
AI Voice Assistant
Quick voice-guided contractor onboarding in about 5 minutes.
~5 min
Estimated duration
Voice-first
No typing required
AI-verified
Answers confirmed in real-time
1:42
Question 2 of 6
Recording
Current Question
“How many years have you been operating your contracting business?”
Previous Answers
Q1: What is your business name?
“Morrison Contracting LLC”
Services & Area Planned
9:41
Services & Coverage
AI
“Pre-selected based on your voice answers. Adjust as needed.”
General Contracting
Remodels, builds, additions
Electrical
Wiring, panels, outlets
Painting
Interior & exterior
Plumbing
Pipes, fixtures
Roofing
Repair, replace
3
Services Selected
25-mile service area radius
10 mi
25 mi
50 mi
75 mi
2820228203282042820528206282072820828209+8 more
25
Mile Radius
16
Zip Codes
1.2M
Population
Schedule & Preferences Planned
9:41
Schedule & Preferences
Weekly Availability
AM
PM
Eve
Mon
8–12
12–5
5–8
Tue
8–12
12–5
5–8
Wed
8–12
12–5
5–8
Thu
8–12
12–5
5–8
Fri
8–12
12–5
5–8
Sat
8–12
12–5
5–8
Sun
8–12
12–5
5–8
38h
Weekly Hours
Preferred Contact Method
Phone
Text
Email
Timezone
Eastern Time (ET) — UTC-5
Notification Preferences
New bid alerts
Message notifications
Weekly digest email
Completion & Next Steps Planned
9:41
Onboarding Complete
All Done!
Your profile is live and ready for bids.
92
Onboarding Score
3
Services
16
Zip Codes
38h
Weekly
Next Steps
  • Complete voice qualification 6 of 6 questions answered
  • Select service categories 3 services configured
  • Set coverage area 25-mile radius, 16 zip codes
  • Configure schedule 38 hours/week availability
  • Upload license & insurance Required for Verified badge
  • Add portfolio photos Boost profile visibility by 3x
  • Connect payment method Stripe Connect for payouts
1 Dashboard
2 Qualification
3 Service & Coverage
4 Completion
Onboarding Dashboard Planned
https://app.3bids.io/contractor/voice-onboarding
3BidsVoice Onboarding
Steps
Welcome ⌘1
Qualification ⌘2
Services ⌘3
Coverage ⌘4
Schedule ⌘5
Review ⌘6
Account
Settings ⌘7
JM
James Morrison
Contractor

Voice Onboarding

Step 2 of 6 · Qualification
Welcome
2
Qualify
3
Services
4
Coverage
5
Schedule
6
Review
2/6
Steps Done
33%
Complete
1:42
Call Time
~3 min
Remaining
AI
Qualification in Progress
The AI assistant is gathering your business details via voice
Current Question (2 of 6)
“How many years have you been operating your contracting business?”
Qualification Review Planned
https://app.3bids.io/contractor/voice-onboarding/qualification
3BidsVoice Onboarding
Steps
Welcome ⌘1
Qualification ⌘2
Services ⌘3
Coverage ⌘4
Schedule ⌘5
Review ⌘6
Account
Settings ⌘7
JM
James Morrison
Contractor

Qualification Review

6 Questions Answered · AI Verified
Call Transcript
AI
0:00
“Welcome to 3Bids. I’m your AI onboarding assistant. Let’s get your contractor profile set up. What is your business name?”
JM
0:08
“Morrison Contracting LLC”
AI
0:12
“Great. How many years have you been operating your contracting business?”
JM
0:18
“About 12 years now”
AI
0:22
“And how large is your team currently?”
JM
0:28
“We have 8 full-time employees and a few subs”
Extracted Answers
AI Verified
Business Name
Morrison Contracting LLC
Years in Business
12 years
Team Size
8 FTE + subcontractors
License Type
General Contractor (NC)
Insurance Status
Active — $2M liability
Service Region
Charlotte metro area
Service & Coverage Config Planned
https://app.3bids.io/contractor/voice-onboarding/services
3BidsVoice Onboarding
Steps
Welcome ⌘1
Qualification ⌘2
Services ⌘3
Coverage ⌘4
Schedule ⌘5
Review ⌘6
Account
Settings ⌘7
JM
James Morrison
Contractor

Services & Coverage

3 Services · 25-Mile Radius
Service Categories
General Contracting
Remodels, builds
Selected
Electrical
Wiring, panels
Selected
Painting
Interior, exterior
Selected
Plumbing
Pipes, fixtures
Roofing
Repair, replace
HVAC
Heating, cooling
Coverage Area
25-mile service radius — Charlotte, NC
28202282032820428205282062820728208282092821028211+6 more
25
Mile Radius
16
Zip Codes
1.2M
Population
Completion Summary Planned
https://app.3bids.io/contractor/voice-onboarding/complete
3BidsVoice Onboarding
Steps
Welcome ⌘1
Qualification ⌘2
Services ⌘3
Coverage ⌘4
Schedule ⌘5
Review ⌘6
Account
Settings ⌘7
JM
James Morrison
Contractor

Onboarding Complete

Score: 92/100 · Profile Live
92
Onboarding Score
3
Services
16
Zip Codes
38h
Weekly
Action Items
4/7 Complete
  • Voice qualification 6 questions, AI-verified
  • Service categories General Contracting, Electrical, Painting
  • Coverage area 25-mi radius, 16 zip codes, 1.2M population
  • Schedule configured Mon–Sat, 38 hours/week
  • Upload license & insurance Required for Verified Contractor badge
  • Add portfolio photos 3x profile visibility boost
  • Connect Stripe for payouts Required before accepting jobs

Data Architecture

Voice onboarding module — AI-guided contractor intake with speech-to-text qualification, service configuration, and coverage setup.

Source Files

app/(contractor)/onboarding/voice.tsx
Voice onboarding flow — welcome, qualification call, service/area/schedule config
Component
app/(contractor)/onboarding/voice-complete.tsx
Completion screen with score, next steps, dashboard redirect
Component
components/contractor/VoiceRecorder.tsx
Microphone control, waveform visualization, speech-to-text bridge
Component
components/contractor/ServiceSelector.tsx
Multi-select service grid with AI recommendation badges
Component
components/contractor/CoverageMap.tsx
Radius selector, zip code manager, population calculator
Component

Convex Queries

onboarding.getProgress
Current step, completion percentage, extracted answers, score
Query
onboarding.getTranscript
Full voice transcript with timestamps and AI-extracted field values
Query
services.getCategories
Available service categories with descriptions and icon references
Query
coverage.getZipCodes
Zip codes within radius of center point, with population data
Query

Convex Mutations

onboarding.saveAnswer
Store AI-extracted answer from voice input with confidence score
Mutation
onboarding.updateServices
Set selected service categories for contractor profile
Mutation
onboarding.saveCoverage
Save radius, center point, and explicit zip code list
Mutation
onboarding.saveSchedule
Weekly availability grid, contact preferences, timezone
Mutation
onboarding.complete
Calculate score, mark profile as onboarded, trigger welcome notifications
Mutation

Onboarding Flow

Welcome
Voice Qualification
Service Selection
Coverage Setup
Schedule Config
Complete

Key Design Decisions

Voice-First Onboarding

Contractors answer questions via voice instead of typing. AI handles speech-to-text, entity extraction, and field mapping. Reduces friction for blue-collar users who prefer talking over filling forms.

AI Pre-Selection

Service categories are pre-selected based on voice answers. The AI interprets mentions of “electrical work” or “painting projects” and maps them to service categories. Contractors confirm or adjust rather than starting from scratch.

Onboarding Score

Gamified completion metric (0–100) based on profile completeness: services, coverage, schedule, docs, portfolio. Higher scores unlock priority bid placement. Creates urgency to finish remaining steps.

Progressive Disclosure

Each step appears only after the previous is complete. Voice qualification feeds into service pre-selection, which feeds into coverage suggestions. The AI builds on prior answers to reduce redundant questions.