Your first setup

Setup starts with connecting Follow Up Boss (FUB). It has three steps, shown at the top of the screen: Connect FUB, First report and Your price. Connecting is covered in Connect Follow Up Boss. This article covers the other two, and what to do after.

First report: who Trevy works

After you connect, Trevy reads your FUB contacts and shows "Here's what we found", already filled in. Change anything you like.

• Your market. The most common city and ZIP among your leads with an email address.
• Who gets a report. Every FUB stage, with how many leads with an email address are in it. Trevy ticks up to three of your largest stages that have at least 5 leads each.
• Narrow by tag (optional). Pick tags to work only leads with one of them, in the stages you ticked (or in any stage, if you tick none). For example, Nurture leads tagged Buyer.

Under the list, Trevy shows how many leads your picks add up to, out of all your leads with an email address. Each lead counts once. Trevy's price follows this number. See Plans and pricing.

If you lead a team, Trevy also asks When nobody reaches a hot lead: if nobody calls, texts or emails a hot lead within 4 working hours, where Trevy should move them. Nothing moves until hot-lead alerts are on. See When nobody reaches a hot lead.

Things to fix first

If something would stop Trevy from sending, a yellow box lists it, usually with a link to the page where you fix it. For example:

• "Add your name, photo and business so reports are signed by you." Set up your page opens Your page. See Monthly market reports.
• "Set up sending through Follow Up Boss so reports go out from each lead's agent." Set up sending opens the Emails page. See Sending through Follow Up Boss.
• "Add a ZIP so Trevy knows which market to report on." Pick your market opens the Contacts page.

While you're partway through setup, every page in Trevy shows "You're partway through setting up Trevy." with a Back to setup link, so you can fix something and come straight back.

Send me a sample report

Click "Send me a sample report". Trevy saves your picks and sends a real market report through FUB to your own FUB contact, so you see exactly what your leads will get. If you aren't a contact in FUB yet, Trevy asks you to add yourself with your Trevy email address first.

The button stays off while there's something to fix, until you've picked at least one stage or tag, and (for a team) until you've picked where missed hot leads go. "Skip for now" moves on to your price without the sample, and still saves what you picked, so your price counts it. Without the sample, setup doesn't offer Start Trevy: switch on follow-up emails and monthly reports on the Emails page instead.

Start Trevy

Nothing goes out to your leads from setup until you start Trevy. Once the sample is on its way, Trevy shows "Check your inbox" and asks whether to start now.

• Start Trevy switches on follow-up emails, monthly market reports and hot-lead alerts together. From then on, the leads you picked get their follow-up emails and a report each month, each from their agent through Follow Up Boss, and when one is ready to talk, their agent gets a task in FUB to call. See Hot-lead alerts. Then click See your price.
• Later, on the Emails page moves on to your price without starting anything. You can start both from the Emails page at any time.

Starting Trevy needs sending through Follow Up Boss switched on, which the sample needs too. If follow-up emails and monthly reports are already on, setup says "Trevy is on" instead of asking.

Your price

Trevy counts the contacts it will work and shows the plan and price, monthly or "Yearly, 20% off". During your free trial you'll see "Your free trial runs until" and the date, with "No card needed now". Click "Go to your dashboard" to open Home, or "Add a card now" if you'd like to. Your first charge still waits until the trial ends. See Your free trial.

Before Trevy emails anyone

Everything Trevy sends is switched on and off on the Emails page:

1. Send through Follow Up Boss: follow the steps and switch on sending. Every email Trevy sends needs this. See Sending through Follow Up Boss.
2. Follow-up emails: switched on by Start Trevy, or switch it on here. Under it, New listings, Market updates and Check-ins and notes are all on to start. Switch off any kind you don't want sent. See How Trevy's emails work.
3. Monthly market report: switched on by Start Trevy, or switch it on here. See Monthly market reports.
4. Quiet hours: check the times. Until you save your own, quiet hours are 9:00 PM to 8:00 AM. See Sending hours and time zones.

A contact's report opens on their agent's own page when that agent has made one, and on yours otherwise. Agents on your team make theirs on Your page.

You can change who Trevy works at any time on the Contacts page. See Choosing who Trevy emails.