The customer already has a quote built from their own answers. Now they need a date.
If you accept quotes as the homeowner builds them, that date is the job. If you want to see the work first, it's the visit, and you walk in to go over a price they have already seen instead of starting from nothing.
Setting that date shouldn't take 6 texts and 2 phone calls. Booking checks your calendar and offers only the times you're free, with a gap before and after each appointment so you can drive to the next one.
I connect booking to the same record as the quote, so the appointment lands on the customer you already know.
ChatGPT can also read your open times and send a homeowner straight to booking. Whoever books, the appointment puts them in your CRM.
This is the customer's side of the calendar, the day you show up at their door. How you plan your crews' week stays in your hands.
Spend Less Time Going Back and Forth with Customers
Once you set an appointment, I handle the routine follow-up automatically.
Automatic Confirmations
Your customers get their appointment details automatically as soon as they make the booking.
Customer Rescheduling
I give your customers a reschedule link so they can choose another available time without calling your office or starting another text conversation.
Appointment Reminders
Automatic reminders go out before the appointment, helping your customers remember when you're coming and reducing avoidable missed appointments.
Next Appointment on the Truck's Smart Screen
Your next appointment shows in its own window on your truck's smart screen through Apple CarPlay and Android Auto, with a Google Maps link that opens directions right on the screen.
From Quote to Booked Appointment
- The customer has a quote: it's already on their record, with everything that came before it.
- An appointment is booked: a visit to go over the quote, or the job once the quote is approved. The customer picks an open time on your website.
- Your customer receives confirmation: I send the appointment details automatically.
- Reminders go out before the appointment: your staff doesn't have to remember to send them manually.
- The appointment stays connected to the customer: when the job is done, the invoice goes out from the same record.
The Customer Picks the Time
The customer books the appointment on your website, from the open times on your calendar. Nobody in your office has to trade texts to find a slot.
If you would rather talk to them first, fill in the same booking form on your website with their details. There is no separate booking screen for your office.
To keep a day clear, block the time on your calendar. Booking never offers it to a customer.
Connects with Your Existing Business Calendar and Email
I connect booking to the email and calendar your business already uses.
Your team keeps working with the tools they already know, and the appointment stays on the customer's record.
Common Questions
Does this plan my crews' schedule?
It books the appointment with the customer and keeps it on their record. How you assign crews and plan the week stays with you.
Does this replace our existing email or calendar?
No. I connect to the calendar and email your business already uses. You don't need another separate email or calendar app.
Can customers reschedule their own appointments?
Yes. Your customers can use a reschedule link to choose another available time instead of calling or texting your team to coordinate a new appointment.
Does it send automatic appointment reminders?
Yes. I send reminders automatically before the appointment, so someone on your team doesn't have to remember to send them manually.
Who books the appointment?
The customer, on your website, from the open times on your calendar.
If you talk to the customer first, you can fill in the same booking form with their details. There is no separate booking screen for your office.
How do I stop customers booking a day I need free?
Block the time on your calendar. Booking only offers times your calendar shows as free.
How do I know the customer's details are real?
I confirm the phone number with a text and the email address with an email, and check the postal code against the address.
Every field is checked as the customer types, and again for security and data quality before it reaches your CRM.
Can we use it for site visits and inspections too?
Yes. You can use booking for appointments such as site visits, inspections, and consultations.
Who manages the email and calendar settings?
I do. I manage your email setup, including its security settings and the access your website needs to check the calendar, book appointments, and send confirmations and reminders.
If you would rather manage it yourself, I can give you the list of permissions it needs. Setting them up is technical work for an experienced email administrator.
I don't read your entire inbox.
See the Rest of the System
On the Calendar Without the Phone Tag
The customer picks the time and the reminders go out on their own. Nobody in your office spends the afternoon texting back and forth to find a day that works.
Before the booking, an open quote gets followed up until the customer decides. After the job, the invoice and payment link go out the day you mark it done.
Book a 20-Minute Call with Robert and see a customer book straight into an open time.