Relevant intake
Ask for the property, service and contact details you need before the visit.
Collect the details and arrange the assessment in one place.
Before you visit a property, you need to know what the customer wants and find a time that works. We set up a booking path that gathers the agreed details and offers appointments your business can actually accommodate.
Discuss this serviceIllustrative example
A painting assessment
Sample availability only. No appointment is booked.
Choose a sample time to preview the next step.
Ask the owner first
This location needs a service-area decision. Collect the request and offer a direct contact route instead of confirming an unsuitable appointment.
Example appointment
Reserved in this exampleThe owner would receive the property and project details with the assessment time. Rescheduling follows the business's agreed process.
Details collected with the request
- Property location
- Work the customer wants assessed
- Contact details
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Is scheduling taking too many exchanges?
A booking form helps when your availability is dependable and the appointments follow clear rules. We'll check your existing calendar or field-service software first. Unusual jobs can still go to a person.
What we set up
Suitable appointment choices
Set permitted times around the agreed assessment type, territory and calendar rules.
Confirmation and a fallback
Tell customers what happens next and how to reach your operator when booking needs attention.
How the work happens
Define one assessment
You provide its duration, territory, availability and required intake details.
Configure the path
Connect the agreed form and calendar using suitable existing features.
Try the exceptions
Check unavailable times, missing details and the route for changes before customers use it.
Your calendar needs an owner.
Your operator maintains availability, handles rescheduling and decides travel exceptions. Optional support can cover connection checks and changes to the booking rules; it doesn't staff your appointments.
Start with one calendar and assessment type.
We'll quote the setup and show software costs and optional support separately. More calendars or complex travel rules need their own scope.
Count the work around each appointment.
Compare scheduling exchanges and missing information with your current process, then check conflicts and kept appointments. A booking is useful only if it fits the work you can take on.
- Scheduling exchanges
- Missing intake details
- Conflicts and kept appointments