Appointment Scheduling

Estimates and installs booked onto your calendar, with reminders before the truck rolls.

Full-featured calendar system for scheduling appointments with contacts, companies, and opportunities.

How it works

01/04
Real availability
Your crew's actual week is the source of truth
Working hours, existing jobs, drive time and who is qualified for the work. Only the gaps that genuinely exist are bookable.
02/04
They book themselves
The customer picks a slot without calling anyone
No phone tag, no waiting on a callback to agree a time. They choose from what is actually open and the job is on the board.
03/04
Reminders run
Confirmations and reminders go out on their own
The confirmation lands immediately, the reminder lands the day before, and the on-my-way text lands when the tech leaves. Nobody in your office sends any of them.
04/04
No-shows drop
The empty slot is the expensive one
A no-show is a truck moving for nothing. Most of them are not people changing their mind, they are people forgetting — and forgetting is the part reminders fix.

An illustrative example

Where this fits

Get found

Capture every lead

Sell and close

Keep them coming back

Capabilities

Everything Appointment Scheduling handles — built in, not bolted on.

What life looks like before and after.

Before
Another login, another export, another guess.
After
Schedule appointments without leaving the platform
Before
Manual work that should happen automatically.
After
Track appointment outcomes
Before
Scattered across tools that don't share a record.
After
Manage team calendars
Before
Easy to drop when the day gets busy.
After
Avoid double-booking

How operators put this to work.

CRM
Service business scheduling consultations
Estimates and installs booked onto your calendar, with reminders before the truck rolls.
CRM
Sales team booking demos and meetings
Estimates and installs booked onto your calendar, with reminders before the truck rolls.