AI appointment booking
AI appointment booking
An assistant that takes the job, asks for the photos, and books it in your diary.
It answers on WhatsApp or SMS in plain questions, one at a time. Where the job needs pricing it asks for photos, hands the lot to you to price, and goes quiet until you reply. Where the price is set, like LMB’s £84 boiler service, it offers the free slots and books straight into the diary. Running today for LMB Plumbing & Heating, Renovolt Electrical and TLB Plumbing & Heating.
Route one: set price
A set-price job books itself into the diary.
LMB Plumbing & Heating’s boiler service is £84, fixed. The assistant knows that, knows Lloyd’s diary, and books it in three messages. Reconstructed with the customer’s details changed.
1
The question comes in
How much and when. On WhatsApp, by text, or after a missed-call text-back.
2
The price, straight away
£84 for a standard domestic gas boiler, because Lloyd set that price. The assistant never quotes a price he has not set.
3
One check
Which boiler, and is it a combi. The one question that changes whether the set price applies.
4
The free slots
Read from Lloyd’s real diary, with travel time between towns. Only slots that actually fit are offered.
5
Booked, confirmed, reminded
Into the diary, confirmation sent, reminder the day before, a text when Lloyd is on his way. Need to move it? Reply here.
Works for anything with a set price: boiler service, landlord gas certificate, EICR, PAT testing, chimney sweep.
Route two: priced by you
A job you need to see gets photos, then comes to you.
Renovolt Electrical’s flow for a fuse board. The assistant asks for the photos on Aled’s checklist, hands the thread to him with a summary, and goes quiet until he replies with a price.
1
The job comes in
Fuse board keeps tripping, Pencoed. Enough to know which checklist applies.
2
The photo checklist
The board with the cover closed, and the meter. Written with Aled for this job type. The customer sends them on the same thread.
3
The hand-off
The thread arrives with Aled marked waiting on price: summary, photos, address. The customer is told a person is pricing it.
4
Aled prices it
He replies on the thread with the price. The assistant passes it on. Nothing is promised that he has not typed.
5
Their yes, then the booking
Slot offered from his diary, booked, confirmed, reminded. The whole thing without Aled coming down the ladder.
TLB Plumbing & Heating runs the same route for bathrooms: the room from the door, the pipework, then Tom prices.
Which route
Set price or priced by you, by job.
You decide which jobs have a set price. Everything else goes through photos and you.
Job
Route
What happens
Boiler service
Set price
Booked into the diary
Landlord gas certificate
Set price
Booked into the diary
EICR
Set price
Booked into the diary
Fuse board replacement
Priced by you
Photos to you, then booked
EV charger
Priced by you
Photos to you, then booked
Bathroom
Priced by you
Photos to you, then a visit
Boiler installation
Priced by you
Photos to you, then a visit
This is the list we build with you in the first hour. A job not on the list is handed to you with whatever the customer said, never guessed at.
The setup
What we do before it goes live.
About an hour with you, then a test run on your own phone.
Your services and prices
Which jobs have a set price and what it is. Which need a visit. Which you do not do at all, so it can say so politely.
Your towns and hours
Where you work and when. The assistant offers slots inside those, with travel time, and tells people outside the area straight away.
Photo checklists per job
Written with you for each priced job type. Short, specific, in plain words a customer can follow on a phone.
Your diary connected
Google Calendar, Outlook or the CRM calendar. It reads the real free slots and writes the booking back with the job details.
Your wording
The questions in the order you would ask them, the confirmation, the reminder, the on-my-way text. All read by you.
Hand-off rules
What it flags to you immediately, like an emergency or a complaint, and what it holds for you to price. And a test on your own number first.
What's in it
The assistant, the photo checklists, the diary, the hand-off.
Got questions