Booking, Reminders and Client Reporting
The everyday jobs that quietly cost you money: chasing people to book, reminding them so they turn up, and proving your worth at renewal. We set all three up so they run without you. Below is exactly what that looks like, in plain terms.
What This Actually Does, Day to Day
A lead enquires at 11pm and books itself
Someone fills in your website form on a Sunday night. Within seconds they get an email and a text acknowledging it, with a link to your calendar. The link already knows who they are, so their name, email and phone are filled in. They pick a slot. It lands on your calendar and against their record, no duplicate created. You wake up to a booked job instead of a voicemail.
You need to see the place before you quote
You send one link. Their details are already in it, so all they type is the address. The visit is set to a full hour, not a squeezed half hour, with travel time blocked either side so the next thing cannot land on top of it. You set a minimum notice, so nobody books you for tomorrow morning while you are two counties away.
Nobody has to chase anyone
Confirmation goes out the moment they book. A reminder follows the day before by email and a couple of hours before by text. If they need to move it, they reschedule themselves and everyone gets the new time. No phone tag, no diary rubbed out, and far fewer people who simply forget.
Every conversation sits in one place
The booking, the reminders, the texts, the emails and the notes all attach to that one customer record. When they ring back in four months you can see the lot in one screen, instead of hunting through a phone, an inbox and a paper diary.
Agreements signed from a phone
Send a service agreement, a quote acceptance or a direct debit authorisation. They sign it on their phone in under a minute. The signed copy files itself against their record with the signature stored, so you are not digging through email looking for who agreed to what.
Renewal stops being an argument about price
Once a year we produce a report for each of your customers showing what you actually did: jobs attended, issues resolved, problems prevented, hours invested. You hand it over before you talk about next year's figure. The conversation shifts from what it costs to what it was worth.
How We Set It Up
Watch how you work now
We follow one real enquiry from first contact to invoice and note every point where someone has to remember something.
Build it around your hours
Your real availability, your travel time, your notice period, your wording. Not a template with our name swapped out.
Test it on you first
Every message and booking link is fired at you before a single customer sees it, so you know exactly what they will receive.
Hand it over and stay on call
You get it working, plus someone to ring when you want a time changed or a message reworded.
Why It Matters
Most small firms do not lose work to competitors. They lose it to enquiries that went cold over a weekend, appointments people forgot, and renewals where nobody could remember what was delivered.
- Enquiries get an answer in seconds, at any hour, including weekends
- Customers book themselves without typing their details again
- Reminders go out by both email and text, so fewer no-shows
- Site visits get proper time and travel gaps, so the day does not collapse
- Every booking, message and signed document sits on one customer record
Where The Time Goes
*Set up and run for our own business before we offer it to yours.
Frequently Asked Questions
Find answers to common questions about our services.
See It Working Before You Decide
We will walk you through the exact setup we run for our own business, using your enquiries as the example, and tell you honestly which parts would earn their keep for you.
Book a Look Through It