Rapid routing with escalation paths
Enquiries are qualified and routed within minutes of arrival. Edge cases escalate to a human reviewer automatically.
Booking Automation
Booking automation that keeps execution reliable
Booking automation should reduce delay without obscuring operational risk. We design explicit decision pathways your team can trust.
What this delivers
Clear ownership
Handoffs between teams are explicit, traceable, and operationally accountable.
Reliable scheduling
Capacity-aware rules reduce avoidable conflicts and protect service quality.
Choose your automation depth
Tier 1
Essential Booking Automation
Capture, qualify, confirm, remind
Pricing on request
Built for sole traders and small teams that need faster booking turnaround.
- Capture enquiries from forms, calls, SMS, WhatsApp, and email
- Qualify by job type, urgency, postcode, and photos
- Auto-propose time slots and confirm bookings
- Confirmations with job details and calendar links
- Automated reminders to cut no-shows
Best for: Sole traders and small teams that need faster booking turnaround.
Tier 2
Advanced Booking Workflow
Smart scheduling, self-serve booking, CRM sync, Stripe deposits
Pricing on request
Built for growing service teams focused on utilisation and lower admin load.
Everything in Essential Booking Automation, plus:
- Smart scheduling: travel buffers, job durations, zones, skill-matching
- Reschedule and cancel flows with cut-off rules and rebooking
- Branded self-serve booking page (mobile-first)
- Pre-job automation: photos, access notes, parking, parts
- Two-way calendar + CRM sync, optional Stripe deposits
Best for: Growing service teams focused on utilisation and lower admin load.
Tier 3
Enterprise Booking Control
Audit trail, role-based access, capacity management, SLA timers, analytics
Pricing on request
Built for multi-user operations teams that need governance and predictable throughput.
Everything in Advanced Booking Workflow, plus:
- Full audit trail — who changed what and when
- Role-based access with approval gates
- Capacity management across crews and regions
- SLA timers for urgent triage and missed responses
- Analytics: conversion, time-to-book, no-shows, utilisation
- Deep integrations: dispatch, ERP, multi-calendar, routing
Best for: Multi-user operations teams that need governance and predictable throughput.
What it automates
- Lead qualification and routing rules
- Availability-aware scheduling logic
- Exception and escalation handling
- CRM-to-operations handoff states
- Status notifications and reminders
- Throughput and delay monitoring
How it works
Step 1
Map demand pathways
We define enquiry types, decision rules, and ownership so booking behaviour stays consistent.
Step 2
Design routing logic
Qualification, scheduling, and exception handling are modelled with explicit handoffs.
Step 3
Deploy in controlled slices
Automation is released in stages so teams can validate outcomes before full rollout.
Step 4
Tune for reliability
We optimise throughput and recovery behaviour as real-world demand changes.
Integrates with
HubSpotSalesforcePipedriveGoogle CalendarMicrosoft 365
Frequently asked questions
It covers qualification, routing, scheduling, and exception handling for inbound work requests.
Yes. Rules are modelled around your capacity, geography, service tiers, and escalation standards.
No. We design visibility into every stage so ownership and recovery paths remain explicit.
Most engagements start with a focused discovery and phased delivery within a few weeks.
Yes. We design integrations around your existing CRM and operational systems.
Plan your next automation phase with confidence
Bring your workflow constraints and priorities to a discovery call, and we will map the most practical implementation path.
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