Platform · Module 04 of 15
Appointments
Estimates and site visits booked straight onto the calendar from the conversation, with confirmations and reminders handled.
Appointments
Booked from the thread, confirmed automatically, reminded without your office lifting a finger.
- Reroof estimate, Oakdale. Marcus assigned. Reminder set for Wed evening.
- Reroof estimate, Cottage Grove. Booked by your agent from the quiz follow-up.
- Leak repair, Hastings. Crew of two. Materials confirmed Tuesday.
- Shingle replacement consult, Maplewood. Waiting on the homeowner to pick a time.
Sample schedule for the demo company. On your system these are your real bookings, written by the same conversations that created the leads.
The system look: this is the Appointments module as it runs inside a company workspace, shown with a fictional roofing company and sample data.
How It Operates
How Appointments works on a real job
- 1
Booked inside the conversation
When a lead says yes, the agent or your crew books the estimate right in the thread. The appointment is written to the calendar and onto the lead record at the same moment.
- 2
Confirmations go out on their own
The customer gets a confirmation right away and a reminder before the visit. No office time spent on phone tag.
- 3
No-shows get worked, not forgotten
A missed appointment triggers the follow-up sequence instead of dying on the calendar. Rebooking is one reply away.
- 4
Crew sees the day clearly
Appointments feed the calendar view and the dashboard, so the morning starts with who is going where, settled.
What setup takes
You provide your booking rules: who takes estimates, which hours, how long a visit runs, and your service area as you confirm it with us. We configure the appointment types, the confirmation and reminder texts in your voice, and the no-show follow-up.
Watch
The Appointments explainer
Explainer filming in production
The video walkthrough for this module, a NotebookLM explainer wrapped in the Kraken intro and outro, lands in this slot as soon as it clears production.
Listen
The Appointments podcast
Podcast in production
The audio overview for this module, generated from the same production brief as the explainer, lands in this slot as soon as it clears production.