FOR THE CSR
Booking Buddy
Website self-booking that frees the phone.
Booking requests come in through your website instead of stacking up on hold. The CSR works them from one dashboard, between the calls that need a real conversation.
- Time back
- 5 min
- per booking
- Cost
- 15¢
- 30 Rivets per booking
How it works.
4 steps, and your team only touches the ones that need a person.
- 1.
Booking requests arrive from the website
A customer fills out a short flow on the company's website: contact info, address, service, time slot, then review and confirm. The booking lands in the CSR's queue with all of it already on the record.
- 2.
Every booking lands in one queue
Widget bookings, dashboard entries, CSV imports, and bookings pulled from the company's scheduling system show up together. A capacity overlay sits on top, so the CSR sees the full schedule at once.
- 3.
The CSR confirms or reschedules inline
A pending request to confirm, a customer who calls to move a time, a booking the dispatcher flagged for re-routing: each one is handled from the same dashboard, and the change reflects everywhere it needs to.
- 4.
Calls that come in join the queue
Some customers will always call. The CSR takes the call, opens a new booking from the dashboard, and it lands in the same queue as everything else.
Try it.
A small working model of Booking Buddy. Nothing here touches a real customer.
Book a service visit as the customer, then see the request land in your CSR's queue to confirm or move.
A day for the CSR.
- 8:00 AM
The first call is a same-day no-cool. The next forty before lunch are name, address, availability, repeat.
- 10:30 AM
Texts and webchats stack up. The booking calls take all the bandwidth, and customer records fall behind.
- 12:30 PM
Lunch-hour callers are six deep. Working as fast as possible, three roll to voicemail. Two never call back.
- 3:30 PM
A five-minute dispatch sync, most of it reconciling things that fell through the cracks earlier.
- 8:00 AM
Twelve bookings are already on the dashboard. The CSR holds the same-day no-cool call all the way through.
- 10:30 AM
Booking requests routed themselves into the dashboard. What is left is the harder stuff, handled carefully.
- 12:30 PM
Customers self-book from their breaks. The one call that comes in is the tricky reschedule, held all the way through.
- 3:30 PM
A five-minute sync on territory edge cases, the commercial reschedule, and the widget's capacity settings. Decisions, not damage control.
What it won't do.
So nobody's surprised later.
- Takes no payment and generates no invoice at the time of booking.
- Handles one-off requests, not recurring or subscription bookings.
- Dispatches no technicians, optimizes no routes, and does not manage jobs once they are in progress.
- Sends no reminder messages between the booking and the day of the appointment.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
