APPOINTMENT BOOKING

Appointment booking that puts estimates straight on your calendar.

No phone tag. Homeowners pick a time that fits your schedule, their project details come with the booking, and reminders go out so they’re home when you pull up.

Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligation

Part of the engine: Sales · Booking and follow-up that holds

At a glance

Who it’s for
Contractors in hvac, windows & doors, remodeling, and other trades that sell projects worth an estimate
Part of the system
Sales: booking and follow-up that holds
How it works
  • Set your booking rules
  • Connect your calendar
  • Write the reminders
  • Track who shows
Judged on
  • Booked estimates
  • Show rate
  • Reschedules vs. no-shows
  • Booked estimate to signed job rate
Common mistakes
  • Phone tag before every estimate
  • Showing up blind
  • Empty driveways
What it costs
Ad spend is paid directly to Meta or Google, never through BlueSmith. Setup and monthly management are scoped on a strategy call after the free assessment.
WHERE IT BREAKS

Appointment Booking: where it breaks for most contractors.

01

Phone tag before every estimate

Three voicemails to set one appointment. By the time you connect, they’ve booked the contractor who made it easy.

02

Showing up blind

You drive out knowing a name and an address. No scope, no budget, no idea if it’s even your kind of job.

03

Empty driveways

No confirmation, no reminder. The homeowner forgot, and your evening is gone.

WHAT WE BUILD AND RUN

What’s included.

Self-booking from real availability

A calendar that only shows times you and your estimators can actually make, by area if you need it.

Project details on every booking

Job type, scope, budget range, and photos if they have them, attached to the appointment.

Confirmations and reminders

A text and email confirmation right away, and reminders ahead of the visit.

Easy rescheduling

A link to move the appointment, so a conflict becomes a new time instead of a no-show.

HOW WE RUN IT

In order. No guesswork.

  1. 01

    Set your booking rules

    Hours, travel time between visits, service areas, and which estimator takes which jobs.

  2. 02

    Connect your calendar

    Bookings land in the calendar you already use, and in your CRM.

  3. 03

    Write the reminders

    Confirmation and reminder messages in your voice, with what to expect at the visit.

  4. 04

    Track who shows

    We compare booked against kept appointments and adjust timing, reminders, and questions.

WHERE IT FITS

One part of the whole engine.

Attention × Offer × Sales × System. A weak part drags the others down, so we build and run all four.

RUN YOUR NUMBERS

What’s a better close rate worth?

You’re already paying to get in front of homeowners. See what closing a few more of those estimates would add, without one more lead.

25%
33%

Extra revenue per year: $288,000

Extra revenue per year$288,000
Extra revenue per month
$24,000
Extra signed jobs per month
1.0

12 estimates a month, closing 25% now vs 33% target, $25,000 average project.

See what we’d build for these numbers

Starts with example numbers. Change them to yours. Arithmetic only, not a promise of results.

Open the full close rate calculator

STRAIGHT ANSWERS

Questions we hear.

Will homeowners really book without talking to someone?

The ones who want to, will. Booking at 9 p.m. from the couch beats waiting for your office to open. Anyone who’d rather talk first can still call or text.

Can I control which days and times show up?

Yes. You set the hours, the travel time between visits, and the areas each estimator covers. The calendar only shows what you can actually make.

Does it work with my calendar and CRM?

We connect to the calendar you already use where we can, and send bookings into Jobber, ServiceTitan, Housecall Pro, or GoHighLevel if you run one of them.

What if someone books a job I don’t do?

The qualifying questions catch it before the calendar shows. Out-of-area or out-of-scope requests get a polite reply instead of a time slot.

Your crew is ready for the next job. Is your calendar?

Seven questions. Two minutes. See the one part of your engine holding your projects back.

Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligation

Avg response time 2.5 minutes