Customer appointment booking and reminders

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Receive Service Request

   Customer initiates booking request with service details, preferred time slots, and contact information. System captures all relevant data including service type, urgency level, and location.

   ServiceTitanHousecall Pro
2. 2

   Action

   Check Technician Availability

   System queries scheduling database to identify available technicians with appropriate skills for the requested service type. Considers location proximity, workload, and certification requirements.

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3. 3

   Decision

   Evaluate Scheduling Options

   Determines if immediate scheduling is possible or if alternative time slots need to be offered. Branches based on technician availability and customer urgency level.

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4. 4

   Action

   Generate Appointment Confirmation

   Creates confirmed appointment with assigned technician, service details, and estimated arrival time. Updates customer record and technician schedule simultaneously.

   ServiceTitanHousecall Pro
5. 5

   Action

   Send Confirmation Notifications

   Automatically dispatches confirmation email/SMS to customer with appointment details, technician profile, and service preparation instructions. Notifies assigned technician of new job.

   ServiceTitanHousecall Pro
6. 6

   Action

   Schedule Automated Reminders

   Sets up reminder sequence including 24-hour and 2-hour notifications with options to reschedule or cancel. Includes technician contact information and estimated arrival window.

   ServiceTitanHousecall Pro
7. 7

   Output

   Complete Booking Documentation

   Generates work order, updates customer history, and creates invoice template for post-service billing. Ensures all stakeholders have necessary appointment information.

   ServiceTitanQuickBooks for Contractors

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