Industries / Home services

Get the booking ready for the crew.

Answering the enquiry is the start. The address, job details, appointment window and customer confirmation still have to reach dispatch.

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HOME SERVICES / APPOINTMENT WORK
APPOINTMENT WORKFLOW / EXAMPLE
MTWTF
Enquiry
A service request arrives

A service request arrives

ILLUSTRATION

For the service operations leader trying to turn incoming calls into jobs the dispatcher and technician can actually run.

We agree and test your industry workflow before customer use.

01

The phone rings while the route changes.

A customer wants a visit today. Dispatch needs the postcode, type of job and availability before offering a slot. Meanwhile, a technician is running late and another customer has not confirmed. A full enquiry list is not a usable route sheet.

Measures to review: enquiry-to-booking rate; time to appointment confirmation; no-show rate; dispatcher time per booking.

02

More enquiries, more dispatcher chasing, or a booking with the details attached.

Buy more calls and dispatch still has to qualify the job and find the slot. Ask crews to handle every reminder and interrupt the work on site. The third option is to prepare the booking and carry changes back to dispatch.

03

Can you come today? Start with the job and the slot.

A workflow to agree: capture the service address, job type, customer description and preferred time. Check the approved service area and booking rules, then request or confirm an available slot through the agreed scheduling workflow.

Same-day booking depends on actual capacity and dispatch approval. Safety-sensitive descriptions take the approved human escalation path; the intake does not diagnose the fault.

04

A route sheet needs more than a name and number.

The work list: booking confirmation; access instructions; service-address checks; appointment reminders; customer updates when a window changes; route-sheet notes; cancellation handling; and no-show recovery.

A gate code is in a text thread. A changed appointment has not reached the technician. A missed visit needs a new slot. Those details have to reach the people running the day.

05

Review what the dispatcher had to fix.

Review calls for missing addresses, unclear job descriptions, an unsupported arrival promise or a change that never reached the route sheet. Tie each coaching item to the booking and the relevant conversation.

The handoff is ready when dispatch has the job, location, agreed window and exceptions. Technician assignment, routing decisions and commitments outside approved rules stay with dispatch.

06

Start with confirmations and no-show recovery.

Start with one task: send the approved appointment reminder, record the response and bring a change request back into scheduling. For a missed visit, ask whether the customer wants to rebook and return the available choices from the approved workflow.

Your team approves the script, scheduling access and exceptions before use. A no-show does not authorize an automatic new appointment.

07

From a callback list to a booking dispatch can use.

Before: dispatch chases the address, confirms the window and copies changes into the route sheet. With the agreed workflow: the booking details, confirmation and exceptions arrive together for dispatch.

08

Home-services evidence is still to be supplied.

No published home-services result is presented on this page.

09

Bring a day of bookings and the changes around them.

Choose one service area and one job type. Review the enquiry, booking, route-sheet handoff and missed-visit follow-up. Agree what dispatch must approve before the first workflow runs.

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Company / Monthly customer conversations / Phone number.

Customer evidence across AIVI

These are the same approved receipts across the site. They do not establish results for every vertical.

Without AIVI, we would have needed 6 more salespeople.
Ken Gemmell, CEO, Kaleidico
AIVI took our conversion rate from 20% to 50%. Same spend.
Dan Hobbs, CTO, My Financial Broker
FreezeMyDebt300 closed

50,000 re-engaged. 1,500 qualified. $450K.

  • AIVI supported 2,880 more closed deals a year by contacting 2,400 more people per month, cutting lead outreach time by 93%, increasing out-of-office appointment transfers by 68%, and generating a 25% lift in transfers through nurturing.
R1$72M

Annual revenue unlocked

  • AIVI unlocked $72M in annual revenue by increasing contact rate 50%, increasing lead-to-close rate 25%, reducing cost per acquisition by 20%, and saving $640K the business would otherwise have spent on additional hires.

Your next step

Get your AI readiness review.

Start with the follow-up, service or admin taking time from your team. We’ll identify the work to review and how it fits your current systems.

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Get the booking ready for the crew. | AIVI