Appointment Setting
A full calendar of qualified appointments, and crews that are not driving to jobs that cancelled.
What this agent handles
Owned end to end, not passed back to you half-finished.
Qualification first
Screened against your criteria — service area, job type, budget range, decision maker — before anything hits your calendar.
Calendar management
Books into the right slot for the right crew, respecting drive time and job length instead of just filling gaps.
Crew dispatch scheduling
Balances the day across your teams and moves work when someone runs long or a job falls through.
Confirmations
Confirms the day before and again on the morning, which is where most no-shows get caught.
Missed-call textback
Every missed call gets an instant text and a callback, so a ringing phone you could not answer is not a lost job.
Rescheduling and cancellations
Handles the moves, backfills the empty slot from the waiting list, and keeps the day full.
What the day looks like
A realistic shift, not a list of capabilities. This is the work that actually gets done while you are doing yours.
Day confirmation
Confirms every appointment on today’s board and texts crews any overnight changes.
New enquiry calls
Qualifies overnight leads and books the ones that fit your criteria.
Gap filling
A cancellation at 2pm gets backfilled from the waiting list before the crew has left the previous site.
Missed-call recovery
Works through every unanswered call from the morning. Text first, then a call.
Tomorrow's confirmations
Confirms the next day’s board and flags anything at risk of a no-show.
Dispatch handover
Tomorrow’s schedule finalised, routed sensibly, and in your crews’ hands before they finish today.
Is this your problem?
Home service companies
Roofing, HVAC, plumbing, solar, restoration, remodeling, pest control and landscaping. You are on a roof or under a sink when the phone rings, and the homeowner hires whoever calls back first.
What you get
One flat monthly fee. No recruitment charge, no per-task billing, no surprise line items.
- Qualification against your written booking criteria
- Calendar and dispatch board management
- Drive-time and job-length aware scheduling
- Day-before and day-of confirmations
- Missed-call textback and callback recovery
- Cancellation handling and gap backfilling
- Waiting list management
- Daily booked-job reporting and weekly QA review
See if this role fits
Thirty minutes to work out whether a Appointment Setting agent is the right first hire, or whether something else is the real bottleneck.
Your booking calendar will be embedded in this container. Until then, the button opens the same scheduler in a new tab.
Roles that pair with this one
Most clients start with one agent and add a second once the first has paid for itself.
Customer Service
Inbound call answering on your script and company name, ticket triage, warranty questions, de-escalation and review requests.
Sales Support
Lead qualification, pipeline management, outbound follow-up, estimate chasing and database reactivation.
Virtual Assistance
Day-to-day admin, inbox and calendar management, research and document prep, handled by one dedicated person.
Appointment Setting questions
You do. During onboarding we write down your criteria — service area, job types you want, minimum job value, who has to be home — and the agent books strictly to that.
Yes. ServiceTitan, Jobber, Housecall Pro, JobNimbus, GoHighLevel and most others. Unfamiliar systems are trained before placement.
Missed-call textback fires immediately regardless of the hour, and your agent works the queue as soon as their shift starts. Full coverage needs a second agent on a later shift.
That is what the confirmation cadence exists for. We report your no-show rate weekly so you can see the movement rather than take our word for it.
Stop losing the work you already paid for
Book a discovery call and we will scope the role, the hours and the cost on the same call.