Booking Automation for Trades: From Lead to Scheduled Job

Most businesses do not have a lead problem. They have a handoff problem.

The gap between inquiry and scheduled appointment is where conversion drops.

Ideal Booking Flow

1. Lead calls or texts
2. System captures details and intent
3. Lead is routed to correct service path
4. Booking options are presented immediately
5. Confirmation and reminders are sent automatically

Fields That Matter

• Service type
• Urgency
• Service address
• Preferred time window
• Best callback number

Collecting this early improves dispatch quality and reduces back-and-forth.

3 Quick Wins

• Add missed-call text-back with booking link
• Standardize intake prompts by service type
• Trigger no-response follow-up at 15 minutes and 24 hours

Small workflow improvements often outperform expensive top-of-funnel campaigns.