Start with
One enquiry form, one diary and one standard service, with agreed booking terms, working hours, travel gaps and follow-up limits.
PLUMBERS & ELECTRICIANS
Keep working. Let the next job book itself in.
For a sole trader or small team taking enquiries while out on jobs. Reply automatically, find a time that works, book the visit and follow up when needed.
See how it worksIllustrative workflow with sample data. We’d confirm the tools and setup for your business.
PAIN POINTS
It’s 7pm. There are still customers to get back to.
Someone wants a tap fitted on Friday. You check the diary, suggest a different time, wait for a reply, then check the diary again. Meanwhile, another enquiry is still unanswered. The work is straightforward; arranging it takes half your evening.
- Going back and forth to find a date that works for both of you.
- Copying customer details into the diary once a time is agreed.
- Losing a promising enquiry because nobody followed up.
THE SOLUTION
How the automation works
I connect your enquiry form, email and diary. The automation checks the job, replies to the customer and books their requested time when it fits. If it doesn’t, it handles the conversation to find a match. Quiet enquiries get a follow-up.
- 01 / TRIGGER
Capture the enquiry
Log the customer, address, job and requested time. Ask automatically for missing details.
- 02 / AUTOMATION
Check the job and diary
Apply your service area, job duration, working hours and travel gaps. Check live availability.
- 03 / AUTOMATION
Reply and agree a time
Use the requested slot if it’s free. Otherwise, offer available times and handle replies until a time is agreed.
- 04 / AUTOMATION
Book and confirm
Recheck availability, create one appointment and send confirmation. Schedule the appointment reminder.
The first time doesn’t work
- Offer available times
- Read the customer’s reply
- Find a match
- Return to booking
The customer goes quiet
- Wait the agreed interval
- Send a follow-up
- Resume when they reply
WHEN SOMETHING NEEDS ATTENTIONA bespoke quote, urgent problem or unclear reply?
Pass the conversation to you with its history and the question that needs a decision. Routine bookings continue within the rules you set.
WHAT YOU GET
A confirmed visit in your diary
Open your diary and see the agreed time, customer and job details. The customer already has the confirmation. You haven’t had to manage the back-and-forth.
Example output
- Customer
- Alex · website enquiry
- Job
- Tap replacement · standard 1-hour visit
- Location
- Peckham · full address attached
- Initial request
- Friday · 10am · unavailable
- Agreed appointment
- Monday · 2–3pm · booked
- Customer message
- Booking confirmation sent automatically
The customer asked for Monday afternoon after the first alternatives didn’t suit. The automation checked the diary again, agreed 2pm and booked the visit.
INTEGRATIONS & HOSTING
The tools working together
| Tool | Its part in the workflow |
|---|---|
| Website enquiry form | Collects the job, address, preferred time and acceptance of your booking terms. Each enquiry gets one record. |
| Outlook email | Sends replies, reads the customer’s responses and continues the booking conversation. Sends follow-ups and confirmations automatically. |
| Outlook Calendar | Provides live availability and holds the confirmed appointment, with the customer and job details attached. |
| Microsoft Lists | Tracks the enquiry, conversation, booking status and next follow-up. |
How a suggested time becomes a booking
AI helps interpret requests such as “Monday afternoon”. Your service rules and live diary determine what can be booked. Each enquiry stays linked to one conversation and appointment, even when the customer changes their mind.
Where it runs
A cloud service connects to your Microsoft 365 account. The quote sets out hosting and any AI usage costs for your enquiry volume.
Technical references
Microsoft: checking diary availability · Microsoft: creating appointments · Microsoft: sending email
A FIRST PROJECT
Test it on real work.
Measure the difference
Track response time, enquiries converted to bookings and how many conversations finish without you intervening.
Test the awkward cases
Try a slot taken mid-conversation, a repeated enquiry and a customer declining the offer. Check that each produces the right booking status and stops any unnecessary follow-up.
Still spending your evenings arranging tomorrow’s work?
We’ll agree one suitable automation, its monthly price, support and any separate software or usage costs before building. The build is free, with 30 days to try it from go-live. Continue at the agreed price, or cancel before the trial ends.