Consultation booking
Turn interest into a site visit.
Once a project looks promising, make the next step easy for the homeowner and obvious for your team.
Action center
What needs attention
New enquiries
12
Site visits booked
5
Quotes to follow up
3
The friction
Where opportunities stall.
A promising enquiry can stall while people trade messages about availability, address details, and who will attend.
A clearer next step
A workflow your team can act on.
Move qualified homeowners toward a consultation with clear booking, confirmation, and follow-up steps.
How it works
A practical path from enquiry to action.
Confirm fit
Review the project brief and decide whether a call or site visit is the right next step.
Offer the next step
Share the configured booking path and the information needed to prepare.
Keep everyone informed
Track confirmation and reminders so the appointment does not disappear into an inbox.
Common questions
Know what to expect.
Will this replace our calendar?
No. The initial setup connects the booking process to the calendar and communications tools selected for your business.
Can we use different visit types?
Yes. The onboarding audit identifies the appointment types your team actually offers.
See where your lead flow can improve.
Start with an audit of your current response, booking, and follow-up process.