Job Scheduling and DispatchPurpose
1.2 Collect necessary customer/job data (address, contact, fault type) during booking.
1.3 Auto-assign service slots based on technician availability, location, and job type.
1.4 Instantly update scheduling calendar and dispatch workflows.
1.5 Automate email/SMS confirmations and reminders to customers and field staff.
1.6 Reduce manual overhead, call volumes, and missed appointments while boosting customer satisfaction.
Trigger Conditions
2.2 Customer submits booking form with requested date/time and job details.
2.3 API webhook from booking widget posts new booking data.
2.4 Customer responds to SMS or email self-scheduling call-to-action.
2.5 CRM/event receives update for scheduled or changed job.
Platform Variants
3.1 Acuity Scheduling
• Feature: Web Embed API — Deploy widget on site, configure real-time sync with calendar; sample: embed booking.js, setup OAuth API for booking events.
3.2 Calendly
• Feature: API/Webhooks — Set up event scheduled/updated hooks for new HVAC jobs; sample: POST booking data to workflow endpoint.
3.3 Microsoft Bookings
• Feature: Online Booking Page — Enable appointment fields; API to pull calendar slots and push new bookings.
3.4 Google Calendar API
• Feature: Calendar Events Insert — Use Events: insert to block HVAC appointment slots; configure notification triggers.
3.5 Square Appointments
• Feature: Booking API — Expose real-time slot inventory to web; receive POST notifications for created, changed, or cancelled bookings.
3.6 Setmore
• Feature: Public Booking Page — Custom fields for repair jobs; configure Zapier/Make webhook on new appointments.
3.7 SimplyBook.me
• Feature: API — Custom service setup, enable Booking Created webhook for automation.
3.8 Zoho Bookings
• Feature: API/Webhooks — Setup Bookings Created triggers for end-to-end flow; configure resource (technician) allocation.
3.9 ServiceTitan
• Feature: Booking Portal API — Integrate Self-Service portal; post new requests to dispatch endpoint.
3.10 Housecall Pro
• Feature: Online Booking Widget — Enable SMS/email triggers on booking; use API for auto-dispatch and schedule sync.
3.11 Jobber
• Feature: Client Hub Self-Serve — Configure client booking widget; webhook events for newly created jobs.
3.12 FieldEdge
• Feature: API/Booking Form Embed — Integrate booking web form; sample config: POST form entry to scheduler endpoint.
3.13 Bookeo
• Feature: API/Webhooks — Booking Created webhook; configure fields (HVAC type, urgency).
3.14 Appointlet
• Feature: Embed Scheduling Link — Set up form with required repair info; connect confirmation email flow.
3.15 Doodle
• Feature: Booking Request API — Expose technician availability; receive POST event on scheduling.
3.16 TimeTap
• Feature: Widget Integration — Offer advanced form fields; set webhooks to trigger new job automation.
3.17 Thryv
• Feature: Customer Self-Booking — Enable customer portal; automate appointment records via API.
3.18 GReminders
• Feature: Calendar Sync API — Receive new customer bookings and trigger SMS reminders.
3.19 GoReminders
• Feature: Online Booking Widget — Embed on HVAC page; configure webhook for booking confirmation.
3.20 Appointy
• Feature: REST API — Access/modify slots; trigger appointment event for onward automation.
3.21 Booker
• Feature: Web Widget/API — Allow web bookings; configure POST notification on bookings.
3.22 Appointfix
• Feature: Online Scheduler — Embed link/form; set reminder triggers.
Benefits
4.2 Delivers zero-lag calendar updates and avoids overbookings.
4.3 Enhances customer experience with flexibility and 24/7 access.
4.4 Decreases no-shows via automated notifications.
4.5 Ensures real-time technician assignment and dispatch.
4.6 Collects complete repair/job info upfront, reducing errors and rework.