See Book Jobs Connect™ in action LIVE

HOW BOOK JOBS CONNECT™ WORKS

From “Can I get an estimate?”
to “See you Tuesday.”

Here’s what happens between a homeowner getting in touch and your team showing up for the estimate.

Follow a project request ↓

FOLLOW A HOMEOWNER’S PROJECT REQUEST

One conversation.
A clear next step.

An illustrative walkthrough. Your questions, availability, and follow-up are configured for your business.

1

A homeowner asks about a project.

Book Jobs Connect™ captures the estimate request and the details the homeowner shares.

EXAMPLE

“We’re planning a project at our home. Can someone come out and give us an estimate?”

A new project request enters your appointment system.

2

Book Jobs Connect™ starts the conversation.

It calls or texts to ask about the work, the location, and the homeowner’s timing. Questions follow the rules we set up for your business.

EXAMPLE

“What are you looking to change, and where is the property?”

Project details are collected so your team has context.

3

The homeowner chooses an estimate time.

For requests that fit your services and service area, Book Jobs Connect™ offers available times from your connected calendar.

EXAMPLE

“Would Tuesday afternoon or Thursday morning work for your estimate?”

The selected visit goes into your calendar.

4

Reminders keep the visit on track.

Book Jobs Connect™ sends appointment reminders and follows up when a homeowner has not replied, according to your agreed schedule.

EXAMPLE

“Your project estimate is tomorrow at 2 PM. Does that time still work?”

Your team can see the appointment status and any replies.

5

You confirm, meet, and close.

On the day, your team confirms the estimate, reviews the project notes, and meets the homeowner. You handle the advice, pricing, and sale.

AT THE VISIT

You arrive knowing what work the homeowner needs, where the property is, and when they want to get started.

Less time gathering the same details. More time with the homeowner.

BEFORE YOUR SYSTEM GOES LIVE

Built around how
you actually work.

Your jobs and service area

We define the projects you want, the locations you cover, and the requests that should go to your team.

Your questions and answers

We prepare the project questions, business information, and situations that need a person to step in.

Your calendar and team

We connect appointment availability, visit details, and who should receive each handoff.

Your test run

We walk through sample enquiries, booking, and reminders together before the agreed setup goes live.

WHEN THINGS DON’T GO TO PLAN

Clear rules for
the real world.

They don’t answer.

Follow-up continues within your agreed timing and contact rules. If they ask to stop, follow-up stops.

They need a different time.

Rescheduling follows your calendar rules. Requests that need a decision go to your team.

They ask for a price or something unusual.

Book Jobs Connect™ uses the information you have approved. Custom pricing and decisions outside that scope go to a person.

The project isn’t a fit.

Your service and area rules guide the next step, so unsuitable requests are not automatically treated as qualified estimates.

NOW SEE THE CONVERSATION

Play the homeowner.
Meet Book Jobs Connect™.

See Book Jobs Connect™ in action LIVE with Sep. The self-guided voice and text demos are being connected.

See Book Jobs Connect™ in action LIVE
See Book Jobs Connect™
in action LIVE