The customer books the visit before anyone in the office has read the message.
Dispatch, the scheduling add-on, puts 2 or 3 real appointment windows in the first reply. The customer texts back a number. The visit is assigned to the right technician, on their calendar, in Jobs, and confirmed in the same thread, and the tech has the text before the coffee is poured.
Linda Nguyen
Thermostat Installation · Mesa · Yelp
Tue, Sep 8 · 1:00 to 3:00 PM · Marcus Reed
On the calendar and in Jobs. Reminder goes out Monday at 5 PM.
Assigned to Marcus: covers Mesa, 2 visits that day (Sarah had 3)
Texted and emailed Marcus. Emailed the office. Posted to Slack #leads.
Illustrative booking from the demo workspace. Thermostat installation in Mesa, booked in 3 minutes, assigned and on Marcus's phone in 4.
Customer picks a window
By text reply or in the Book Online Now popup on your site.
Dispatch picks the person
Service, territory, and the lightest day decide. Ties rotate.
Everyone is told at once
Tech by text and email. Office by its own switches. Customer by confirmation.
How it works
Windows in the first reply, a number in the second
When a qualified lead comes in, the first reply does what your best office manager would do with the calendar open: it offers 2 or 3 real windows that fit the service, the customer's city, and whichever technician is actually free. Business hours, technician capacity, and drive-time buffers are respected, so the software never promises a slot you cannot keep. It works during hours and after.
The customer replies with a number. That is the whole booking. No link to tap, no app to install, no form to fill out from a phone in a parking lot. The moment the reply lands, Dispatch hands the visit to a person. Technicians run the bookable services, sales takes the visits that need a quote, and each person can be limited to the services they do and the ZIP codes they cover. Among the people who qualify, the one with the lightest day gets it, and ties rotate. If you would rather hand out work yourself, leave assignment off and every booking waits on the Jobs board.
Then the team hears about it. The assignee gets a text and an email with the customer, the address, the notes, and the job number. The office gets whatever each person has switched on: email, text, in-app, and Slack. The visit is on the technician's calendar, in LeadBolt Jobs, or in ServiceTitan, Jobber, or Housecall Pro through Handoff, and every tech can subscribe to a calendar feed of only their own visits.
The confirmation goes out to the customer in the same thread, in the same voice, naming the tech who is coming. A reminder goes to the customer and the tech before the window opens. When the tech taps On my way, the customer gets a text with the ETA. If the customer needs to move it, they reply and Dispatch offers new windows. Every booking, assignment, reminder, and reschedule is written to the lead, so the inbox shows the whole story.
What you get
What changes when it is running
Books by text reply
The customer sends a single digit. No link, no login, no app. That is why the booking rate is high and the drop-off is low.
Assigned before anyone reads it
Technicians take bookable services, sales takes quote visits. Limit each person by service and ZIP territory, and the lightest day wins. Capacity can follow your head count, so the popup never offers a visit you cannot run.
The team knows in seconds
The assignee is texted and emailed with the address, the notes, and the job number. Everyone else gets email, text, in-app, or Slack, per their own switches. Nobody finds out from the customer.
Confirms, reminds, texts on the way
The confirmation names the tech. A reminder goes to the customer and the tech before the window. One tap sends the on-the-way text with an ETA. A reply reschedules. Fewer no-shows and no phone tag.
$79/mo on top of any plan
Dispatch is priced separately because not every shop wants the software booking the calendar. Turn it on from the billing page, and turn it off at the end of any billing period. No setup fee and no per-booking charge.
- Offers 2 or 3 open windows in the first reply, during hours and after
- Books by text reply or the Book Online Now popup, no app for the customer
- Assigns each visit to a technician or a sales rep by service, ZIP territory, and the lightest day
- Texts and emails the assignee; alerts the office by email, text, in-app, and Slack
- Confirms, reminds the customer and the tech, texts on the way, reschedules by reply
- Writes the visit to LeadBolt Jobs or your connected job platform, with a calendar feed per tech
Goes well with
Other parts of the machine
Let the lead book the visit.
Dispatch is $79/mo on top of any plan. Turn it on today and the next qualified lead gets real windows in the first reply, a technician on the job, and a team that already knows.