Check the service area
Ask for the address or postal code and check it against the connected booking system. Establish coverage before offering a visit that your team cannot fulfill.
Home services
Take the inquiry. Find the next available visit.
Help customers explain the job, check whether you serve their address and move toward a booking while your crew focuses on the work.
An inquiry needs more than a callback
A useful service request includes the location, the job and a workable time. Chad can gather those details in the conversation, answer questions from your business information and use a supported booking connection to check the next step.
Workflows for home services
Find a service and a time
Use the connected service catalog and available times to guide the customer toward an appropriate booking. The booking workflow rechecks the address and slot before creating the appointment.
Hand over specialist requests
Pass unusual jobs, unavailable services and unsupported booking changes to your team. Keep the customer’s request together so staff can follow up with the relevant context.
Connect the tools behind the conversation
Zenbooker is a supported home-service booking connection. WhatsApp and web chat give customers a place to start the conversation; Monday.com can receive leads when the corresponding delivery workflow is configured. Review service coverage, catalog entries and available booking actions with the team.
Explore supported integrationsPlan your first workflow
Prepare your service areas, service descriptions and the questions needed to understand a job. Connect the intended booking account and test an in-area request, an out-of-area address and a slot that is no longer available. Agree on how staff receive requests that cannot be completed in the conversation.
From a renovation business
Read customer experiences“We take pride in delivering quality service, but our admin staff were drowning in customer inquiries. I couldn’t relax on vacation. Now, everything just runs smoothly.”
Questions from home services teams
Can Chad book directly into our calendar?
Direct booking requires a supported booking integration and the appropriate setup. Zenbooker is available for service bookings; ask us to verify your provider and required actions before planning the rollout.
Can it give a final price for a custom job?
Use approved service information for routine questions. Estimates requiring measurements, a site inspection or specialist judgment should be passed to your team.
What happens when there is no suitable slot?
The booking workflow can use availability returned by the provider. If the customer’s request cannot be completed, arrange a staff handoff rather than treating an inquiry as a confirmed appointment.
Put the workflow into practice
Inquiry handling for wellness and fitness or explore all industries.
Bring us a real customer conversation.
We’ll walk through the workflow, connected tools and handoffs with your team.