Booking

An AI receptionist that books jobs on your calendar: what to look for

Shortfin Labs ·

An AI receptionist that books jobs puts the visit on your real calendar while the customer is still on the phone, in a time you actually have open, under your rules.

Plenty of tools say they book appointments. Some only take a request and leave the scheduling to you. Here is how to tell the difference before you pay.

A booking or a request?

A request is a message with a preferred time. Someone still has to check the schedule, call the customer back and confirm. A booking is done when the call ends: the customer has a time, and it's on your calendar.

How to choose an AI receptionist that books jobs

  1. It reads your real calendar. It should only offer times that are open, so it never puts two jobs in the same slot.
  2. It follows your rules. How long a visit takes, which days you work, which jobs need an estimate first. Ask how you set those, and how you change them.
  3. It gets the details before the time. The address, the problem, the best number and anything your tech needs to know. A time with no details is half a booking.
  4. It works with the calendar you use. The visit should land on the calendar your team already checks, during the call.
  5. You hear about each booking. Each one should be emailed to your team right away, so nothing lands on the schedule unseen.
  6. It knows when not to book. A flooding basement needs your team now, not a slot on Thursday. It should send those to you right away.
  7. You can watch it book. On a demo, ask it to book a visit, then look at the calendar.

Booking on its own, or checking with you

Some owners want every job booked straight away. Others want to approve certain jobs first, like a big install. Ask whether you can choose, job by job.

Questions, answered plainly

How much does an AI receptionist cost?

It depends on how you set Curtis up for your company, so we go through it with you on a demo call. Book a call.

Which calendar does Curtis book into?

A connected Google Calendar or a connected Jobber account. Each booking is emailed to your team right away.

Can Curtis book on his own?

Yes. We set Curtis up around how you want it to work: completely on his own, or checking with your team on the things you choose.