Trades playbook

Every enquiry, booked without the phone tag

Your genie collects the job, the address, and the preferred time, checks it against your booking rules, and drops the callout straight into your calendar. No back and forth.

Phone tag loses jobs to whoever books first
Double bookings and gaps when jobs are scheduled by memory
Details get missed, so the van shows up without the right parts
You are quoting and scheduling at 9pm instead of resting

The architecture

Booking is a data flow: capture the job, qualify it, notify the calendar, resolve it as booked.

How the data moves Capture, qualify, notify, resolve. Every conversation ends as a record, not a lost call.

Intake that never forgets a detail

A booking is only useful if the job shows up right. Your genie asks the same questions your best office person would, in the same order, every time, and only offers slots that fit your rules.

What it captures on every booking

Job type and description

Service address and access notes

Preferred time within your hours

Name and best contact number

Urgency and any deadline

Whether it is a quote or a booked job

The genie only offers times that respect your minimum lead time and working hours, so you do not wake up to a 6am slot you never wanted to fill. When a job is too complex to book cleanly, it moves to a clean human handoff with everything already captured. See how it all connects in the architecture guide.