Booking built in
Customer reserves
On-site estimate: Maya Chen
Google Calendar60-minute availability
Shown when the saved customer condition is met
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Book the estimate
Arrive at every estimate already knowing the job.
Share the project, add photos and arrange a visit or callback.
Part of the Home Services Revenue & Dispatch System packageEstimate visits start with twenty minutes of questions you could have asked first.
An estimate visit goes better when you know what you’re walking into.
Today, by hand
- Estimate visits start with twenty minutes of questions you could have asked first.
With this system
- Share the project, add photos and arrange a visit or callback.
- Arrive with the project details, property information and timing already in hand.
What your customer experiences
In the order your customer sees it, on any phone, in your branding.
- 1
Describe your project
Choose the trade and answer only the relevant equipment or property questions.
- 2
Review the scope
Share photos and an address, then review the project and timing summary.
- 3
Choose the next conversation
Use a connected calendar or request a callback; staff assess the work and prepare the estimate.
What happens automatically
Enabled actions run when their conditions match and the required accounts are connected. Staff alerts need a real destination and explicit activation during setup. Requests alone do not confirm bookings, payments or completed service.
Spend less time on repetitive coordination.
Actual time saved and business results depend on usage and your current process.
Customer email
Immediately after submission
Email the customer: Your What kind of work is it? estimate, Maya
When How would you like to move forward? is provided
Team email
Immediately after submission
Alert the team: Estimate request: What kind of work is it?
Booking moment built in
Move the customer directly into a booked next step.
Thissystemdoesmorethancollectarequest.Thecustomercanchooseanavailableappointmentwithoutleavingtheintakeorwaitingforschedulingback-and-forth.
Scheduling is part of the workflow
The customer can reserve the next step while their request and business context are still connected.
The commercial path
Connected to the submissionThe request and scheduled time stay connected
The business receives the customer’s context with the appointment, so the team can prepare before the conversation begins.
Preview bookings are simulated. Live scheduling requires the owner’s calendar connection.
What you get
In your inbox, every time
- Arrive with the project details, property information and timing already in hand.
Where to share it
- Website service pages
- Share the published or personalized experience.
- Quote buttons
- Share the published or personalized experience.
- Follow-up replies
- Share the published or personalized experience.
Use it yourself, or have us set it up
The blueprint is yours to customize. Prefer a hand? A specialist builds it with your branding, wording and connections, then walks you through it.
- Job Complete: Reviews, Referrals & Comfort Club
- Comfort Club
- Business branding and service details
- Customer responses and complete team briefs
- Calendar connection or availability requests
- Configured follow-up links
Our setup guarantee
Your system, ready in 48 hours.Or your setup fee back. In full.
Your system, branded for your business and ready for your review. If we miss the 48-hour deadline, you can claim a full refund of your setup fee.
100%
setup fee back
48-hour setup promise
The 48-hour clock starts after payment when you share your website or brand materials and grant build access. These are elapsed hours, including weekends. The promise is a setup ready for review; publishing follows your approval. We guide you through any account connections needed for live delivery. Request the setup-fee refund through Contact Support if we miss the deadline. Your AuraForms subscription and usage charges are separate.
Questions before you launch
What needs to be configured?
Connect your estimate calendar. Your team assesses the work and confirms the job date.
What happens automatically?
The timeline below lists enabled follow-up actions. Delivery requires connected accounts and allowance. Staff alerts stay off until real recipients are configured and tested. A request, signature or selected payment option does not prove a booking, completed service or successful charge.
Make this system yours.
Use the blueprint yourself or have Aura configure it for your business.