BOOKINGS & SCHEDULING
Sophiie takes bookings on the phone, through Phone Scribe, in the website chat and from your lead forms, drops them straight into the tools you already use, and schedules your whole team's week in seconds.
Every conversation Sophiie has can end in a booking, and every booking lands in your calendar, gets the right person assigned, and slots into the best route for the day.
Phone call, Phone Scribe, website chat or lead form: however the customer reaches you, Sophiie captures the job and books it in on the spot. No call-backs, no "I'll check the diary", no lost lead.
Booked from the website chat. Job details captured, customer confirmed for Thursday afternoon.
No new system to learn. Sophiie connects to Google Calendar, Microsoft 365, ServiceM8 and Simpro, so bookings land directly in your job management or your calendar, the way your business already runs.
The Smart Scheduler plans the routes and puts the right person on the right job: the whole team's week laid out in seconds, not a Sunday night of shuffling the whiteboard.
You decide how much control Sophiie has. Let her book straight into your availability, hold slots for your confirmation, or book time windows that the Smart Scheduler turns into the best route on the day.
Sophiie books the job directly into your calendar availability.
Sophiie holds the slot and the job's yours to confirm.
Sophiie books a window, and the Smart Scheduler places the best route within it.
What changes
Each page below applies bookings and scheduling to one trade. They cover the job details that shape a booking in that trade and how the team's week gets organised.
Model details and symptoms for a faulty washer come first in Sophiie smart scheduling for appliance repair businesses, before a time is offered.
For arborists, smart scheduling for tree businesses sets out how tree photos and risk flags lead to practical booking windows.
Brickwork enquiries tend to arrive with measurements or drawings, which smart scheduling for bricklaying businesses carries through to the booked visit.
Builders booking site visits need the project stage and inspection timing up front, and smart scheduling for building businesses covers getting both before follow-up.
Room count and cleaning frequency are the details smart scheduling for cleaning businesses focuses on, so the booking is organised before the team arrives.
With smart scheduling for concrete businesses, driveway and path enquiries keep their surface type and rough size ready for the next step.
For fire service work, Sophiie smart scheduling for fire services covers getting the site contact and building access sorted before anyone attends.
The existing floor and the product a customer wants get noted early in smart scheduling for flooring businesses, so fewer details go missing.
Task lists and parts needs for a handyman visit covering several small jobs are captured before follow-up in Sophiie for handyman smart scheduling.
Lockouts and rekeys start with the door and lock type, which smart scheduling for locksmith businesses gets on record before anyone responds.
Affected rooms and whether water is still coming in form the first record in smart scheduling for mold and water damage jobs.
Painting enquiries are booked with the scope attached in smart scheduling for painting businesses, from surface condition to whether colours are picked yet.
Cracked ceilings and water-damaged walls come with photos and affected rooms noted in smart scheduling for plastering businesses, ready for follow-up.
Each pool service visit is tied to the property record in smart scheduling for pool businesses, with pool type and any equipment issue noted.
Roof leak inspections and gutter work depend on weather windows and crew availability, both covered in smart scheduling for roofing businesses.
Everywhere a customer talks to you: phone calls Sophiie answers, calls you answer with Phone Scribe listening, the website chatbot, and your lead forms. Every channel can end in a booked job.
Sophiie connects with Google Calendar, Microsoft 365, ServiceM8 and Simpro. Bookings go directly into the tools you already use, so nothing about how you run your jobs has to change.
Hard bookings go straight into your calendar based on availability. Tentative bookings hold the slot until you confirm. Booking windows lock in a range, like 9 to 12, and the Smart Scheduler places the job at the best point in the route.
It looks at your team's availability and the job itself, plans the routes, and assigns the right person. The whole week is laid out in seconds, and you can always override anything.
Completely. You choose the booking mode per job type, keep tentative bookings for anything you want to confirm yourself, and can change any booking Sophiie makes.
Sophiie answers, books, quotes, invoices and follows up, so you stay on the tools.