Agree what counts as a suitable job.
Set the services, area and practical requirements before we start. Include budget or decision-maker questions when they help you assess the job.
← All services
Pre-Qualified Appointments for service businesses
Book estimates with customers who fit your business.
We check the inquiry against the job types, area and requirements you agree with us. Suitable prospects can then book an available time, and your team gets the notes before the call or visit.
CHECK THE JOB BEFORE THE VISITIs this a fit
Is this a fit
for your team?
Service neededRoof replacement ✓
LocationInside your area ✓
TimingWithin your availability ✓
Next step: arrange an estimate
Agree what counts as a suitable jobCheck the answers before bookingBook a time your team can take
You drive across town and find out it is work you do not take. Or the customer needs a service you do not offer. Asking the right questions before booking helps your team spend its time on suitable jobs.
What we check before booking the visit.
Choose a step. See what your customer does and what your team receives.
Pre-Qualified Appointments / STEP 1
The inquiry is checked.
What it looks likeService ✓ Location ✓ Timing ✓
We compare the customer’s answers with your agreed criteria.
Pre-Qualified Appointments / STEP 2
A suitable time is agreed.
What it looks likeEstimate visit · Available calendar slot
A prospect who fits can book an available appointment.
Pre-Qualified Appointments / STEP 3
Your team gets the details.
What it looks likeReady for the estimate—not a guaranteed sale
You see the job notes before the call or visit.
Your short walkthrough is on the way.
We’re recording the pre-qualified appointments demo. Explore the steps above, or see it with us on a live call.
Here’s the work
we take off your plate.
Check the answers before booking.
Collect the agreed details and flag anything missing. An unanswered question should stay visible, not turn into an assumption.
Book a time your team can take.
Use the availability, appointment types and travel needs you agree. Give the person taking the visit the customer’s details and job notes.
Help the customer prepare for the visit.
Send confirmation and agreed reminders. Make rescheduling clear, then record what happened so the follow-up matches the outcome.
Check the job.
Then book the visit.
“A lead” can mean just a name and a number. We go further: check the work, location and timing against your criteria before arranging an appointment.
You set the rules with us. You should know what’s coming before you get in the truck.
See how appointment setting works ↗EXAMPLE INQUIRYTRY IT BELOW ↓
Roof replacement
Work you take on✓ Matches
Inside your service area✓ Yes
Timing discussed✓ Checked
Ready to arrange an estimate
The job details go with the appointment.
Here’s the
straight answer.
What does “pre-qualified” actually mean?
The inquiry meets the criteria we agreed with you and the relevant details have been checked. It does not mean a guaranteed sale, perfect customer or guaranteed attendance. Those are different things.
How do we get started?
Book a 20-minute demo. We’ll look at your trade, your current setup and what you want to improve. If we fit, you get the scope, costs and next steps in writing.
Who handles the setup?
We do. You provide your business details and the necessary access. We configure the agreed service, test it and show your team how to use it before launch.
Stop leaving the next
customer waiting.
Tell us where you need help: your website, follow-up or getting more leads. We’ll show you what we’d set up and explain the cost.
Book a 20-minute demo 20 minutes. See the tools, ask your questions, get a clear price.