

Automate appointment scheduling with Calendly, Google Calendar, and Zoom integrations. Handle confirmations, reminders, and follow-ups automatically.
35 automations available • Page 3
Clients pick a time, the calendar fills itself, and confirmations go out — your front desk runs without anyone standing at it.
See every speaker, time slot, and confirmation in one place — agenda changes update everyone automatically.
Remind customers and techs before scheduled service windows.
Watch recurring service agreements as their renewal date approaches, notify the account owner, and open the next visit record before the current term ...
Text a confirmation the moment an HVAC service call is booked, then record the customer reply against the job so dispatch knows the slot is locked in.