Next morning · 7:00 AM
Morning summary for Mike
Sample Roofing & Masonry · 1 new job booked overnight
- Who
- What they need
- Booked
- Notes
- Contact saved
- Follow-up drafted
- Waiting for your OK before it sends
Office & admin
Customers pick a time, get a confirmation and a reminder, and can reschedule by text. Your calendar fills itself in, and your crew knows where to be in the morning.
At a glance
Scheduling & Calendar Automation
Set up in person, on your own accounts
What it is
Booking one appointment shouldn’t take five messages. “Does Tuesday work?” “Tuesday’s tough, how about Wednesday?” “Morning or afternoon?” Meanwhile you’re up on a ladder, and by the time you write back, the customer has booked someone else.
We set up AI that handles the back-and-forth. It knows your hours, your drive times and how long each kind of job takes. It offers real open times, books the one the customer picks, sends the confirmation and the reminder, and answers the “something came up, can we move it?” text without you.
You set the rules. Estimates only in the afternoon? No Saturdays? No more than two jobs a day for the Saratoga crew? Those become rules it follows.
Where a person takes over. It tells customers they’re texting with an AI assistant, and anyone who asks for a person gets one. Anything outside your rules, like an emergency, an upset customer or a big commercial job, comes straight to you.
Medical and dental offices: patient information only goes into HIPAA-eligible tools covered by a signed BAA, never consumer AI. We’ll show you which tools qualify before we build anything.
If most of your bookings start as phone calls, pair this with the AI Receptionist so calls and texts get answered and booked in one place.
What’s included
Set up on your accounts, tested with your real work, and explained to your team before we call it done.
How it works
A typical setup. We shape every step around how your business already runs, and you approve anything that goes out.
Example workflow
Scheduling & Calendar Automation, start to finish
Step 1
Request
A customer texts at 8:50 PM: 'Can someone look at my leaking gutter this week?'
Step 2
Check
The AI checks your calendar, the drive from your other stops and the rules you set for that kind of job.
Step 3
Offer
It offers two open times, Wednesday at 8 AM or Thursday at 3 PM, and the customer picks one.
Step 4
Confirm
The visit lands on your calendar with the address and notes, and the customer gets a confirmation.
Result
Remind
The day before, a reminder goes out. If they need to move it, they text back and pick a new time.
Tools, timing & price
We’re not a reseller or partner of any of these companies. You sign up in your own name, and we set it up and train you on it.
Most are live in 1–2 weeks, after a round of test bookings on your real calendar.
Counted from the day you approve the written plan. We test with your real work before anything goes live.
Starting at
$3,500 per workflow
Automation Build
Final price after the audit. Texting fees are billed to you directly by the vendor, with no markup.
See it work
A customer texts at 9:40 PM. Watch the AI answer, qualify and book — then see your morning summary.
Sample Roofing & Masonry
AI assistant · answers texts after hours
9:40 PM
The office is closed. A customer is about to text.
Tap a time
What your customer sees
What the AI checks before it answers shows up here.
Tomorrow, 7:00 AM
Mike gets a summary of every after-hours text: who it was, what they need and what got booked.
Next morning · 7:00 AM
Sample Roofing & Masonry · 1 new job booked overnight
Live demo with sample data. We build the real version on your own accounts.
Want this answering your texts at night?Questions
Have a different one? Call or text (518) 704-3125.
More questions and answersIt only books into open time on your real calendar, with the buffers you set. If you add something by hand, it sees that too. If a request doesn't fit cleanly, it hands it to you instead of guessing.
Often, yes. If your current software can sync a calendar or connect to other tools, we build on it. If it can't, we'll tell you plainly before you spend anything on a build.
They get one. Any message the AI isn't sure about, like a complaint, an emergency or a question it can't answer, gets passed to you or your office right away, with the conversation so far.
Keep exploring
Want to see everything? All services · All demos · Real work · Text us a question
Free intro visit
Tell us where to call. We’ll set up a free 30‑minute visit at your office — or a quick call if that’s easier.
We come to you anywhere in the Capital Region. Our office at 401 New Karner Road, Albany is open by appointment only. Mówimy po polsku.
Get a call back
Two fields. A real person calls back, usually the same business day.
Got it — we’ll call you soon.
Need us sooner? Call or text (518) 704-3125.
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