Recurring Service Auto-Scheduling
A done-for-you home services automation built for the Recurring Services Coordinator, connecting Twilio and Google Calendar so the work below happens on its own.
What this automation does, step by step
For customers on a recurring service plan, such as quarterly pest control, lawn care, or seasonal HVAC maintenance, this automation automatically schedules the next visit as soon as the current one is marked complete, based on the plan's set frequency, and sends the customer a confirmation with the option to adjust the date in two taps.
If a proposed date conflicts with the customer's calendar, they can reply to reschedule and the change syncs back into the field service system automatically without a phone call in either direction.
The recurring services coordinator no longer spends hours each week manually rebooking hundreds of standing appointments, and customers stay on their plan because the next visit is already locked in before they even think to wonder when it's due.
- ServiceTitan or Housecall Pro
- Zapier or Make.com
- Twilio
- Google Calendar
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a recurring services coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something.
With this automation
- Multi-touch reminders that measurably reduce no-shows
- Waitlists that backfill cancellations automatically
- Self-scheduling with instant confirmations
- Dispatch and on-my-way updates sent to the right people
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