Scheduling & Dispatch
Fixes: booking by phone tag and dispatch by whiteboard — hours of coordination and avoidable mistakes. Give clients (and staff) self-serve booking and automated team notifications.
Stack
- Client booking: cal.com (great free tier) / Calendly; or GoHighLevel calendars if on GHL.
- Field dispatch: Jobber / Housecall Pro (trades) or a shared calendar + SMS notifications via n8n/Twilio.
- Brain: Claude drafts the daily route/job order and flags conflicts; owner approves.
field-tested build
- Audit — how are appointments booked and changed today? How are techs/staff notified? Where do double-bookings or missed jobs happen?
- Optimize — define availability rules, buffer times, and the notification path before automating. Decide what the customer self-serves vs. what still needs a human.
- Automate — publish a booking link with the real availability rules; new/changed bookings auto-notify the assigned person by SMS; optional AI daily-schedule draft.
- Verify — test a booking, a reschedule, and a cancellation end to end; confirm the right person gets notified each time.
Time to ship
Moderate → Project — ~1 session for booking; multi-week if integrating full field dispatch.
Compliance
SMS reminders/notifications: A2P 10DLC + consent.
Log in Notion
“Booking live at [link]; team notified automatically on changes. Coordination time [before → after], double-bookings eliminated.” Track no-show rate (reminders lift show rates).