The AI Trades
Scheduling & Dispatch

Appointment Confirmation and Reschedule Handler

No-Code Flow 2 hours
ServiceTitanJobberHousecall ProTwilioCalendly

The Problem

CSR spends 1-2 hours calling tomorrow's customers to confirm. 60% do not answer. No-shows cost $200-400 each. This automation sends personalized confirmation texts, handles yes/confirm automatically, and offers alternate slots for reschedules. Pro tip: use a 3-tier reminder cadence — 1 week out, 1 day before, and 2 hours before departure — and write them in a casual, human tone ('Hey Mike, just confirming we will be there tomorrow at 10am') instead of robotic templates.

How It Works

Input

Tomorrow's appointment list from CRM at 3pm

Transformation

AI sends personalized confirmation texts. Handles yes/confirm automatically. Offers alternate slots for reschedules.

Output

80% confirmations without human. No-shows reduced 40-60%.

ReplacesCSR time (1-2 hrs/day)

Importable Templates

Make.comTwilio call from webhook
ZapierSMS reminder before calendar event

PRD

prd here

RolesCSRDispatcher
IndustriesHVACPlumbingElectricalCleaningPest Control
PrinciplesAutomate the Follow-ThroughReplace the Boring 80%