- AI-Agent
- Ready to Run
Book On-Site Visits
Book crew visits from online requests and email arrival windows
Use this Agent instantly or customize it - no programming needed
- Service visit requestService visit request
Your service request includes visit details and an ID that prevents duplicate bookings.
- Service settingsService settings
Your service settings define job duration, eligible crew, service area, and booking limits.
- Crew scheduleCrew schedule
Your crew schedule shows booked jobs, time away, working hours, and travel gaps.
- Arrival window settingArrival window setting
Your arrival window setting determines the time range promised in the confirmation email.
Zoom supplies requests, service rules, and crew availability, then books visits and emails customers.
- Missing details emailMissing details email
Your customer receives an email asking for the job detail or address needed to book.
- Dispatcher review emailDispatcher review email
Your customer receives an email explaining that a dispatcher will review the request.
- New time request emailNew time request email
Your customer receives an email asking them to choose another day or time.
- Booked crew visitBooked crew visit
Your crew schedule shows the saved job visit with its date and arrival window.
- Booking confirmation emailBooking confirmation email
Your customer receives the service, site address, visit date, and arrival window by email.
This Agent picks up a new online service request. It checks the service area and crew availability. It books a workable visit and emails the arrival window.
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ZoomUsed as:
- Online booking tool
Zoom supplies requests, service rules, and crew availability, then books visits and emails customers.
Made for your industry
Book On-Site Visits is made for businesses in these industries.
- Home Services
Book home service visits around crew skills and travel time.
Show all Agents for the Home Services industry
Made for your role
Book On-Site Visits is made for people in these roles.
- Scheduling Coordinator
Reserve visit times and email customers their arrival windows.
Show all Agents for the Scheduling Coordinator role - Business Owner
Turn online requests into booked visits without overloading crews.
Show all Agents for the Business Owner role - Dispatcher
Match each service request to a qualified crew and open time.
Show all Agents for the Dispatcher role
Made for your department
Book On-Site Visits is made for people in these departments.
- Scheduling
Find workable visit slots and confirm arrival windows.
Show all Agents for the Scheduling department - Field Service
Put new service jobs on crew calendars with travel time allowed.
Show all Agents for the Field Service department - Dispatch
Assign incoming service visits to crews that can reach the site.
Show all Agents for the Dispatch department
How Book On-Site Visits works
4 steps, in order, on every run.
-
Read the Service RequestRead the job type, address, and preferred times from the customer's form. Ask for missing details before booking.
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Check Crew OpeningsCheck your service area and qualified crew schedules. Account for existing jobs and travel time.
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Reserve a Workable VisitChoose a slot that fits your booking limits and the customer's preferences. Save the job and crew visit.
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Confirm the Arrival WindowEmail the visit date, address, and arrival window to the customer. Keep the confirmation with the job.
How to Get Started
Connect Zoom, the tool this Agent works with.
1 tool
- Publish an on-site service request form that collects the job type, site address, customer email, and preferred days or times.
- Set each service's expected duration, eligible crew members, booking limits, and service area in the online booking system.
- Set crew working hours, time away, travel allowance, and the arrival-window length; enable booking confirmation emails.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Book On-Site Visits:
You choose which crews handle each service and where they travel. Set visit lengths and booking limits. Keep crew hours and travel allowance current. Your form also needs a site address and email.
Your customer gets an email asking for another day or time. The request stays unbooked.
The request stays unbooked, and your customer hears that a dispatcher will review it. You set the service area in your booking system.
No. The Agent checks for an existing booked job and uses its confirmation status instead of creating another visit.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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