Bookings only happen by phone
Every appointment costs a phone call, and every call that comes in while you are working is a booking you might lose.
Custom CRM & booking
One system instead of five that do not talk.
Online booking, client records, reminders, job tracking and payments built into a single system your team will actually use — and that your customers can reach without phoning you.
- Built around how you already work
- Your existing records migrated in
- Customers can book without calling
The problem
The admin tax on a growing service business.
Nobody plans it. It accumulates — one tool at a time, each solving a problem, none of them aware the others exist.
The calendar and the customer list disagree
The scheduling tool has appointments, the spreadsheet has contacts, the accounting package has invoices, and none of them share a customer record.
No-shows you did not see coming
Without automated reminders, a portion of every week is spent driving to appointments that were not going to happen.
Nobody knows where a job stands
Answering "when is my job scheduled" means asking three people and checking two systems.
Our approach
Built around the job you actually do.
Generic booking tools assume every business schedules like a hair salon. Field services, veterinary clinics and multi-technician operations do not. We build around your real constraints — travel time, equipment, staff skills, deposits.
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Booking that respects your constraints
Travel time, staff skills, equipment availability and buffer periods built into what customers can book.
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One customer record
History, notes, jobs, documents and payments attached to the same customer, visible to whoever needs it.
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Automated reminders
Confirmations and reminders by SMS and email, reducing no-shows without anyone chasing.
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Job tracking from booking to invoice
A visible pipeline so anyone answering the phone can say exactly where a job stands.
What's included
What the system covers.
Built in stages so you are using the booking piece while the rest is still being developed.
Online booking
Customer-facing scheduling that shows genuine availability and takes bookings around the clock.
Availability rules
Working hours, travel time, staff skills, equipment and buffers reflected in what can be booked.
Customer records
Contact details, service history, notes, documents and preferences in one place.
Automated reminders
Confirmation and reminder messages by SMS and email, with configurable timing.
Job and dispatch tracking
Status through the pipeline, assigned staff, and a mobile view for people in the field.
Payments and deposits
Card payments, deposits at booking and balance collection, integrated with your processor.
Staff scheduling
Rosters, availability and workload visibility across a team or multiple locations.
Reporting dashboards
Bookings, revenue, utilisation, no-show rate and the numbers you make decisions on.
Integrations
Connections to accounting, calendars, messaging and your existing website.
Data migration
Existing customers, history and upcoming appointments imported and reconciled before go-live.
Outcomes
What it changes day to day.
Bookings taken while you work
Customers book at the moment they decide, including evenings and weekends when you cannot answer.
Hours of admin removed
Confirmations, reminders and rescheduling stop being manual work.
Fewer no-shows
Automated reminders reliably reduce empty slots, which is revenue you already had.
Anyone can answer the question
Whoever picks up the phone can see the same information, so customers stop being passed around.
Visibility on utilisation
You can see where capacity is being lost and what your busiest and quietest patterns really are.
Room to grow
Adding staff, services or locations does not mean adding another disconnected tool.
How it runs
From current process to live system.
Scope and price agreed in writing before anyone starts building.
01
Discover
How you schedule now, including the constraints and exceptions nobody has written down.
02
Strategy
System design, booking rules, integrations and migration plan agreed in writing.
03
Build
Booking first, then records, reminders, tracking and payments in reviewable stages.
04
Launch
Migration, staff training, and a parallel run before you rely on it fully.
05
Grow
Reporting, refinements and new capability as the business changes.
Questions
About custom crm & booking systems.
If yours is not here, ask us directly — you will get a straight answer rather than a sales call.
If your scheduling is simple — fixed slots, one location, no travel — an off-the-shelf tool is cheaper and we will tell you to use one. Custom pays off when the constraints are real: travel time between jobs, technicians with different skills, equipment that cannot double-book, deposits that vary by service.
Yes. Forced registration is one of the most reliable ways to lose a booking. We default to guest booking with an optional account for repeat customers.
Yes. The field view is designed for a phone first — job details, customer history, status updates and directions, usable one-handed.
Usually, where the software offers an API. We confirm what is possible during discovery rather than promising it in a proposal and finding out later.
It gets migrated. We extract, clean and import your records with a reconciliation you can check before go-live.
Yes — pet management is one of the areas we have built for specifically, covering bookings, client and animal records, vaccination tracking, reminders and payments.
Tell us how you schedule today.
Including the awkward parts. Those are usually the reason generic tools have not worked.