Use Case
Streamlining Job Scheduling for a Local Electrical Company
Streamlining Job Scheduling for a Local Electrical Company
Short Description:
This workflow connects their online booking form with Google Calendar, SMS reminders, and Xero. Jobs are automatically scheduled, confirmed, and invoiced — keeping the team organized and freeing up time for more on-site work.
The Challenge
This local electrical company relied on phone calls and handwritten notes to manage jobs. Bookings were often missed, appointments overlapped, and invoicing lagged days behind job completion. With a growing customer base, they needed a way to streamline scheduling without adding office staff.
The Solution
We implemented an automation that manages the entire scheduling cycle from booking to billing.
When a customer books through their online form:
The job is automatically added to the shared Google Calendar.
The client receives an instant SMS confirmation and reminder 24 hours before the job.
Once the job is marked complete, an invoice is automatically created and sent through Xero.
The owner receives a daily summary of completed and upcoming jobs.
The entire workflow runs hands-free, giving the company a professional, consistent booking experience without additional admin.
The Results
The team eliminated double bookings and reduced no-shows entirely. Admin time dropped by more than 5 hours per week, and invoices are now issued the same day a job is completed. The owner now spends more time on-site and less behind a desk — while customers get faster communication and billing.
Short Description:
This workflow connects their online booking form with Google Calendar, SMS reminders, and Xero. Jobs are automatically scheduled, confirmed, and invoiced — keeping the team organized and freeing up time for more on-site work.
The Challenge
This local electrical company relied on phone calls and handwritten notes to manage jobs. Bookings were often missed, appointments overlapped, and invoicing lagged days behind job completion. With a growing customer base, they needed a way to streamline scheduling without adding office staff.
The Solution
We implemented an automation that manages the entire scheduling cycle from booking to billing.
When a customer books through their online form:
The job is automatically added to the shared Google Calendar.
The client receives an instant SMS confirmation and reminder 24 hours before the job.
Once the job is marked complete, an invoice is automatically created and sent through Xero.
The owner receives a daily summary of completed and upcoming jobs.
The entire workflow runs hands-free, giving the company a professional, consistent booking experience without additional admin.
The Results
The team eliminated double bookings and reduced no-shows entirely. Admin time dropped by more than 5 hours per week, and invoices are now issued the same day a job is completed. The owner now spends more time on-site and less behind a desk — while customers get faster communication and billing.
Short Description:
This workflow connects their online booking form with Google Calendar, SMS reminders, and Xero. Jobs are automatically scheduled, confirmed, and invoiced — keeping the team organized and freeing up time for more on-site work.
The Challenge
This local electrical company relied on phone calls and handwritten notes to manage jobs. Bookings were often missed, appointments overlapped, and invoicing lagged days behind job completion. With a growing customer base, they needed a way to streamline scheduling without adding office staff.
The Solution
We implemented an automation that manages the entire scheduling cycle from booking to billing.
When a customer books through their online form:
The job is automatically added to the shared Google Calendar.
The client receives an instant SMS confirmation and reminder 24 hours before the job.
Once the job is marked complete, an invoice is automatically created and sent through Xero.
The owner receives a daily summary of completed and upcoming jobs.
The entire workflow runs hands-free, giving the company a professional, consistent booking experience without additional admin.
The Results
The team eliminated double bookings and reduced no-shows entirely. Admin time dropped by more than 5 hours per week, and invoices are now issued the same day a job is completed. The owner now spends more time on-site and less behind a desk — while customers get faster communication and billing.