What your customer sees when they book
Updated August 9, 2026 · 1 walkthrough
This is the customer's entire experience, on a phone, start to finish. Worth watching once before you send your first link — it is short, and it is what your customers judge you on.
What your customer sees when they book
0:30On the phone
- Your customer opens the link on their phone — their number is already in
- They fill in who they are
- The field holding "Robert Callahan"
- …how to send them the paperwork
- The field holding [email protected]
- …where they need you
- The suggestion list opens under the typed address
- The real address, picked from the list
- The field holds the full resolved address and the list closes
- …and what's actually wrong
- The field holding "Annual furnace tune-up before the cold snap."
- When suits them
- The date is set, and the echo line reads it back as "Mon, Aug 10, 2026"
- …and roughly when
- The select showing Morning (8AM-12PM)
- Consent for the arrival texts — required
- The box is ticked
- Done — the request lands with you, not in a voicemail
- "Booking Submitted!" — the request has been sent to Summit Air & Heating
Recorded August 2026
What they give you
- Their name, phone and the service address.
- A description of the problem, in their own words.
- A slot, chosen from times that fit inside your working hours.
- Consent to receive text updates about the job.
Nothing they submit is scheduled automatically. Every request waits for you in Pending Bookings until you approve it.
More in Customers & bookings
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