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ONLINE SCHEDULING FOR CONTRACTORS · INCLUDED IN EVERY PLAN

Let customers book without the back-and-forth.

Offer appointments based on your real availability and booking rules. Website visitors, your team and connected answering tools can schedule through the same system.

Book your estimateILLUSTRATIVE EXAMPLE
Thursday, June 12Real availability
8:00 AM9:30 AM11:00 AM1:00 PM3:00 PM4:30 PM
✓
Booked — Thu 9:30 AM
Confirmation texted · added to calendar
THE PROBLEM

Booking a job shouldn’t take four calls and a string of texts.

Customers want a clear next step. Your team needs accurate availability. When appointments are managed across notebooks, messages and separate calendars, delays and scheduling conflicts become more likely. ForgeDBI creates one coordinated booking process for every connected channel.

WHAT’S INCLUDED

Scheduling that follows your business rules.

Give customers a convenient way to book while keeping your team in control of the services, times and appointment types made available.

Real availability

Only offer appointment times that are available according to the calendar and rules configured for your business.

Online booking

Let customers request or schedule an appointment directly from your website without waiting for a callback.

Configurable booking rules

Set working hours, appointment lengths, buffer times, service areas and other requirements for different appointment types.

One connected calendar

Appointments created through supported channels are managed within the same scheduling workflow.

Confirmations and reminders

Send customers appointment information and reminders automatically through configured communication channels.

Connected customer records

Each booking remains connected to the customer, conversation and opportunity in the CRM.

HOW IT WORKS

From available time to confirmed appointment.

01 · Define your booking rules

Set your appointment types, availability, durations, buffers, service areas and any requests that require manual review.

02 · Connect your calendar

ForgeDBI uses your configured calendar and availability to determine which appointment options can be offered.

03 · Let customers choose a time

Customers can book through your website or another connected channel using the appointment options you make available.

04 · Confirm and record the booking

The customer receives the configured confirmation, while the appointment and request details are saved to the connected CRM.

CONNECTED TO YOUR CRM

Know who booked—and why they need you.

Scheduling should not create an appointment with no context. ForgeDBI connects the booking to the customer’s details, conversation history and service request.

Explore the CRM

Scheduling questions, answered.

Does it connect with my existing calendar?

Available calendar connections depend on your current provider and setup. We’ll confirm compatibility and the appropriate configuration before launch.

Can customers book from my website?

Yes. Online booking can be added to relevant pages so customers can choose from the times and appointment types you make available.

Can I control which times customers see?

Yes. You can define working hours, available appointment types, durations, buffers and other booking rules.

Can customers book emergency work?

You decide how emergency requests are handled. They can be routed for immediate review, sent to an on-call workflow or prevented from being automatically booked.

Are confirmations and reminders automatic?

They can be configured to send after booking and before an appointment, helping customers know what to expect.

Is Scheduling included?

Yes. Core scheduling is included with the ForgeDBI platform. Specific integrations or advanced configurations may depend on your plan and setup.

Make it easier for customers to take the next step.

See how ForgeDBI connects availability, booking, customer information and follow-up.

Real availability · Clear booking rules · Connected customer records