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Learn How To Use The BookSmart Scheduler From LeadsNearby
Our BookSmart Scheduler is an online scheduling tool designed to streamline the booking process for your customers.
With the BookSmart Scheduler online form, customers can easily book services directly from your website. It’s fully customizable to align with your brand and the specific services you offer.
Moreover, it integrates seamlessly with both ServiceTitan and Housecall Pro. This means that when a customer completes the form, the information goes directly into your dispatch software, allowing you to assign and schedule it efficiently.
Here’s how it works:
- Service Selection: Customers first select the service they need. This section can be customized to reflect the specific services your business offers, whether you’re in HVAC, roofing, plumbing, electrical work, or another vertical.
- Job Details: Customers provide details about the job, including the option to upload photos. This helps you better understand the task and its location.
- Customer Information: Customers enter their contact details and indicate whether they are returning customers.
- Scheduling: Customers select their preferred date and time range for service. The scheduler offers morning or afternoon slots, which can be adjusted to fit your needs.
Once the customer submits the form, the information is sent for notification and can be entered into your dispatch software. If the requested time isn’t available, you can contact the customer to reschedule.
Does The BookSmart Scheduler Integrate With ServiceTitan Or Housecall Pro?
The details are automatically sent to your dispatch software if you’re using ServiceTitan or Housecall Pro. This integration allows for quick assignment to a technician and addition to your calendar.
Can I Customize The BookSmart Scheduler For My Business?
Yes. You can tailor field order, labels, available services, time windows, upload options, confirmation messages, and more.
In the example above, we show a configuration where customers submit their information first and can select multiple services if needed. They can also provide additional notes before choosing an appointment window.
We hope you found this overview of the BookSmart Scheduler helpful. If you have any questions about our products, please contact us today.
Updated August 2025 to reflect the name change from BookSmart to BookSmart.
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