Every booking lands in your CRM and your books
A customer books and pays, and the appointment reaches your CRM and your books as one connected event. Here’s what that removes from your week.
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The life of one appointment
Follow a single job through most service businesses and you’ll find the same information typed four times: into the calendar, the invoice, the payment record and the list for next time.
Four entries means four chances to mistype a phone number or lose the job between systems. It also means the person answering the phone is doing data entry instead of booking the next customer.
Auberfield House
The back room request asks for the date and headcount up front, and a full proposal goes out the same night. Auberfield is a company we invented, so we could build its website and back office in full.
Open the Auberfield buildWhat changes
What disappears
The work you stop doing.
- Typing one customer into four places
- Chasing payment after the work is done
- The end-of-week bookkeeping catch-up
- Guessing which page or ad a job came from
What appears
What you get in its place.
- One customer record with the full history
- Money collected at booking
- Books that match the bank
- A clear answer to what’s bringing in work
The connected flow
Each step starts the next one, with nothing typed twice.
Book
The customer picks an open slot on your site, from a phone, at any hour. The availability they see is the calendar you run, so a taken slot stops showing.
Pay
A deposit or the full payment is taken at booking through Stripe, so the appointment and the money are one event. A customer with money down treats the slot differently.
Land in the CRM
A customer record is created or updated the moment the booking lands, with contact details, service, date, amount and source. A first visit and a fifteenth are both one lookup.
Post to the books
The payment posts to QuickBooks with fees and categories handled, so the books match the day without a catch-up session at the end of the week.
Follow up on schedule
Confirmations and reminders send on the timing you set. After the visit, the same system can invite a rebooking or a review in your name.
Built around the stack you have
If you run a scheduler like Calendly or field software like Jobber or Housecall Pro, we route the flow through it, and if a CRM like HubSpot holds your customers, bookings feed it.
Where a piece is missing, we build it, such as a booking front end that matches your site or a CRM shaped to your services. Scoping starts with what you have and adds what the flow requires.
Tell us what you need built
A person reads every request and replies within one business day.
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