01 / New-customer intake for a home-services company
Step 1 · Where it starts
An online booking form that captures a new homeowner's service needs in one pass, without a follow-up call just to get the address right.
Step 2 · What gets automated
Requests are read for service type and urgency, and matched to the nearest available crew slot automatically.
Step 3 · The process it plugs into
A new customer's full history — service type, address, notes — is saved so the next call does not start from zero.
Step 4 · SolaceSentry review
A scheduler confirms every new booking before it is locked into a crew's route.
Step 5 · What leaves the system
A confirmed job on the schedule with a complete customer record behind it.
Proof metric: New-customer booking time, and repeat-customer rate over the following year.