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Your conversations and bookings

Everything your assistant handles lands in the app we send you: every text conversation, every enquiry and every booking.

What’s in the app

  • Every text conversation with your customers, including what your assistant said
  • Every enquiry, as a card on your jobs board: New enquiry, Booked, Job done or Not going ahead
  • Your bookings, in a calendar
  • Each customer’s details in one place

Things to do in it

  1. Mark the job done

    On your jobs board, drag the card to Job done, or open it and change the stage. Two hours later, your customer gets a text asking how it went.

  2. Mark a no-show

    Open the booking in the calendar and change its status to No-show. They get a text offering another time.

  3. Read a conversation

    Open it to see exactly what your customer asked and what your assistant said back.

  4. Check what’s booked

    Open the calendar to see your jobs and who they’re for.

What comes to you by text

You don’t have to open the app to keep up.

After every call, you get a text: who rang, what for and what got booked. Emergencies get texted to you straight away, with the caller’s first name, number and address.

If a customer doesn’t reply to the check-in on the day of their job, you get a heads up to ring them.

Fair questions about the app

How do I get it?

We send it to you, with your login, when we set you up.

Do I have to use it?

Mostly no. Call notes and emergencies come to you by text. The one thing worth doing in it is marking jobs done, because that’s what sends the review text.

I use ServiceM8 or Fergus.

Bookings land there, so you can keep working the way you do.

Can I hear a call?

Ask us about any call and we’ll tell you what was said. Call recordings are kept for 90 days.

How long are conversations kept?

Messages, call transcripts and bookings stay while you’re with us. Call recordings are deleted after 90 days.

Can my crew use it?

Got a crew? Ask us about logins for them.

This phone is answered.

Ring us on the number below, or email. Either way, a human gets back to you.

0468 075 000

Or email hello@offsitemate.com.au