Industry guides

Online appointment booking for roofers, trades businesses and service companies

Trades businesses don’t lose jobs on site, they lose them on the phone: line engaged, voicemail, callback forgotten. This guide shows how site visits, workshop appointments and service calls are booked online, with travel time, time windows and all the details up front.

ForRoofers and carpentersPlumbing, heating and electricalPainters, decorators and floor fittersGarages and car repairsCaretakers and building servicesLocksmiths and fitting services

Site visits instead of callbacks

Customers book the on-site visit themselves and upload photos of the damage. No callback, no lost job.

Travel time in the calendar

Buffers before and after each job cover the journey. Your technicians arrive on time, not in a rush.

Workshop slots

Vehicle lifts, tyre changes and inspections as services with a duration. The workshop stays busy without being overbooked.

The starting point

What makes scheduling hard in this industry

01

Phone calls on site

The boss takes calls between two rafters, or not at all. Every missed enquiry goes to the next firm.

02

Jobs without travel time

Appointments are planned by how long the job takes, not by the route. The afternoon customer waits and the end of the working day keeps moving.

03

Vague enquiries

What exactly is broken, where, and since when? Without the details, the technician has to come out twice.

04

Seasonal peaks

Tyre changes in October, boiler breakdowns in January, roof damage after a storm. Demand comes in waves.

The solution

How Resavis solves this for Trades & Home Services

No special features, just the existing building blocks combined the right way: services, staff, buffers, form builder, payments and notifications.

On-site appointments as services

Site visit 45 minutes, maintenance 90, tyre change 30. Every service with a duration and a buffer for travel.

Technicians and workshop bays as staff members

Team A, Team B, Lift 1, Lift 2. Each resource has its own working hours and services.

Photos and details in advance

The “Photo or file” form field accepts up to five photos of the damage, straight from the phone camera, together with the job address and a description. The roofer sees the roof before putting up the ladder.

Time windows instead of exact times

A time slot interval of two hours gives windows such as 8am to 10am. Customers know when they need to be at home.

Add-ons at the time of booking

Gutter cleaning with a roof inspection, waste removal with a repair, an air conditioning check with a boiler service. Customers tick the add-on, duration and price are added together, and the calendar allows for the extra time.

A note for each service

Every service has its own note in the confirmation and the reminder: keep the driveway clear, provide access to the loft, have the car keys ready. Fewer wasted trips.

All features at a glance

Interactive

Job planner: how many jobs can your team handle per day?

Teams, working hours, job length and travel time: the planner shows how many jobs are possible per day and per week, how much time is spent on the road and which time window suits your business.

Guide

How to set up Resavis for Trades & Home Services

Six steps, in this order. Most businesses are taking bookings within an hour.

  1. Services by type of job

    Site visit, repair, maintenance, workshop appointment. Realistic durations, with buffers for travel and preparation time.

  2. Teams and workshop bays

    Technician teams and vehicle lifts as staff members with working hours. Assign services only to the resources that carry them out.

  3. Service area and locations

    If you have several branches, create a location for each one. Mention your service area in the intro text of the booking page.

  4. Ask for photos and details in advance

    Form fields for the address and a description of the problem, plus a “Photo or file” field for pictures of the damage. Make the phone number a required field so the technician can call ahead.

  5. Deadlines and approvals

    Minimum notice of 48 hours for on-site appointments, approval for emergency call-outs and large jobs, a cancellation deadline of 24 hours.

  6. Make booking visible

    Booking link on your website and Google Business Profile, a QR code on your vans, invoices and business cards.

Booking demo

How a customer books with Brandon Roofing

A sample business from your industry with typical services, team and form fields. Click your way through, nothing is saved.

Open the real demo booking page

Recommendation

Settings that have proven their worth in this industry

Starting values for services, booking page and notifications. You can change everything at any time.

SettingRecommendationWhy
Time slot interval60 to 120 minutesCreates time windows your technicians can actually keep to.
Buffer30 minutes before and afterTravel, loading materials, handover.
Minimum notice48 hoursLeaves time to plan jobs, materials and routes.
ApprovalOn for emergency call-outs and large jobsCheck first that capacity and materials are available.
Cancellation deadline24 hoursWhoever plans the jobs can fill freed-up slots with customers on the waiting list.
Phone number requiredOnThe technician gives a quick call before setting off.
Maximum advance booking8 weeksMaintenance and tyre changes are booked ahead.
Interactive

Setup checklist for Trades & Home Services

Tick off what is done. Your progress is saved in your browser until you delete it.

0 of 12 done

All done. Your business is ready to take bookings. Go to the app

Frequently asked questions: Trades & Home Services

Can customers send photos of the damage?

Yes. The “Photo or file” form field accepts up to five photos or PDF files per booking, straight from the phone camera. The files are attached to the appointment, and your team sees them in the admin area and receives the links with the notification.

How do I offer extras such as gutter cleaning?

Create gutter cleaning as an add-on and choose which main services it goes with. Customers tick it when they book, the duration and price are added automatically and the calendar blocks the longer time.

How do I plan in travel time?

With buffers before and after the service. A 30-minute buffer before a site visit covers the journey there, and 30 minutes afterwards cover the way back or the drive to the next customer. For long distances, create services for each service area with larger buffers.

Can a garage manage vehicle lifts as resources?

Yes. Create each lift as a staff member, with its own hours and the services carried out on it. Customers book the service and Resavis assigns a free lift.

What about emergency call-outs outside working hours?

Create an “Emergency call-out” service that requires approval, and an “On call” staff member with evening and weekend hours. You see requests immediately in the admin area and confirm them once you have called the customer back.

Do customers need an account?

No. Customers book with their name, email address and phone number. Using the link in the confirmation, they can reschedule or cancel without logging in.

Taking bookings within an hour.

Set up your services, team and booking page with this guide. Free for 14 days, no credit card required. Questions? +49 1577 5588 888 (also WhatsApp).