Scheduler
Review Monster's CRM includes a Scheduler that writes up the job for you. Type the last four digits of the customer's phone number, pick them from the list, and it reads the whole conversation: the texts back and forth and the transcripts of your calls.
From that it fills in the job form: name, address, the day and time you agreed on, and what the work is. You check it, fix anything it got wrong, and one click puts it on the schedule.
From conversation to calendar
Most jobs get booked over a phone call or a string of texts, and then someone has to type it all into the CRM. The Scheduler does that typing. It reads the texts and call transcripts on your business number and pulls out the details that matter.
Repeat customers often don't repeat their address. When the conversation doesn't mention one, the Scheduler offers the address from their last job.
- Find the customer by the last 4 digits of their phone
- Reads texts and call transcripts
- Fills in name, address, time and job details
- Offers a repeat customer's last address
The address gets checked before you book
Before the job is saved, the address is looked up against real map data. If the street exists but the zip or city doesn't match it, you're told. If the address is a long way outside your service area, you're told that too.
A misheard street name gets caught at the desk instead of in the truck.
It waits for the call to finish
Open the Scheduler right after you hang up and the transcript may not be ready yet. A short progress bar shows the call, the recording and the transcript coming in, then fills the form once it can read everything.
In a hurry? Skip the wait and fill it in from the texts alone.
In practice
On a normal Tuesday a customer calls about a hot tub removal and texts two photos afterward. The office types 4471, picks the customer, and the Scheduler fills in Thursday at 10, the address, and a note about the deck stairs. The zip was off by a digit, the check corrects it, and the job goes on the calendar in under a minute.
Questions people ask
Where does the Scheduler get its information?
From the texts and call transcripts on your Review Monster business number. It only reads that customer's conversation, found by the last digits of their phone number.
Does it book the job without me?
No. The Scheduler fills in the form and you review it. Nothing goes on the schedule until you click to book it.
What if the address is wrong?
The address is checked against map data before you book. A zip that doesn't match the street is corrected, and a wrong city or a spot far outside your area is flagged for you to look at.
Works well with
A local business number that rings your app and browser, records, transcribes and screens out robocalls.
All-in-one inboxOne inbox for texts, emails, Facebook messages, calls and voicemails, with each customer in one thread.
Scheduling and dispatchA calendar built for crews: day, week, month, timeline and map, with jobs you can drag into place.
JobsOne page per job with the customer, crew, items, photos, payments and a timeline of everything that happened.
Scheduler comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.