Outbound

Your customer list is
full of jobs.
Outbound books them.

ScheduleBot texts and calls the customers you already have: tune-ups that are due, estimates that never closed, memberships about to lapse. It answers every reply, offers real openings from your schedule, and books the job straight into your CRM.

Book a Demo Run your numbers

Bookednot just sent. Replies turn into jobs in your CRM

SMS + callstexts for quick yeses, calls for bigger tickets

On demandonce you're live, send a campaign whenever you want

Pick a campaign:Tune-up due Unsold estimate Membership renewal Win-back Seasonal

Campaign runningSMS

Fall furnace tune-upsExample Heating & Air

Touch 1 of 4

Audience: members and past customers with no tune-up in 11+ months

Hi Priya, it’s Example Heating & Air. Your furnace is due for its fall tune-up. I have Tuesday 8 to 10am or Thursday 1 to 3pm. Want one?

ScheduleBot · Tue 10:02 AM

Thursday works. Is it covered by my plan?

10:19 AM

Yes, you’re a Comfort Club member, so it’s included. You’re all set for Thursday, 1 to 3pm.

ScheduleBot · 10:19 AM

Perfect, thanks

10:21 AM

Booked: Furnace tune-up, memberThursday, 1 to 3pm. Confirmation sent.

In ServiceTitan

Booking for

Fill the slow weeks

Busy season fills itself. The weeks in between don't.

Point a campaign at a slow week and Outbound fills the open slots with work you already know is out there. It only offers times your techs can actually run, and it stops when the board is full.

Real openings onlyCapacity Planning reads your board, so every offer is a slot you can keep.

Room kept for emergenciesPriority Scheduling holds the slots you reserve for no-heat and leak calls.

Stops when you're fullOnce the week is booked, the campaign waits for the next open window.

Week of Oct 19Example board, 4 techs, morning and afternoon windows

Before the campaign After a tune-up campaign

Open slots23

Booked by Outbound0

Held for urgent calls5

Mon

BookedBookedOpenBookedOpenOpenBookedHeld

Tue

OpenBookedOpenOpenBookedOpenOpenHeld

Wed

BookedOpenOpenBookedOpenOpenOpenHeld

Thu

OpenOpenBookedOpenOpenBookedOpenHeld

Fri

BookedOpenOpenOpenBookedOpenOpenHeld

Already bookedBooked by OutboundHeld for urgent callsOpen

Campaigns

Six campaigns. One job: get it on the board.

Start from a ready-made campaign or build your own. Each one pulls its audience from your CRM, follows up until the customer books or opts out, and lands the job with the right job type.

01Maintenance remindersTune-ups, flushes, inspections 02Unsold estimatesQuotes that never closed 03Membership renewalsPlans about to lapse 04Win-backNo visit in 12+ months 05Seasonal promotionsPre-season and storm pushes 06Custom campaignsYour audience, your message

Maintenance remindersBooks as: Maintenance visit

Reach customers when their next visit is due and book it before the season rush. Members get member pricing, everyone else gets your standard offer.

Who gets itLast tune-up 11+ months agoEquipment typeMembership status

Example sequence

Day 1SMS

Your tune-up is due. Two real openings this week, reply with a time.

Day 3SMS

Quick nudge with new openings if the first ones filled.

Day 6Call

A friendly call for anyone who prefers to talk it through.

Day 10SMS

Last check this season. Next reminder moves to the next cycle.

Stops when they book, reply STOP, or your team takes the conversation.

Run your numbers

What's already sitting in your CRM?

You paid to win these customers once. Plug in your own numbers to see what's already sitting in your list right now.

Unsold estimates, last 12 monthsQuotes that never turned into a job−300+

Average estimate valueWhat a typical one is worth−$6,000+

Customers due for maintenanceTune-ups, flushes, inspections coming due−1,500+

Average maintenance ticketIncluding add-ons your techs usually sell−$150+

Work sitting in your CRM

$2,025,000

In unsold estimates$1,800,000

In maintenance coming due$225,000

This is the value already in your list, not a forecast. In a demo we'll pull the real numbers from your CRM.

Book a Demo

How it works

You pick who. It handles the replies. Your team stays in charge.

01Pick the audienceFilter your CRM by service history, job type, last visit, or membership. Fifty customers or your whole list.

02Choose the campaignStart from a ready-made campaign or write your own. The message says exactly what you want it to say.

03Every reply answeredScheduleBot answers questions in your tone, qualifies the job, and offers real openings.

04Job lands in your CRMCreated with the job type, notes, customer details, and the campaign it came from.

Guardrails, built in.Outbound talks to people who already know you. It should feel like your best CSR following up, not a blast.

Your customers onlyCampaigns go to people already in your CRM. No bought lists, no cold blasts.

STOP means stopOpt-outs are honored automatically and the customer is not contacted again.

Sends when you sayYou set the days and hours messages and calls go out.

Your team can jump inTake over any conversation. Big jobs and tricky questions get flagged with the full thread.

Never overbooksOnly open slots are offered, and urgent-call holds stay held.

Every word on recordEach text thread and call transcript is saved and tied to the customer.

Results

Judge every campaign by booked jobs.

Not opens or clicks. Each campaign reports what went out, who replied, what booked, and the revenue tied to those jobs in your CRM.

Campaign results, last 90 daysExample data

CampaignReachedRepliedBookedRevenue

Fall furnace tune-upsSMS + call1,240388214$41,300

Unsold AC estimatesSMS + call3109638$212,800

Membership renewalsSMS420171122$24,400

Win-back, 12+ monthsSMS86014257$18,900

Pre-winter plumbing checkSMS64011961$13,700

Every booked job carries its campaign, so it shows up in your CRM reports too.

Books into the system you already runAudiences come from your CRM and booked jobs go straight back in. ServiceTitan works on any plan.

ServiceTitanHousecall ProJobberService FusionFieldRoutesJobNimbusAccuLynxLeadPerfectionWorkiz

See all integrations

150,000+jobs booked by ScheduleBot

US + Canadahome service companies

FAQ

Questions before
your first campaign.

See it on your listIn a 30 minute demo we'll build a sample campaign from your CRM and show a reply booking a job.Book a Demo

01Who does Outbound reach out to?

Customers already in your CRM. You pick the audience by service history, job type, last visit, or membership status, from a segment of 50 to your full list.

02Which channels does it use?

Text messages and phone calls, on their own or together. Most campaigns lead with text and use calls for bigger tickets or customers who prefer to talk. The message says whatever you want it to say.

03What happens when a customer replies?

ScheduleBot answers their questions in your tone, qualifies the job, and offers real openings from your schedule. If a question needs a person, it flags your team with the full conversation.

04Does it book the job in my CRM?

Yes. Once the customer confirms, the job is created with the job type, notes, customer details, and the campaign it came from. It works with ServiceTitan, Housecall Pro, Jobber, and the other systems on our integrations page.

05Will it overbook my techs?

No. It only offers open slots, keeps the time you hold for urgent calls, and stops offering times once the board is full.

06Can customers opt out?

Yes. Replying STOP ends all messages to that customer, and the opt-out is honored automatically.

07Can my team take over a conversation?

Any time. Your CSRs can jump into a thread, and big jobs or tricky questions are flagged to the right person.

08How is this different from Speed to Lead?

Speed to Lead replies to new leads the moment they come in. Outbound reaches out to customers you already have, like tune-ups that are due and estimates that never closed.

09How do I see what it booked?

Every campaign reports who was reached, who replied, what booked, and the revenue tied to those jobs. Booked jobs also carry the campaign in your CRM.

10How long does it take to launch?

Most companies are live in days. Our team connects your CRM and helps set up your first audience and messages. Once Outbound is on, you can send a campaign right away, whenever you want.

Outbound

Fill next week
from the list you
already have.

See a campaign built from your own CRM, and watch a reply turn into a booked job, in a 30 minute demo.

Book a Demo Run your numbers

Booked from this week's campaignsExample

MonFurnace tune-up, memberMaintenance reminderBooked

MonAC replacement reviewUnsold estimateBooked

TueAnnual plumbing inspectionMembership renewalBooked

WedPanel questionWin-backWith your team

ThuWater heater flushSeasonal promotionBooked

Your customer list isfull of jobs.Outbound books them.