Useful qualification
Collects property and service details, applies configured scope/pricing rules and escalates requests outside the normal offering.
AI Intake & Site-Visit Booking
Phone and web intake that turns qualified engineering enquiries into proposals and travel-aware site visits.
My role
Designed and implemented intake, scheduling, proposal-to-booking integration and reviewed email-draft workflows.
The problem
An engineering practice needs to understand a property enquiry, propose the right service and offer practical visit times without overlooking travel or existing appointments.
The approach
Connected a shared phone/chat intake service to property qualification, scope-based proposals, route-aware availability and calendar booking after proposal signature. Email replies remain drafts for staff review.
What it enables
Provides a connected enquiry-to-booking workflow, with visit options that account for travel and a human handoff for unusual requests.
The work,
and its boundaries.
Practical visit options
Availability considers appointment duration, working hours, travel and existing visits rather than only empty calendar blocks.
Proposal-to-booking handoff
Rechecks the agreed time after signature, confirms it when available or supplies a new booking-selection link.
Human-controlled correspondence
Structured lead context supports threaded reply drafts without automatically sending the proposed response.
Scope
Administrative intake and configured service rules, not engineering assessment. A suggested visit is not reserved until the booking checks complete.
Technology
- TypeScript
- Node.js
- Fastify
- Telnyx
- Cloud Run
- Google Maps
- Microsoft Graph
- HoneyBook
- Resend
Let’s make your next project workable.
Talk with me about the product, the engineering and the decisions that need to stay with people.