Tired of juggling calendars, checking staff availability, and pulling financial reports? Booking Buddy is here to change that. Built right into your Cleaning Management platform, Buddy is more than just a chat window—it’s your AI team member that handles the logistics of your business, answers tough questions, and keeps your schedule flawless.
Here is a look at how Booking Buddy can make your day easier, whether you’re trying to book a complex job, onboard a new client, or check your bottom line.
1. Effortless Client & Job Creation 🤝
Buddy turns job inquiries into confirmed business without the usual administrative headache.
Instant Client Setup
Booking a job for a brand-new client? Buddy does the heavy lifting instantly:
- You just talk, Buddy records: If the client isn’t in your system, Buddy instantly turns that inquiry into a trackable prospect in your system.
- Automatic Account Creation: It automatically sets up a secure Customer Portal account for them, so they can log in right away to check job details or pay invoices.
- Full Booking: After setting up the client, Buddy uses the gathered details (address, service, time) to fully create the job entry and put it on the calendar.
Smart, Conversational Scheduling
You don’t need to provide every detail at once. Buddy remembers the context and details you provide turn-by-turn until the job is complete, like a professional assistant.
- You start: “Book Jane for a repair job.”
- Buddy follows up: “Who is the customer and what time works best?”
- You complete the thought: “Mr Scott on Friday at 3 PM.”
- Final Step: Once all details are confirmed and conflict-checked, Buddy instantly posts the job record directly to your scheduling calendar and inside your staff mobile app.
2. Guaranteed Schedule Accuracy & Contract Management 📅
Buddy’s core value is ensuring a clean, conflict-free, and profitable schedule by accessing your live operational data.
Flawless Availability Checks
Before any job is finalised, Buddy checks the live status of your resources:
- “Is John available this Tuesday for a job?” Buddy instantly checks John’s scheduled jobs and any approved vacation or sick leave for that day.
- Conflict Prevention: It runs a mandatory check against all staff and the customer’s existing appointments to ensure no double-booking occurs, handling complex factors like job sharing (splitting a job’s time across multiple staff).
Advanced Contract Management (All Recurrence Patterns Supported)
Buddy supports every type of pattern imaginable, ensuring your system mirrors your client agreements:
- Simple Repeats: Daily, Weekly, Monthly, Quarterly, and Yearly jobs.
- The Power Patterns (Complex):
- Weekly Pattern: Need service on multiple, specific days (like Monday, Wednesday, and Friday) for a single contract? Buddy handles that within one job entry.
- Monthly Nth: Schedule based on occurrence, such as the “third Tuesday” of the month, the “last Friday” of the month, or even the “start/end of the month.”
3. Instant Financial Insights (Your Pocket CFO) 💰
Stop waiting for your accountant or clicking through complex reports. Buddy connects directly to your business data to give you instant answers on profitability and future revenue.
Performance Review
Ask simple questions and get a detailed breakdown of your actual business performance:
- “What was our profit last month?” Buddy quickly calculates your Total Revenue, subtracts Total Overheads, and shows you your Net Profit.
- Smart Analysis: It gives you analytics on which services are most profitable and even tracks staff efficiency based on the jobs they completed.
Future Forecasting
Get a clear picture of your future earnings right in the chat window:
- “Show me the revenue forecast for the next 6 months.”
- Buddy projects your Confirmed Revenue (from already scheduled jobs) and the value of your open quotes (your sales pipeline) for the upcoming months, helping you plan your cash flow and hiring needs.
4. Built for Speed (Text, Voice, and Smart Processing) 🎙️
Whether you prefer to type or speak, Buddy is ready to work.
- Voice Control: Click the microphone for a hands-free experience. Buddy uses advanced technology to transcribe your words and even corrects common mistakes to ensure accuracy.
- Sleek Results: All complex data, from job details to financial summaries, is presented in a clean, visual card right in the chat window, making it easy to review and confirm.
Buddy is the smart, fast, and reliable way to manage the dual demands of your cleaning company: flawless logistics and healthy profits. Start Your Free Trial Today