Elite Home Sources
A service business’s website, shared calendar, customer texting, and day-to-day job tools, all working from the same records.
Visit the site (opens in a new tab)
Elite Home Sources moves hot tubs, installs basketball hoops, and handles assembly work. Scheduling, customer messages, store coordination, job tracking, and billing were spread across separate manual steps. The business needed one connected way to take a request and carry it through to a finished, billed job.
Customer-facing website
Pages for each service line and an appointment request form that tells customers plainly: this is a request, and the team will confirm the date and time.
One shared calendar
Day, week, and month staff views built from the same appointment records, refreshing as appointments change. Store partners get a limited view of confirmed jobs.
A texting agent for scheduling
A customer texts in and is walked through the job one question at a time: service, address, preferred date and time, name, email, notes, and photos. They review it all before sending it to the team.
Operating tools for the owner
A dashboard of what needs attention, appointment statuses, a message inbox, store invoicing, store requests, and a voice assistant staff can talk to while capturing a call or preparing an appointment.
It collects the details so the team can schedule the job.
The conversation walks a customer through one question at a time, checks each answer, and lets them review everything before they send it. The agent doesn’t confirm the job. It sends a request, and the team confirms it.
Illustrative sample. The agent’s wording comes from the flow’s source, shortened here. The customer replies are made up, not a real conversation.
- Customer: SCHEDULE
- Agent: Let’s start your appointment request with Elite Home Sources. What do you need? 1. Hot Tub Moving 2. Basketball Hoop Installation 3. Assembly
- Customer: 2
- Agent: Got it — Basketball Hoop Installation. What’s the service address?
- Customer: [sample address]
- Agent: What time works best? 1. Morning 2. Midday 3. Afternoon 4. Anytime
- Customer: 1
- Agent: This is a request, not a confirmed appointment. Our team will contact you to confirm your appointment. Reply SUBMIT to send your request, or RESTART to start over.
The public website Appointment request form Owner dashboard, customer details redacted Shared calendar, customer entries redacted Appointments by status, customer details redacted
- Customers
- Request an appointment on the website or by text. Either way they’re told it isn’t confirmed until the team reviews it and gets back to them.
- The owner and staff
- Open the dashboard to see new requests and today’s work, confirm jobs onto the calendar, reply to messages, and create invoices for store jobs once they’re done.
- Store partners
- Log in to submit a job for a customer and follow its status. Elite’s staff still decide the schedule.
- A request stays one record as it moves from customer to calendar to invoice.
- The team starts the conversation with the job details already collected.
- Customers get asked the same questions every time and know their request still needs confirming.