Site visits booked without the phone round

How to read this. The figures below are worked estimates, not a client result. They are modelled on the volumes a typical operational SME runs at, and the arithmetic is shown so you can put your own numbers in. We size the real case against your actual volumes before quoting.

A field sales team of five runs roughly fifteen site visits each per week. Booking one means calling the customer, checking the diary, judging whether the geography works against the rest of that day, and confirming with the rep. A cancellation undoes all of it.

The coordinator doing this is good at it. That is the problem: the knowledge lives with them, and the operation slows the week they are away.

The customer is offered slots that already respect the constraints that bind: who covers that area, what else is booked that day, travel time between jobs, and the customer's own window. Confirmation and reminders go out on the channel the customer already uses.

When something moves, the system proposes a revised plan rather than triggering a phone round. The coordinator chooses between options instead of rebuilding the day.

• Appointments booked without coordination overhead. 75 visits a week at around twelve minutes of booking admin is about 15 hours a week, or roughly 55 hours a month across the team.
• Fewer wasted journeys. Reminders and confirmations reduce the visits nobody is home for, which is the most expensive kind of no-show in a field operation.
• Denser days. Sensible routing means the same team fits more visits in without working longer.
• Continuity. The scheduling logic stops being one person's private knowledge.