Service Appointment Scheduler
Turn messy service-booking phone tag into a clean flow: a request comes in, the tool matches the job to a qualified technician by skill and zone, finds open slots that respect travel time, and proposes options - then your coordinator confirms before anything is booked.
A booking tool where a service request goes in, qualified technicians and open time slots are computed by skill and zone, your coordinator confirms one, and the appointment is booked with email confirmations sent to the customer and the technician - all on an audited, login-protected app.
Before you start
- A free Supabase account
- A free Vercel account
- A free Resend account (or use the CSV fallback to start)
- Your technician roster and a sample service request (a spreadsheet or CSV is fine)
The problem this kills
Booking a service or repair visit shouldn't take six phone calls and three sticky notes. But for most service teams it does. A request comes in, and now your coordinator is flipping between a roster spreadsheet, a wall calendar, and a group chat trying to answer one simple question: who is qualified, free, and close enough to actually show up on time?
The result is double-booked technicians, visits sent to the wrong zone, jobs handed to someone who isn't certified for that equipment, and customers waiting on a callback that never comes. The knowledge lives in one person's head, and when they're out, booking grinds to a halt.
This plan replaces the phone-tag scramble with a tool that does the matching for you - and still keeps a human firmly in charge of the final yes.
What you'll build
A simple web app your team logs into where:
- A service request comes in (typed in, or imported from a form/CSV) with the customer's location, the job type, and how urgent it is.
- The tool instantly finds the qualified technicians - the right skills for that job, working the right service zone.
- It computes open time slots for those technicians, respecting their availability and the travel time between jobs so you don't promise a slot that's physically impossible.
- It proposes a short list of tech + slot options to offer the customer.
- Your coordinator reviews and confirms the choice. Only then is the appointment booked.
- The customer and the technician each get a clean confirmation email via Resend, and the booking is written to the schedule with a full audit record.
What's inside the Implementation Plan
The plan is a complete, paste-and-go runbook for an AI coding agent (Claude Code). You don't write code - you paste the plan, answer some questions, and watch it build.
It opens by interviewing you about your business. Before a single line is built, the plan makes the agent ask about your real process: your job types and which skills they need, how you define service zones, how your technicians' availability is tracked today, your typical and peak booking volumes, your travel-time and double-booking rules, and your messy exceptions (emergency jobs, two-tech visits, no-shows). It reads back a short tailored spec, you give a thumbs-up, and then it builds a tool shaped to how you actually work - not a generic template you have to bend yourself around.
Inside you'll find: the full data model for requests, technicians, skills, zones, and appointments; step-by-step build prompts you copy and paste; the matching and slot-finding logic; the confirmation emails; and the verification checklist so you know it works.
The governance it includes (this is the point)
This isn't a toy. The plan bakes in the controls a real service operation needs:
- Login so only your team can use it.
- Row-level security so each organization only ever sees its own requests, roster, and bookings.
- A complete audit trail - who proposed a slot, who confirmed it, and exactly when.
- A human approval gate - the AI proposes tech + slot options, but nothing is booked until a coordinator confirms. The tool drafts; a person decides.
- Duplicate guards - one service request maps to one active appointment, so the same job can't be booked twice and a technician can't be double-booked for the same time.
Who it's for
Service coordinators and dispatchers who book field visits - HVAC, appliance repair, IT field service, property maintenance, medical equipment, anything where the right person has to be in the right place at the right time. If you live in a roster spreadsheet and a phone, this is for you. No coding experience needed.
You've got this - paste the first prompt and let the agent interview you.