We have over 7,000 customers a year request a free in-home estimate
We are looking for a software tool like Calendly that would allow our customers to self schedule on our website, but the key here would be that the solution would calculate drive time and create intelligent routes for our salespeople
We are looking at building an internal tool on top of NextBillion.ai’s API, but have struggled to get the project of the ground.
Does anyone know of an existing tool that can accomplish this customer journey for us?
You might be able to combine tools for this?
First use, Calendly to get the appointments set up by your clients.
Next, you integrate with a route optimization tool such as Route4Me, OptimoRoute, or Circuit Route Planner. These tools can help you optimize routes based on real-time drive times and distances. Many of them offer APIs that you can use to retrieve optimized routes and integrate with your scheduler.
Once you’ve got those two set up, you can use Zapier to create an automation between them. This automation would periodically check for any new appointments and optimize the routes accordingly.
After the routes are optimized, send notifications to your salespeople, updating them about their schedules. You can use SMS, email, or even push notifications on their smartphones.
It might take a bit of work and tweaking to get everything set up, but you might be able to stich something together!