Automated Intake and Booking | Northview Agency
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Stop doing paperwork

Book jobs without the back and forth

Customers answer a few questions and the job lands on your calendar. Nobody types it in.

How does automated booking and intake work?

Automated intake asks the customer the questions you need answered, then puts the job on your calendar without anyone typing it in. The back and forth of proposing times by phone or email disappears, and the details arrive with the booking instead of being chased afterwards.

This is one of 21 systems Northview builds. See the full marketplace. Delivered as a template.

Who this is for

You need this if any of these are true.

How it works

Three steps. You do one of them.

Step 1

We build the intake

The questions you actually need, in an order that does not lose people.

Step 2

The customer books themselves

Real availability, your rules on notice and job length.

Step 3

It lands where you work

Calendar, CRM and notification, all at once, no retyping.

What you get

Everything included.

FAQ

Questions about this system.

Will it double book me?

No. It reads live availability and respects the buffers you set.

Can I still book people manually?

Yes. It sits on top of your calendar, it does not take it over.

What about no-shows?

Reminders go out automatically, which is the single biggest lever on no-show rate.

Want this running in your business?

A 15-minute call. We look at whether this is the right fix for what you are dealing with, and tell you if it is not.

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