Dynamic services based on seasons and regions.
Heating installation and maintenance services operate year round, yet demand is seasonal.
With a full time service crew of technicians and admin staff managing a large geographic area, a booking form was required with the flexibility to offer different services based on a customers’ location and time of year.
Seasonal availbility
Dynamic service ability based on the time of the year.
Regional rules
Limited days and times for different regions.
Upfront deposits
Automated deposit invoices and payments.
Foster Heating is one of Melbourne’s oldest and most respected hydronic heating and service company.
Forster Heating is home to Melbourne’s largest, specialist hydronic service department with dedicated full-time technicians and admin staff.
Scenario
- To help manage their peak service periods, Foster Heating was looking for a self-serve booking form for customers.
- The booking form needed to access the Simpro calendars for live availability.
- Bookings needed to broken down into geographical regions.
Booking form required to check availabilities directly from Simpro
Process
- Simpro recommended Formpiece to Foster Heating for an online booking solution.
- Foster Heating discussed the seasonal and regional requirements for online bookings with Formpiece.
- In addition to the booking form functionality, regions and season options were added to change dynamic availabilities based on a customers’ address and time of year.
Configured a form revolving around regions and seasons
Results
- Dynamic availability based on regions reduces the geographic spread and travel time for technicians.
- Seasonal availability based on time of year reduces the need to offer additional availability during off-peak periods.
- Allowing customers to view availability and make upfront deposit payments frees up admin time and reduces no-show risk.
- Automating all Simpro data entry for a new booking saves significant admin time.
Automated Simpro booking solution with dynamic pricing
Integrated workflows
Set up a self-serve booking form of your Simpro services on your website.
Automatically schedule bookings around regions and nearby technicians.
