Jobs Booked Before the Work Is Won, Caught and Unscheduled
No more engineer days blocked out for work that falls through. No more scrambling to refill a diary. No more mystery over who booked it.
Who it's for
Planners and schedulers working from a diary that's fed by sales opportunities, where jobs sometimes get booked ahead of a confirmed sale.
What it saves you
Wasted engineer days, last-minute diary scrambles, and the time spent working out who booked an unconfirmed job and why.
Set up time
Most businesses are live within days.
The problem
A job gets scheduled the moment it's booked into the diary, but the sale behind it isn't always confirmed at that point. The work might still be at quote stage, waiting on a decision, or not agreed at all.
If nobody catches that before the day itself, an engineer turns up to work that was never actually won.
That's a wasted day, a diary that needs refilling at short notice, and often no clear record of which planner booked the job or why. The busier the diary, the easier it is for one unconfirmed booking to slip through unnoticed among dozens of confirmed ones, and the more expensive it becomes when it does.
What the automation does
The moment a job is scheduled, Build Concierge checks it against the sale behind it.
Detects the scheduling event
As soon as a job is booked into the diary, the check runs automatically.
Checks the opportunity
It looks at the sales opportunity linked to the newly scheduled job.
Confirms the status
It checks whether the work has actually been confirmed as won.
Unschedules if needed
If it hasn't, the job is automatically removed from the diary.
Identifies the planner
It works out which planner booked the job.
Tells them why
The planner is notified by email and SMS with exactly what was removed and why.
Leaves a record
The unscheduling event is logged, so there's a clear trail of what happened and when.
Confirmed work only
The point is to keep the diary clean before the day arrives, not to catch the problem when the engineer is already at the property.
What you get
- The diary only ever contains confirmed work
- Engineers never committed to jobs the customer hasn't signed off
- Planners notified instantly, by email and SMS, with the specific reason
- A clear record of who booked the unconfirmed job
- No more discovering the problem on the day
The gap between an unconfirmed job being booked and someone catching it closes to the moment it happens, not the moment the engineer arrives.
Ways to run it
Check on every scheduling event
Every job scheduled is checked against its sales opportunity automatically, with no manual review needed.
Instant planner notification
The planner who booked the job is told immediately, by email and SMS, exactly what was removed and why.
Unschedule, don't just flag
Rather than leaving an unconfirmed job in the diary with a warning, it's removed automatically, before it can be missed.
Fits your sales opportunity structure
The check runs against however your sales opportunities are already recorded in your system.
What you need
- Build Concierge connected to your job management system
- Sales opportunities linked to jobs in your system
- Who should be notified when a job is unscheduled
Getting set up
- Talk to us. Show us how this works today in your business.
- We build it with you. We set up the logic and routing around how your business already operates.
- Test it live. We run real data through it, confirm it lands correctly, then switch it on.
Common Questions
No, it unschedules it, removing it from the diary, rather than cancelling the job record itself.
By email and SMS, sent the moment the job is unscheduled, stating exactly what was removed and why.
Whatever your sales opportunity status already records as confirmed or won in your system.
Every job that gets scheduled is checked against its linked sales opportunity automatically.
Think about the cost of one wasted engineer day, the scramble to refill it, and the awkward call to a customer who thought the visit was happening. This catches the problem before any of that, while it's still just an entry in the diary.
Ready to keep unconfirmed work out of the diary?
Get in touch with the Build Concierge team and we’ll set it up around the way you work.
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