Trades & field services / Trade enquiry to booking

Keep the next job moving while you are on the tools.

A shared inbox, appointment scheduling and automation services you can host yourself. The foundation for taking a trade enquiry through to a booked visit.

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Built around your industry

Missed enquiries & slow follow-up

Small trade and field service teams whose enquiries arrive in several places before someone can quote or arrange a visit.

A customer describes the job in an email but sends the photos separately. Someone needs to check the service area, ask about access and work out who should respond. When the owner is on site, those small steps can sit unfinished. A quote follow-up feature helps once a quote exists, but the information needed to create it may still be scattered.

The services

What each service brings.

01

Chatwoot Community Edition ↗

Collect website chat and email conversations in a shared inbox, with an owner for each enquiry.

Open source · Self-hostable
02

Easy!Appointments ↗

Manage appointment types, service providers and availability, with a booking page for customers.

Open source · Self-hostable
03

n8n ↗

Connect enquiry details to booking records and your job software, and build follow-up around your intake rules.

Source available · Self-hostable

Build on the foundation

How the services fit together.

The inbox holds the conversation, the booking service manages appointment availability, and the automation service connects them. Use the combination to build intake, missing-detail requests and booking handoffs for your team.

An example application

Put the services to work.

For example, a customer could discuss a job in Chatwoot, receive a suitable booking link and have the appointment details passed to the job system through n8n. Your intake rules determine when a booking is appropriate.

Adapt it to your business

Keep your existing job management software and connect the parts you need. Shape the service areas, appointment types, enquiry questions and review steps around the work you actually take on.