✦ AI-assisted operating system for service businesses
Capture inquiries, organize leads, prepare estimates, schedule work, invoice customers, record payments, and follow up — without rebuilding the same customer context across disconnected tools.
SchedMate is a scheduling and business management platform for service businesses. It brings bookings, clients, services, team access, estimates, jobs, invoices, payments, reports, automation, and AI-assisted decisions into one workspace.
✦ SchedMate AI
Analyze → Recommend → You decide
Invoice #1042
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The connected workflow
Each stage stays connected to the same customer and work history, so your team can see what happened before and what needs to happen next. Pick a stage to see how the workflow fits together.
Step 01 · Inquiry
Website forms, Forms & Links, a QR code, a referral, or the public Front Desk when a visitor volunteers their details. The submission enters SchedMate instead of a spreadsheet.
Step 02 · Lead
Leads Inbox shows who needs attention; the pipeline board shows where revenue is getting stuck. Drag a card to update its stage.
Step 03 · AI assistance
SchedMate AI is a read-only layer over records you already have. It can Qualify Lead, Draft Reply, and Summarize a customer history — and it stops there.
Step 04 · Estimate / Quotation
The estimate stays tied to the same customer and lead context, so you do not have to rebuild the opportunity from scratch.
Step 05 · Job / Booking
Each booking stays tied to the client, service, time, price, and status. Month, week, day, and agenda views read from the same schedule.
Step 06 · Invoice
Issue date, due date, status, paid amount, and remaining balance stay visible without a calculator.
Step 07 · Payment
Payments and refunds connect back to the invoice, then flow into reports and accounting.
Step 08 · Follow-up
Follow-up dates, an opportunity scan for warm leads and stale estimates, and Autopilot rules you explicitly enable.
Step 09 · Reports
Revenue, bookings, outstanding invoices, and expenses come from the same records the rest of the workspace writes to.
One loop, connected: inquiry → lead → AI insight → your decision → estimate → booking/job → invoice → payment → follow-up → reports.
✦ SchedMate AI
SchedMate AI reads the business context already inside your workspace and turns it into briefs, lead qualification, draft replies, summaries, and opportunities — without changing customer records.
1 · New inquiry
“Hi, how much is AC cleaning? We have 6 units in our office and need service next week.”
2 · Qualify Lead
High-intent lead
3 · Draft Reply
“We may have availability Saturday. Send your location and preferred time so we can confirm the right service and price.”
Identify intent signals in the inquiry you already have and suggest a sensible next step.
Turn a customer message into a professional draft. Review, edit, and send it yourself.
Condense a long history into completed work, balances, recent activity, and rebooking context.
Ask what needs attention today across leads, bookings, open estimates, and unpaid invoices.
Surface warm leads, stale estimates, unpaid invoices, and customers who may be ready to book again.
Ask a focused question about your workspace context and get a concise, read-only answer.
See the real workspace
An English walkthrough using a sample HVAC company: leads and AI-assisted decisions through scheduling, estimates, jobs, invoices, payments, and automation.
What you are looking at
These are real dashboard screens. The notes explain what each area does before you ever create an account.
Website forms, referrals, and manually added prospects live in one opportunity inbox.
Understand open opportunity value and move cards through the sales journey without a separate spreadsheet.
Create a shareable intake link for your website, social channels, email, or a QR code.
Create work once and see it in month, week, day, or agenda views.
Invoices keep issue dates, due dates, status, paid amount, and remaining balance visible.
SchedMate AI analyzes and recommends. Autopilot runs repeatable rules you explicitly enable. n8n, Make, Zapier, and webhooks are optional extensions.
The whole client journey
Connected tools carry a job from first inquiry through to payment, with AI available when you want help deciding the next move.
Services, availability, buffers, statuses, and a timeline that shows what actually happened.
Contact details, notes, history, bookings, and invoices on one profile you can trust.
Share a public invoice link, record payments and refunds, and watch the outstanding balance move.
Revenue, bookings, outstanding invoices, and expenses — read from your records, not estimated.
Share one link so clients can request a service, on any device, whenever they think of it.
Public forms, email notifications, and outgoing webhooks for n8n, Make, Zapier, Slack, or your own server.
Briefs, lead qualification, draft replies, customer summaries, and opportunity scans — plus enabled Autopilot rules for repeatable follow-up work. See how SchedMate AI works →
Website & social inquiry capture
Use a SchedMate-hosted inquiry link or a website form so customer details arrive as organized leads instead of getting lost across inboxes and notes.
Put the public inquiry link in a Facebook post, Messenger auto-reply, Instagram bio, email, QR code, or any channel where you can share a URL.
Use Forms & Links to collect structured inquiry details from your website and route accepted submissions into SchedMate Leads.
Track where an inquiry came from, then qualify it, follow up, prepare an estimate, and continue the workflow inside SchedMate.
How Facebook and Messenger work: share the SchedMate inquiry link in your post, bio, or auto-reply. Regular chat messages are not automatically imported; the customer submits the form, then the accepted inquiry appears in Leads.
Team & access
Invite the people who work with you and give each of them exactly the access their job needs. Four preset roles, no permission spreadsheet to maintain.
Guided setup
Pricing, duration, availability, and the details your business actually needs.
Share your booking page, or add appointments yourself, each one tied to a client.
Raise an invoice, share the link, and record the payment against the job.
Use SchedMate AI to see what needs attention, then enable the Autopilot rules you approve.
Try first. Decide later.
Begin with a seven-day trial: the core workspace is fully unlocked, plus 3 SchedMate AI actions. No credit card, and no automatic charge when it ends.
7-day trial
$0
Core workspace access plus 3 SchedMate AI actions total. No credit card and no automatic charge.
Start the trialSchedMate Pro The single paid plan
$29.99/month
Billed monthly. Cancel anytime.
No surprise AI overage charges.
Solutions by service business
Before you start
Still unsure? Talk to us — there is no sales call in the trial.
No. The seven-day trial fully unlocks the core workspace without a card and includes 3 SchedMate AI actions. There is no automatic charge when it ends.
Nothing is charged automatically. If you want to keep going, SchedMate Pro is $29.99 per month, billed monthly, and you can cancel at any time.
The core workspace is not cut down: bookings, clients, invoices, payments, reports, the public booking page, Automation Hub, and Team & Access are available. SchedMate AI is capped at 3 actions during the free trial so AI provider costs stay controlled.
No. The AI assistant is read-only: it analyzes, drafts, and recommends. You review the result and decide what to do. Autopilot is a separate workflow engine that only runs the rules and channels you explicitly enable.
One accepted AI request — Daily Brief, Qualify Lead, Draft Reply, Summarize Customer, Find Opportunities, or a focused Ask SchedMate request. Normal work such as adding a client, creating a booking, or recording a payment does not consume an AI action.
Yes. Team & Access has four preset roles — Owner, Manager, Front Desk, and Service Provider — so each person gets the access their job needs. Billing and workspace ownership are never handed over by an invitation.
Yes. You can export your data, or delete the workspace, whenever you decide.
The Automation Hub sends outgoing webhook events and supports public forms and email notifications, so you can connect n8n, Make, Zapier, Slack, a CRM, or your own server.
Google Sign-In is optional. If you use it, SchedMate receives your email address and basic profile information to authenticate you. It does not request access to Gmail or Google Calendar, and SchedMate does not currently offer a Google Calendar integration. Read the Privacy Policy →
Yes, through SchedMate Forms & Links. You can share a tracked SchedMate inquiry URL in Facebook or Messenger, or use the supported website form/embed flow. A regular Messenger conversation is not automatically copied into SchedMate unless you use a separately supported integration.
No. SchedMate provides operational accounting-style visibility for invoices, payments, balances, expenses, and reports connected to your service workflow. Businesses with formal bookkeeping, tax, payroll, or statutory accounting needs should continue using the appropriate accounting process or professional tools alongside SchedMate.
Bring your leads, bookings, clients, jobs, invoices, and automations into one workspace — then let SchedMate AI help you see what deserves attention next.