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Schedule Engine Product Updates

March 16, 2022

5 minute read

Written by Schedule Engine

Since our founding in 2016, our mission at Schedule Engine has been consistent: create solutions made for contractors, by contractors. We create solutions that simplify our contractors' lives and help them scale their businesses.

We're proud of the work we've been able to accomplish over the last 6 years. The most rewarding part of the journey has been seeing our clients' achieve great success and growth - and being able to be a part of how many of you have delivered, and continue to deliver, exceptional experiences for your customers.

In 2021, we were proud to support contractors in over 1.3M customer interactions, leading to 460K job bookings, 198K new customers added to contractor's customer base, and over 45K CS hours saved through smart online scheduling.

Alongside our clients, we've grown from a home services online booking solution to a fully integrated live and automated solution for contractors, focused on capturing jobs at any hour of any day, giving your customers the flexibility to book how they want, when they want, and giving you greater insight into your customers so you're empowered to make the right decisions based on your business needs.

Recent Releases

Online Scheduler Auto Advance Means Less Friction and More Booked Jobs

Sometimes the small changes make the biggest impact. With the auto advance function in your Online Scheduler, your customers no longer have to click 'Next" as they move through the scheduling flow.

This enhancement has reduced clicks by 30% to boost overall job booking completion and simplified the conversion process.

Enhanced Integrations for Higher Marketing ROI and Effortless Operations

In 2021, we also expanded our Field Service Management software partnerships and integrations, from ServiceTitan to Housecall Pro to Successware, and more. Our clients can now transfer marketing campaign information straight into ServiceTitan with our improved booking tracking & customer insights.

These enhancements allow you to have more visibility into your marketing ROI, whether you're looking to improve your Google Business Profile Analytics, your marketing campaigns on your social channels, or whatever marketing proposals you have planned in the future.



To keep your business operating as usual, we're continuing to grow our partnerships with ServiceTitan and Successware. We plan to continue our enhancements through our Successware Time Slot Capacity Module (TCM) full integration and our ServiceTitan V2 Stabilized Integration.

We're working diligently to ensure Schedule Engine is fully enabled to utilize ServiceTitan's new API with Online Scheduling and paving the way to do additional enhancements to continue to exceed expectations with our Live Voice and Live Chat.

We integrate with your dispatching software, your customer data, and your service locations to ensure you can effortlessly accelerate your business options and offer the most streamlined experience across all your customer touchpoints.

We work how you work.

Greater Efficiency with Webhooks

In an attempt to further streamline and simplify your ways of working, Schedule Engine also introduced webhooks. Webhooks allow systems to send automated messages or information to each other; it's how Schedule Engine can automatically update your calendar with new jobs or push marketing data directly into custom sheets for analysis.

This enhancement means no more constantly exporting and uploading data from disparate systems. And it is leading into the enhancements that are coming soon.

Now, we're expanding our webhooks integration with what we're calling BYOI (Bring Your Own Integration). This is an easy-to-configure option for other contractor solutions to lightly integrate with Schedule Engine.

For any customers without FSM software or marketing agencies, we are launching an open API to offer a more in-depth interface to be able to read and write data within Schedule Engine. Marketing agencies will be able to get much greater insight into the data, and in the future, even push data into Schedule Engine.

Higher Lead Conversion and Network Visibility with Schedule Engine Enterprise

Schedule Engine integrates not only with home services contractors, but also helps supercharge lead conversion for manufacturers with Schedule Engine Enterprise.

It's been incredibly exciting to partner with Fujitsu, Rheem & Ruud, and more as we help them build brand value through an elevated customer experience and provide end-to-end visibility into the performance of their provider networks.


Live Voice Captures Overflow and After-Hours Demand With Escalation Paths

We can now help you field every call so you can capture every opportunity and book jobs with around-the-clock support from industry-trained agents ready to serve your customers after hours or when you are tied up.

Trusted call coverage helps you book complete jobs directly into your system so you can stay focused on what's ahead with less carryover from the day before. Our agents are supported by the same scheduling technology as our Online Scheduling services, making the management of your complex schedules and service areas a breeze.

Our customized escalations workflows help us field all of your customer calls (general inquiries, Schedule Engine Bookings and Priority Requests) and push priority job requests to the right person. You have a trusted first line of defense ready to serve your customers with Live Voice, helping you sleep a little easier and route calls where you want them, how you want them.

Upcoming Releases

New Schedule Engine Dashboard Helps You Maximize Conversion

Coming soon is a new Schedule Engine dashboard. We've just begun beta testing the new dashboard with a few of our clients and over the course of the next few months, it will expand to the rest of our customers.

With a whole new look and feel, you'll also be able to file support tickets, more accessibly sort through your Customer Insights analytics, and enjoy dynamic configurability options that will help you maximize your conversion performance beyond what currently exists in the industry.

New Online Scheduler Configurability Options Simplify and Streamline The Scheduling Process

In an effort to help contractors have more configurability options that are unique to your brand, our engineers have created new configurability templates that address options such as:

  • Custom van & logo branding for your entry screen

  • Deep links to specific scheduling types for new marketing campaigns

  • A configured flow based on your unique operations and customer journeys, like:

    • Our lowest friction standard flow

    • COVID-related questioning

    • Unique homeowner questions such as pet ownership

    • Outcomes-based availability settings

    • Different capacity integrations


We have worked with your feedback and your business needs to provide you unique scheduling determiners to ensure you are serving your customers the way they want you to. We're working to take a complex scheduling process and scale it with configurability options that make sense and make it easy to book a job, but give you and your customers enough options and qualifying questions to truly make online scheduling a low lift for you and your team.

The Future of Schedule Engine: Simplicity at Scale

We know there are many variables outside of your control that you have to manage day-to-day. And even more is getting added to your plate. Our commitment continues to be to invest in developing the resources, support, and tools you need most.

Please continue inspiring us with your feedback because it helps us better serve you. We're here to help you grow and succeed and we know there are great things ahead in 2022 and beyond.

To learn more, watch our 60-minute webinar, Schedule Engine: Simplicity at Scale.

Watch Now

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