--- mode: flex title: "Online Booking Proposal for Hollisfen Home Services" author: "SlideWeave Team" theme: "minimal" category: "deck" blurb: "A services proposal for a home repair company: the problem in the client's own numbers, scope, an 11-week plan, phased pricing and the metrics that define success." order: 2 lang: "en" share_url: "https://app.slideweave.com/viewer/8306e049-e4c0-4b9d-90fc-e896bcf43204?share=b44d8020ae54d6f57d4ca03de03bc374fcaa64ef18a54e40" --- # Online Booking That Dispatch Doesn't Retype ## A proposal from Tessaline Studio for Hollisfen Home Services, September 2026 --- ## What We Heard in Discovery - Hollisfen runs HVAC and plumbing crews out of 14 branches - 71% of service bookings still come in by phone, and peak-hour hold time averages 9 minutes - About 1 in 6 callers hangs up before booking - The web form sends an email that a dispatcher retypes into the scheduling system, roughly 20 hours of work a week ::: info **Customers are willing to book online.** The current form just can't show them a real time slot, so most of them call anyway. ::: --- ## What We're Proposing 1. A booking page that shows real technician availability by branch and service type 2. Two-way sync with your field service software, so a web booking lands on the dispatch board with no retyping 3. Text confirmations and a reminder the day before, with a link to reschedule 4. A short playbook and training for dispatchers and branch managers --- ## In Scope and Out of Scope | In scope | Out of scope | |----------|--------------| | Booking page for repair and maintenance visits | Quotes for new system installs | | Integration with your current field service software | Replacing that software | | Text confirmations and reminders | A native mobile app | | Reporting on online vs. phone bookings | Changes to the payment process | --- ## An 11-Week Plan <> gantt title Online booking project dateFormat YYYY-MM-DD axisFormat %b %d section Discovery Integration audit and booking rules :a1, 2026-10-05, 14d section Design and build Booking flow design :a2, after a1, 21d Build and integration :a3, after a1, 42d section Launch Beta at two branches :a4, after a3, 14d Rollout to all 14 branches :a5, after a4, 7d --- ## Investment | Phase | Length | Main deliverable | Fee | |-------|--------|------------------|-----| | Discovery | 2 weeks | Integration plan and booking rules signed off | $18,000 | | Design and build | 6 weeks | Working booking page connected to dispatch | $96,000 | | Beta and rollout | 3 weeks | Live at all 14 branches, staff trained | $14,000 | | **Total** | **11 weeks** | | **$128,000** | Fees are fixed per phase and invoiced when each phase is accepted. After launch, an optional support plan runs $3,500 a month, month to month. --- ## How We'll Measure Success | Metric | Today | Target, 90 days after launch | |--------|-------|------------------------------| | Share of bookings made online | 29% | 55% | | Callers who hang up before booking | 17% | Under 8% | | Dispatcher hours spent retyping web requests | ~20 a week | None | We re-measure the baseline during discovery with full data. If it moves, the targets move with it before the build starts. --- ## Assumptions and Risks ::: warning **Text message sender registration can take two to four weeks.** We start it in week one so it's approved before the beta; if it slips, the beta runs with email confirmations only. ::: - Your field service software vendor grants API sandbox access in week one - A lead dispatcher is available four hours a week through the beta - Branch managers at the two beta branches agree to the beta dates by October 19 --- ## Next Steps 1. Walk through this proposal with Operations and Customer Service, week of September 28 2. Sign the statement of work by October 1 3. Kick off discovery on October 5 **Contact**: proposals@tessaline.example @notes This proposal is built to be reused. The section order, the in-scope and out-of-scope table and the rule about re-measuring the baseline stay the same for every client. The discovery findings, the numbers, the plan and the fees are rewritten each time.