BusinessDesk

Front desk and back office, in one place

Your front desk answers every call, even when you’re out on a job.

An AI receptionist answers in your business’s name and books real times on your real calendar. See today’s jobs, routes, customers, and money — on your phone or at the desk.

Built to work for any appointment-based business. Proven first with a driving school.

Lakeside Mechanical

Tuesday, Nov 10

6 jobs · 1 callback

Your day

Maya’s route

  • 8:30Furnace check

    14 Oak St · Sarah

  • 10:15Travel · 22 min
  • 10:45Boiler repair

    88 Pine Ave · Marcus

  • 1:00Tire swap at shop

    Main bay · Elena

Booked ahead

$2,840

Collected

$1,150

AI answering as

Lakeside Mechanical

“Booked Thursday at 2:30. Confirmation text sent to Jordan.”

The usual mess

The phone rings while your hands are busy.

You’re under a car, in a crawl space, or between jobs. Calls go to voicemail. Times get written on scraps of paper. Two jobs land at the same time, and nobody checked if you could make it across town.

What goes wrong

  • You miss calls when you’re on a job.
  • Bookings live in texts, notebooks, and someone’s head.
  • Two people get booked for the same slot.
  • Travel time gets guessed — and then you’re late.

What changes

  • The phone is answered in your business’s name.
  • Bookings land on your real calendar, with travel time worked out.
  • Customer records, documents, and payments sit in one place.
  • You see the day, the routes, and the money at a glance.

How a call turns into a booking

01

A call comes in

The AI receptionist answers in your name. It can recognise a returning customer by their number and greet them. You can have calls ring you first, or go straight to the AI.

02

It books a real time

It checks your hours and existing bookings before offering a slot. It can book, move, or cancel. It won't double-book a team member or a vehicle. Travel time between jobs is factored in.

03

It lands on your desk

A confirmation text goes out, unless the customer has opted out of appointment texts. The call is logged on the customer's record. If the AI can't help, it takes a callback for you.

What you get

Everything that used to live in a notebook.

Runs in the browser on a phone, tablet, or desktop. You can add it to your home screen — no app store needed.

Inbound call

Live

Jordan Hale

Returning customer · next visit Thu 2:30

Checked the calendar — Thu 2:30 is free, including travel.
Booked. Confirmation text queued.

AI receptionist

Answers in your business’s name, with a natural voice. It checks real availability, then books, moves, or cancels. It never makes up times, and it won’t double-book. After the call, a short spoken summary, and a text confirmation if the customer hasn’t opted out.

Wednesday

9:00–10:00Inspect furnace · 12 Elm
10:00–10:28Travel 23 min + buffer — tight for a 10:15 start
10:30–12:00Water heater · 410 West End

Calendar with travel time

Day, week, and month views in your timezone. Service lengths and prices come from your own list. The app estimates driving time between jobs, adds a buffer, and warns you when back-to-back appointments aren’t realistic. You can override the warning.

Follow up

1 callback, 1 booking request

Today

6 appointments

Your day, with routes

One screen for today’s appointments, things to follow up — callbacks and booking requests — and a map of each team member’s stops. Filter the map by person so you can see a route at a glance.

JH

Jordan Hale

Usual address · 19 Cedar Lane

4 left

credits

$180

outstanding

2 files

documents

Timeline · call, text, note, visit

Customer records

Name, phone, email, usual address, notes, and a timeline of texts, calls, and messages. Upcoming and past appointments sit on the same page. Upload documents, assign a package, and record payments. Text and recording consent are stored per customer.

Next 7 days booked

$2,840

Still to collect

$640

Money view

See payments already received and the value of work already on the calendar. Track what’s booked in the next 7 days, what’s still to collect, credits left on packages, and open callbacks. You record e-transfers, cash, and other payments in the app.

Hi Jordan — you’re booked Thursday at 2:30 at 19 Cedar Lane. Reply if you need to change it.
Appointment texts onPromo texts need a yes

Texts that respect consent

Booking confirmations go out automatically, and you can text a customer from their record. Appointment texts are sent unless someone has opted out. Promotional texts and “a slot just opened” messages need an explicit yes. Under-18s need a parent or guardian on file before any text is sent.

ImportExport

One file in, one file out

Bring your whole business in from one spreadsheet — customers, packages, payments, appointments, and notes. A blank template is provided. The file is checked before anything is saved. If a row fails, nothing is imported, and you’ll see which rows to fix. Export the same way anytime, as a backup you can bring back in as-is.

Coming with your account: a customer portal so people can sign in, see their appointments and credits, book an open time, cancel, or ask for a different time, and message you.

Who it’s for

Small businesses that work by appointment.

If you take bookings, go to the customer or meet them at your place, and often can’t get to the phone — this is built for you. Businesses that travel between jobs get the most from travel time and routes.

Built to work for any appointment-based business. Proven first with a driving school.

HVAC & plumbing

You go to them

Mechanics & tire shops

They come to you

Mobile services

You travel to the work

Lessons & coaching

Sessions on a schedule

Salons & studios

Chairs and rooms

Clinics & practices

Booked visits

Getting started

We set you up together.

There’s no self-serve sign-up. Book a setup call, and we’ll get your business running on BusinessDesk — including your wording, services, and phone assistant.

  1. 1

    We set up the business

    Your record, wording, services, and the phone assistant's script — done with our team.

  2. 2

    You fill in the details

    Create your account, then add hours, services, prices, tax, team members, locations, and your logo.

  3. 3

    Bring your records in

    Use the spreadsheet template to import existing customers, packages, payments, and appointments.

  4. 4

    Connect your number

    We hook the assistant and texting up to the phone number you already have. We don't sell you a new one.

  5. 5

    Choose how calls ring

    Ring you first, then the AI — or let the AI answer directly. You're in control.

Common questions

Do I have to change my phone number?

No. You use the number you already have. We connect the AI receptionist and texting to it. BusinessDesk does not sell or provide phone numbers.

Can my customers book online themselves?

A customer portal is coming with your account. Customers will be able to sign in, see appointments and credits, book an open time in the next two weeks, cancel, or ask for a different time — and message you. Asking for a new time sends a request; it doesn't move the booking on its own.

Is this only for driving schools?

No. Built to work for any appointment-based business. Proven first with a driving school. We set up your wording, services, and phone-assistant script with you.

Will it double-book my people or vehicles?

No. The calendar itself blocks a team member or a resource — like a vehicle — from being booked twice. The AI can't override that.

Does it take card payments online?

Not yet. You record e-transfers, cash, and other payments in the app, and you can sell a package to a customer there. Online payments are not built yet.

Does it work on my phone?

Yes. It runs in the browser on a phone, tablet, or desktop. You can add it to your home screen. No app store needed.

How do I get started?

Book a setup call or join the pilot. We set you up together. There's no self-serve sign-up yet.

Contact

Book a setup call.

Tell us a little about your business. We’ll get back to you to set up a call, or to talk about joining the pilot.