AI job booking — when it actually makes sense.
Casey helps move qualified conversations toward scheduling while ensuring the right jobs are booked — and the wrong ones aren't.
What AI Job Booking means at Casey
AI Job Booking is the ability for Casey to guide qualified inbound leads toward scheduling when conditions are clear — and to escalate to humans when they're not.
This is not blind automation. Booking only happens when predefined criteria are met.
From inquiry to booked job
Watch Casey take a bathroom tiling inquiry from first message to confirmed appointment — qualifying the lead and booking the estimate automatically.
Hi, I need someone to re-tile my bathroom floor. It's about 80 sq ft. Do you do that kind of work?
Hi! Yes, bathroom floor tiling is one of our specialties. 80 sq ft is a standard bathroom size — we handle those regularly. A few quick questions: 1. Do you have a tile picked out, or would you like help choosing? 2. Does the subfloor need any repair, or is it in good shape? 3. Is there a specific timeline you're working with?
We picked out a porcelain tile from Floor & Decor. The subfloor seems fine but it's been a while since anyone looked at it. We'd love to get it done before the holidays if possible.
Great taste — porcelain is perfect for bathrooms. We'll check the subfloor during the estimate visit and let you know if anything needs attention before tiling. Before the holidays is definitely doable! Would you be available this week for a quick in-home estimate? We have openings on Wednesday and Thursday afternoon.
Thursday at 10am would be perfect!
Thursday at 10:00 AM — you're all set! I've booked that for you. One of our tile specialists will come out, inspect the subfloor, take measurements, and give you a detailed quote on the spot. You'll get a confirmation text shortly. See you Thursday!
Why "automated booking" often goes wrong
Many scheduling tools try to book every inquiry as fast as possible. In real operations, that leads to bad bookings, wasted trips, and frustrated teams.
Different services, platforms, and job types require different levels of confidence before scheduling. Casey is designed around those realities.
Speed still matters, though. Lead response time research shows that 78% of customers choose the first responder — so the goal is to respond fast and book accurately.
How booking decisions are made
Casey evaluates multiple signals before moving a conversation toward scheduling, including:
- Job type and service category
- Customer clarity and intent
- Urgency and availability
- Platform context (LSA, Yelp, Meta, forms, etc.)
- Business-defined rules
If the criteria aren't met, the conversation is escalated — not forced.
Common booking workflows
Direct booking
For simple, well-defined services with clear intent
Human-assisted booking
Casey gathers details, then routes to a team member or call center
Deferred booking
Follow-up happens later once clarity improves
Booking adapts to the platform
Booking behavior varies by lead source. Casey adjusts its approach based on where the lead comes from.
AI assists — humans decide
Casey helps with:
- Confirming service type
- Gathering job details
- Preparing scheduling context
- Proposing next steps
Humans handle:
- Edge cases
- Pricing nuance
- Complex scheduling
- Final confirmation (when required)
Who AI Job Booking is for
Good fit:
- Businesses with repeatable services
- Teams overwhelmed by inbound leads
- Agencies managing booking workflows
- Operations with clear booking rules
Not a fit:
- Highly custom one-off jobs
- Businesses without defined services
- Teams that want zero oversight
Common questions
Answers to frequently asked questions about AI Job Booking.
No. Booking only happens when predefined conditions are met.
See how Casey moves leads toward booking
Explore how Casey handles booking decisions across different platforms and workflows.