Customer Self-Scheduling

Put Scheduling in your Customer's Hands

AEX Customer Self-Scheduling portal lets your subscribers confirm, reschedule, change their service address, or upgrade their package without ever picking up the phone. Delivered through a single secure link sent via SMS or email, the portal is frictionless by design: no logins, no passwords, no hold times. Every change a customer makes syncs instantly with AEX Field Squared, updating scheduling, dispatch, and work order management in real time. The result is fewer no-shows, fewer wasted truck rolls, and a customer experience that actually reflects your brand.

Cut No-Shows and Wasted Truck Rolls: Field service companies lose an average of $2,400 per month from missed appointments. Self-scheduling paired with automated reminders closes that gap automatically.

Deliver the Experience Customers Expect: 89% of consumers want to schedule and manage appointments online, yet most providers still rely on phone calls. Give your subscribers the digital experience they expect.

Capture Upsell Revenue at Appointment Time: Customers can upgrade their service package directly in the portal without cancelling. A routine confirmation becomes a revenue-generating moment.

employee performance

Eliminate Back-Office Manual Work: Every customer action syncs in real time with AEX Field Squared, automatically updating scheduling, dispatch, and work orders with no manual re-entry required.

Self-Scheduler-Reschedule

APPOINTMENT MANAGEMENT

Customer Driven Rescheduling

89% of consumers want 24/7 online scheduling, but only 63% of providers offer it. Now you can.

When customers can move their own appointments from a secure link in their SMS or email, no-shows drop, contact center volume falls, and your technicians arrive at doors where someone is actually home.

Win on customer experience by offering round-the-clock self-service scheduling
Fewer no-shows means less wasted technician time and more installs completed per day
Customer self-service means fewer calls to your contact center
Real-time availability pulled directly from Field Squared keeps your schedule protected
Every reschedule syncs instantly across dispatch and work order management

Change Address

ADDRESS MANAGEMENT

Customer Driven Address Updates

A wrong address on an order means a wasted truck roll and a frustrated customer. With self-scheduling, customers can correct their service address directly in the portal before the technician ever leaves the depot, eliminating one of the most common and costly causes of failed installations.

Eliminate address errors before they become wasted truck rolls
Customers update their service address on their own, no cancellation required
Address validation confirms serviceability before the change is saved
Updated address syncs instantly to dispatch and work order management

Self-Scheduler Change plan

IN-PORTAL UPSELL

Package Upgrades at the Point of Scheduling

The moment a customer is thinking about their installation is exactly when they are most open to upgrading. The self-scheduling portal surfaces available packages at the same time customers manage their appointment, turning a routine confirmation into a revenue opportunity your team never had to pursue.

Capture upsell revenue at the highest-intent moment in the customer journey
Customers upgrade their plan without cancelling or rescheduling
New order created automatically in AEX One, work order updated behind the scenes
No action required from your contact center or operations team
Every upgrade syncs instantly across scheduling, dispatch, and billing

appointment reminder

NOTIFICATIONS & REMINDERS

Automated Appointment Reminders

Most no-shows are not deliberate. Customers forget, plans shift, and without a prompt, they never think to call. AEX One sends automated reminders via SMS and email at configurable intervals, each including the self-scheduling link so customers can act immediately if they need to make changes.

Cut missed appointments with booking confirmation, day-before, and day-of reminders
Every notification includes the manage-order link for instant self-service changes
Reduces inbound contact center calls driven by appointment confusion
Reminder cadence is configurable to match your operational preferences
Keeps customers informed without any manual outreach from your team

security

SECURITY AND ACCESS

Secure Access With No Login Required

Customers abandon self-service tools when they hit a login wall. AEX One removes that friction entirely. Access is delivered through a unique, protected link tied to a specific order, so customers get in fast, and your team never has to manage accounts, passwords, or reset requests.

Frictionless access means more customers actually use the portal
Protected links keep customer data secure without requiring account creation
Customers interact with their own order data only
No usernames, passwords, or IT overhead required
Unique secure link per order, delivered via SMS or email

Can customers reschedule their installation appointment without calling?

Yes. A secure link in their booking SMS or email lets them pick a new time from live availability at any time of day. Every change syncs instantly across scheduling, dispatch, and work order management.

How does self-scheduling reduce no-shows?

Automated reminders at booking, the day before, and day-of each include the reschedule link. Customers who need to move an appointment can do it in seconds, before it becomes a wasted truck roll.

Can customers update their service address or upgrade their plan without cancelling?

Yes. Both are handled directly in the portal without cancelling the existing appointment. Changes sync automatically across AEX One and Field Squared with no manual re-entry required.

Is the portal secure if customers do not need a login?

Yes. Access is controlled through a unique, time-limited link tied to a specific order. Customers can only view and update their own order data.

What does Customer Self-Scheduling require to get started?

It requires AEX Field Squared and AEX One. No additional setup or third-party tools needed.