Frequently asked questions

Customer follow-up software helps a team keep track of customers who still need a response, decision, or next action. Rebook brings unanswered leads, open quotes, recommended work, postponed jobs, and future service into one shared follow-up queue.

Rebook is designed for service businesses that manage customer opportunities across spreadsheets, calendars, exports, notes, or memory. It gives coordinators and owners a clear view of what needs attention and what should happen next.

No. Rebook is a focused customer follow-up system, not a full CRM. It helps your team recover unfinished opportunities while your existing CRM, calendar, scheduling, and business systems remain in charge.

Add a new lead manually or import it from an existing list. Rebook records the reason for the opportunity, its due date, the latest contact, and the next action. The lead remains visible until it is booked, deferred, declined, or closed.

Yes. Rebook can track quotes and recommended work that are still waiting for a customer decision. Your team can see when to follow up, record each contact attempt, and keep the opportunity open until there is a clear outcome.

Yes. You can create future-service opportunities using dates or service intervals supplied by your business. Rebook shows the work before it becomes due and can create the next expected opportunity after completed service. It does not determine legal or technical service intervals.

Rebook supports approved reminders when a supported messaging channel is configured. Your team controls the wording, timing, follow-up limits, and suppression rules. You can also record calls, emails, texts, or conversations completed outside Rebook.

The opportunity stays visible with a next action. Silence does not automatically close the work. If the follow-up limit is reached or information needs attention, the record can move to Needs Review for a person to resolve.

Yes. You can import a CSV or exported list instead of migrating to a new CRM. Rebook previews the data and flags incomplete, invalid, duplicate, or ambiguous records before they become active follow-up work.

Rebook checks for related open opportunities and recent customer contact. It can warn the team when the customer may already have been contacted or when one conversation could cover several related items.

Rebook records bookings created through the follow-up process and calculates estimated recovered revenue using values supplied by the business. Work that was already booked before entering the recovery process is excluded.

No. Your existing calendar or scheduling system remains the source of truth for confirmed appointments. Rebook records the booking reference or date so the follow-up opportunity can be closed correctly.