The right property
Keep service properties separate from billing details, with additional contacts such as the owner, tenant, or person on site.
Customers & service
Know the history before the next visit.
When a customer calls again, your office shouldn’t have to piece the story together from old messages and someone’s memory.
One place to pick up
“Have we been out there before?”
Find the past calls, appointments, service notes, and quotes in the customer’s history. See the next visit and the work still waiting for attention.
Book another appointment or start a quote from the same record. The customer details come with you.
See how office booking works
Rally DemoCustomers / Jamie CarterCustomer
Jamie Carter
Next appointmentRoof inspection · Tomorrow, 2–3 PMAssigned to Morgan
Customer history
- AppointmentRoof inspection bookedToday
Water stain after the storm. Inspect flashing above the back bedroom.
- CallReturning customer needs helpToday
Request and callback details saved for the team.
- ServiceGutter inspection completedMay 12
Visit notes stay with the customer.
The equipment details
Keep equipment and warranty records with the customer so your staff can look them up before another visit.
The next service
Track service plans and due work. When your team records a completed service, the next due date moves forward.
A helpful record. Not a promise made on your behalf.
Service plans track work; they don’t automatically book a visit, text the customer, or collect payment. Equipment and warranty notes help your staff—they aren’t a diagnosis or a coverage decision from the receptionist.
See what happens when it’s time to quoteLess remembering. Less retyping. A clearer next visit.
Tell us your trade and the calls you miss. We’ll arrange a walkthrough around your services, schedule, and team.