Alex Brooks
Roof inspectionCompletedHow it works
You’re finishing a job. A homeowner needs help.
Here’s how one roof leak request can move from the phone to the workday. Jamie and the job details below are fictional examples.
01 · The call
Someone answers before they call the next roofer.
Jamie noticed a water stain after a storm. Rally asks what happened and whether there’s immediate danger, then gathers the details your team needs.
If the request is a fit and booking is enabled, Rally checks your schedule and records the appointment before confirming it.
Listen to the example call
Rally DemoAppointmentsAppointment
Jamie Carter
Roof leak inspection
Tuesday, September 8
Confirmed2:00–3:00 PM
24 Example Lane · Atlanta
Morgan Ellis
Contact and route
Visit notes
Water stain in upstairs bedroom after last night’s storm. Leak contained. No reported sagging or water near electrical fixtures. Homeowner available after 1 PM.
Assigned technicianMorgan Ellis
02 · The visit
The right person knows where to go—and why.
Your office assigns Morgan to the inspection. The original notes stay with the appointment.
Morgan can open My Day to see the visit, get directions, call Jamie, and add notes from the property.
See scheduling & dispatch Rally DemoDispatchDispatch
Tuesday, September 8 · Team lanes
1Unassigned
3Assigned
1In progress
Morgan Ellis
Jamie Carter
Roof leak inspectionConfirmedSam Taylor
Casey Morgan
Repair assessmentIn progressJordan Lee
Replacement inspectionConfirmed03 · The follow-through
A quote you can check before the customer sees it.
Your team starts Jamie’s quote from a saved repair template. They check the work and price, then review the recipient and email before queuing it to send.
Jamie can read and print the quote through a private link. Opening the preview sends nothing, and an open estimate is never counted as money already earned.
See quoting and follow-up Rally DemoQuote review04 · The agreed job
When the work changes, everyone can see what changed.
Once the estimate has been accepted and your team creates the job, Jamie can review its agreement through a separate private link. Later, the team proposes an additional repair with the scope and price difference clearly recorded.
Jamie approves or declines that change. An approved increase can become an invoice draft; the original agreement and customer response stay on the job. Online payment collection is not part of this flow.
See agreements and approved changes05 · The work
The next visit comes with a plan.
Your office assigns the repair work and plans it onto a visit. The crew can see instructions, prerequisites, required materials, and the completion evidence they need to record.
Record deliveries, inspection results, and actual costs with the job. Keep order commitments, invoice amounts, and recorded payments separate so the office can see what each number means.
See crew and material planningAnd when the caller needs a person?
Rally can pass the reason and details to your team. If the transfer doesn’t connect, a callback stays in view. It doesn’t make up pricing, insurance coverage, or an answer it hasn’t been given.
Hear a request for a personLet’s try a call your business actually gets.
Tell us your trade and the calls you miss. We’ll arrange a walkthrough around your services, schedule, and team.