For the phone
Answer with your greeting, capture the request, book an available time, or bring in a person.
- Your services, hours, and service area
- Call summaries and callback requests
- Customer context for repeat callers
Product
Less chasing details. More getting the work done.
Start with the phone coverage you need. Keep the visit, agreed work, crew tasks, materials, and billing records connected as the job moves forward.
For the office
Pick up the customer’s history and book or quote without starting from scratch.
- Past visits, properties, and equipment records
- Reusable quote templates with your prices
- Customer email review before sending
For the crew
Give the person doing the work the same details the office has.
- A personal My Day view
- Visit notes, directions, and customer calls
- Checklists, photos, and visit progress
A connected workday
See who’s going. Spot what’s unassigned.
The dispatch view puts visits and technician schedules together. Your team can assign work, check availability, and keep the next visit moving.
No need to buy into every workflow at once. During onboarding, we’ll decide which parts belong in your pilot.
Rally DemoDispatchDispatch
Tuesday, September 8 · Team lanes
1Unassigned
3Assigned
1In progress
Morgan Ellis
Alex Brooks
Roof inspectionCompletedJamie Carter
Roof leak inspectionConfirmedSam Taylor
Casey Morgan
Repair assessmentIn progressJordan Lee
Replacement inspectionConfirmedAfter the visit
Your usual work. A quote you’ve checked.
Start with your saved work and prices. Your team checks the scope, line items, and total before sending.
Preview what the customer will see, then review the recipient and email before queuing it to send. Creating a draft or opening a preview sends nothing.
Quote and invoice emails need a configured sender. Quote previews are read-only. Separate job-agreement and change-order links support customer approval; initial online quote acceptance and payment collection are not available.
See the updated walkthrough Rally DemoEstimatesCreate a draft quote
Customer
Jamie Carter
Opportunity (optional)
Roof leak repair
Find a template
Leak repair
Quote template (optional)
Flashing repair · $685.00
Work summary
Replace damaged flashing at the leak, reseal the affected area, and check the surrounding shingles.
Create draft quote
Review line items and totals before previewing or sending.
The rest of the job
Keep the loose ends in view.
Keep property, equipment, warranty, and service-plan records with the customer. Review due work, pause or restart a plan, and preserve its service history. See customer history.
Prepare one follow-up email for a selected sent estimate. Review the wording, timing, and stop rules first. Delivery needs separate pilot setup and testing; it’s off by default.
Share a private, expiring, read-only customer link to appointments, work, estimates, and invoices.
Payment collection is not live. SMS needs approval. Routes are map-assisted, not automatically optimized. We’ll agree on any outside-software integration during onboarding.
Agreements & changes
Keep the agreed work clear when the job changes.
Share a private review link for a job agreement or proposed change. The customer can review the scope and price, then approve or decline. Their response stays with the job.
Carry approved increases into invoice drafts and record supported reductions as credits or draft adjustments. Keep the original agreement and the history of each change.
Customer review links are separate from read-only status links. Creating a link does not send it. Billing records do not move money or collect a payment.
Follow an example changeReady for the work
Give the crew a plan they can use.
Tasks and responsibilities
Break a job into work packages, assign a lead and internal crew, and plan the work onto visits. Reuse task templates and show what must finish before the next task can start.
Materials and costs
Plan required materials, record orders you’ve placed, and track deliveries before work starts. Keep actual job costs separate from order commitments, with a history of adjustments.
Evidence of completion
Put instructions, completion notes, photos, and required inspections with the work. The visit brief shows the tasks for that visit and the requirements still to meet.
Supplier orders and costs are records your team maintains. Rally does not automatically purchase materials or pay suppliers.
Start with the part of your workday that needs help.
Tell us your trade and the calls you miss. We’ll arrange a walkthrough around your services, schedule, and team.