Scheduling
Book the inspection while the customer is still on the phone.
Rally checks your actual availability and records the appointment before telling the caller it is booked.
Native from day one
Start without connecting another calendar.
Set the appointment type, available days, daily hours, visit length, simultaneous capacity, minimum notice, booking horizon, arrival window, and a fixed travel or setup buffer.
Staff-entered visits, phone bookings, and one-off blocked time all use the same rules.
During the call
Offer. Recheck. Commit. Then confirm.
- 1Find a valid opening
Rally checks hours, capacity, notice, horizon, existing work, and blocked time.
- 2Ask whether it works
The caller hears an available window—not an appointment that does not yet exist.
- 3Commit the appointment
The accepted time is checked again and recorded in one transaction.
- 4Confirm truthfully
Only a successful write permits Rally to tell the caller the visit is booked.
Rally enforces a fixed travel/setup buffer. Road-distance verification, route optimization, crew-aware insertion, external-calendar synchronization, and caller-led rescheduling are not generally available today.
Test booking against your rules.
We will configure a roofing scenario around your services and show you exactly what the caller and your team experience.