Roofing crew installing shingles on a residential roof

Booked and Confirmed

Booking

Speed-to-lead, the rep calendar, and the confirmations that get a rep to a sit that still happens. The CSR lives here.

Booking works alone, and it works better stacked with Surveys, Doors, and Present and Sign.

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Who it's for

Booking has one job.

For the office that has to answer a new lead quickly and then protect the appointment until the rep is at the door. The CSR confirms and reschedules. It does not quote, discount, or send a signing link.

Selling Booking by itself is coming as a standalone add-on. The setter, the calendar, confirmations, and the CSR already run in the product.

What it does

Already in the product.

Speed-to-lead

New leads land on a setter worklist. The first outreach is a text, with a call when the lead needs one.

Schedule

Create and move appointments against the rep's open times. The homeowner can pick a time from their own link.

Confirm

A cadence before the visit, with a one-tap confirm link. The CSR works objections about keeping or moving the appointment.

No-show recovery

When a visit is marked a no-show, a short rebook cadence asks the homeowner for a new time.

How it connects

Captured, Booked, Confirmed, the sit, then Rehashed or signed.

Every app reads and writes the same record. Highlighted steps are the ones this app runs.

  1. Captured
  2. Booked
  3. Confirmed
  4. The sit
  5. Rehashed or signed

Shared base

One company. One login. One address.

Company

One company account: brand, hours, phone, and the public addresses homeowners already use.

Users and roles

The people on the team, and which screens each role can open.

Address-keyed lead record

The house is the spine. Contacts attach to the address, so a spouse calling back is the same lead.

Billing

Billing stays with the company. Charging for each app on its own is coming as a standalone add-on. Book a demo until then. There is no self-serve checkout on this site.

See how a lead becomes a sit that sticks.

A short walkthrough of the first text, the calendar, and the confirmation cadence. Book a demo.

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Sales representative presenting a roof estimate to homeowners at a kitchen table