Appointment Scheduling & Crew Routing
Inspections book straight onto the right crew's calendar by area, with reminders at 24 hours and 1 hour and automatic recovery when someone doesn't show.
The problem
Phone tag costs you more inspections than a bad quote ever will
Booking an inspection the manual way takes three calls, two voicemails, and a text — and every round trip is another chance for the homeowner to book with someone easier to deal with. Then there's the routing problem: an inspection booked without regard to where your crews already are means an hour of driving that could have been another job. And a no-show, unrecovered, is a slot you can never sell again.
Every extra step between 'I'm interested' and 'it's in the diary' is a step where you lose people.
What it actually does
In plain terms.
Homeowners self-book inspections from real availability on your crews' live calendars
Bookings route by area so the nearest available crew takes the job and drive time stays down
Automatic reminders at 24 hours and 1 hour before the appointment, by text and email
No-show recovery that reaches out the moment an appointment is missed and offers a rebook
Rescheduling handled by the homeowner directly, without a call to your office
In practice
A homeowner wants an inspection but works during your office hours
Without Orbit
- You call at 10 AM. They're in a meeting.
- They call back at 4 PM. Your office has gone quiet.
- Two days of phone tag before a date is agreed.
- They don't show, and nobody notices until the crew arrives.
With Orbit
- They pick a slot from a link, on their lunch break.
- The nearest crew's calendar takes it automatically.
- Reminders land the day before and an hour before.
- A missed slot triggers an immediate rebook offer.
How it fires
Step by step, in your business.
A slot is offered
The homeowner books
The right crew is assigned
Reminders go out
No-shows are recovered
How it connects
It doesn't work alone.
This is where a conversation becomes a job. Instant Multi-Channel Response and AI-Assisted Reception both hand off here to get the inspection in the diary, the resulting appointment moves the record forward inside Roofing-Built Pipelines, and once the inspection happens Estimate & Proposal Follow-Up picks up the next step.
Related
Works closely with.
See Appointment Scheduling & Crew Routing working on a real pipeline.
Book a demo and we'll show you it configured for a business like yours.