A planned path from inquiry to review.
Homeowner requests can arrive from different places, and details can get scattered or lost. Service Rally is developing a five-step automated lifecycle for U.S. home service owner-operators and small teams in HVAC, plumbing, electrical, landscaping, house cleaning, carpet and upholstery cleaning, and handyman businesses.
None of the five automated steps is currently available. The private lead inbox, business setup, and connection status are available in the workspace today.
Home service trades
- HVAC
- Plumbing
- Electrical
- Landscaping
- House Cleaning
- Carpet & Upholstery Cleaning
- Handyman
A five-step homeowner lead lifecycle
All five automated steps are planned and in development.
- 01Planned · in development
Lead comes in
A homeowner reaches out
- 02Planned · in development
Auto reply
Every inquiry gets a prompt response
- 03Planned · in development
Auto schedule calls
Calls are set up for you
- 04Planned · in development
Auto schedule bookings
Jobs are booked on your calendar
- 05Planned · in development
Auto follow-up for reviews
Happy customers are asked for a review
- 01Planned · in development
Lead comes in
A homeowner reaches out
- 02Planned · in development
Auto reply
Every inquiry gets a prompt response
- 03Planned · in development
Auto schedule calls
Calls are set up for you
- 04Planned · in development
Auto schedule bookings
Jobs are booked on your calendar
- 05Planned · in development
Auto follow-up for reviews
Happy customers are asked for a review
PLANNED · IN DEVELOPMENT
Five steps, from first message to review request.
These are intended future automations. None of the five steps is currently available in Service Rally.
- 01Planned · in development
Lead comes in
A homeowner reaches out
Example: An HVAC inquiry starts the planned lifecycle.
- 02Planned · in development
Auto reply
Every inquiry gets a prompt response
Example: A plumbing team would send the planned prompt reply.
- 03Planned · in development
Auto schedule calls
Calls are set up for you
Example: An electrical business would schedule a call through the planned workflow.
- 04Planned · in development
Auto schedule bookings
Jobs are booked on your calendar
Example: A landscaping job would be placed on the calendar after a planned booking.
- 05Planned · in development
Auto follow-up for reviews
Happy customers are asked for a review
Example: A house-cleaning team would ask a happy customer for a review in the planned final step.
AVAILABLE TODAY
Also included in the workspace.
These current workspace features are separate from the planned automated lifecycle.
Private lead inbox
A private workspace for homeowner inquiries.
Business setup
Business details and an owner-specific homeowner request link.
Connection status
Status for Website, Google Business Profile, and Facebook.
EDUCATIONAL ESTIMATE ONLY
Explore a scenario with your own assumptions.
Enter leads that do not get a prompt response, your close rate, and average job value. The comparison uses a hypothetical $99 monthly reference value. It is not launch pricing or a benchmark, and Service Rally does not currently capture these leads or claim the scenario's outcome.
Your illustrative inputs
Your numbers are used only for this on-page estimate; they are not submitted or saved.
Enter an average per day. Tenths are allowed.
Enter a percentage from 0 to 100.
Enter a value in USD. Cents are allowed.
Estimate-only comparison
Enter all three values to see an educational estimate. The scenario does not show revenue Service Rally has produced.
Estimate only: leads without a prompt response per day × close rate × average job value × 30 days. The 25% scenario is an illustrative assumption, not a Service Rally result or industry benchmark. The $99 monthly reference is hypothetical, not launch pricing. Service Rally does not currently capture these leads or claim this outcome. Actual results may differ and are not guaranteed.
PAUSED DURING PRE-LAUNCH
Demo request form preview.
This preview is paused while the planned automated lifecycle is in development. Submissions are unavailable.
This request does not schedule a service appointment or create a workspace.