The gate code is pulled out of the setter's notes automatically. Pick an outcome to see the scorecard update. Addresses and names are made up.
What is the Appointment Board?
The Appointment Board merges roofing inspection appointments from several outside appointment-setting vendors into one live board. The owner assigns each appointment to a rep; reps sign in with a PIN, see only their own appointments with directions and gate codes, and log the outcome from the driveway — which writes back to the source sheet.
What it replaces
Checking three vendors' spreadsheets every morning
Texting reps screenshots of addresses and gate codes
Chasing reps for what happened at each appointment
Features
What it does
One board, many vendors
Each setting vendor keeps working their own way. The board merges everything into one clean schedule, grouped by day.
Built for the driveway
Each card has tap-to-call, one-tap driving directions and the gate code pulled automatically out of the setter's notes.
Owner assigns, reps see their own
The owner sees every appointment and assigns reps from a dropdown. Reps sign in with their own PIN and see only the appointments assigned to them.
Outcomes in one tap
Show-up, Sold, No-show, Denied or Rescheduled, contract signed or not, plus inspection notes — saved straight back to the source.
Flags what needs attention
Words like "damage", "urgent" and "confirmed" are highlighted in notes, and appointments missing an outcome are flagged.
A scorecard for every rep
Each rep sees appointments and sales this month, show-up rate, what's upcoming and their all-time record.
Workflow
How it works, start to finish
Appointment Board workflow
Input
System / integration
Human step
Output
Input
Vendors set appointments
Outside setting vendors add appointments to their own spreadsheets, in their own format.
System / integration
Merge and clean
Every vendor's appointments are merged into one clean schedule, grouped by day.
Human step
Owner assigns
The owner assigns each appointment to a rep.
Human step
Rep runs it
The rep calls ahead, taps for directions and gate code, and runs the inspection.
Human step
Rep logs the outcome
Show-up, Sold, No-show, Denied or Rescheduled — with notes — from the phone.
Output
Written back to the source
The outcome is saved to the sheet so the vendor and owner see the same truth.
Why we built it
Buying appointments from several setting companies meant several spreadsheets, each with different columns, and reps getting addresses by screenshot. The owner couldn’t see at a glance who was going where, and outcomes lived in text threads. The board turns that into one schedule, one assignment step and one outcome button.
What it doesn't do
It doesn't replace the vendors' own systems — it reads from them
It doesn't set appointments; setters do
Questions
Appointment Board: questions
Do vendors have to change how they work?
No. Each vendor keeps its own spreadsheet and column layout. The board adapts to them.
Can it work with a CRM instead of spreadsheets?
Yes — the same board can read from a CRM's API. Spreadsheets were simply what the vendors already used.
More products
Other tools we run on
Live: Running in production for a real business today.Certified Contracting
Intake and evidence rating run live on submitted applications. The AI screening conversation turns on once Meta App Review and SMS registration clear; until then, a person sends outreach.
Applicants screened with their own words as evidence, booked into field interviews and coached through their first weeks.
Try the demo →
Want an Appointment Board for your business?
Tell us where the time or money leaks. We reply the same business day, and if a calendar is shown after you submit, you can pick a time right away.
Request received.
Xavier will reach out, usually the same business day. We'll review your answers before the call so it isn't a sales pitch.
If a calendar appears below, pick a time now and skip the phone tag.