Platform Feature — Alivo
Platform Feature

Book More Inspections.
Without the Chaos.

The right rep, the right time, zero double-bookings — with drive-time awareness, live calendar sync, and personalized reminders that cut no-shows.

Round-RobinDrive-Time OptimizationCalendar SyncCRM IntegrationPersonalized Reminders
Schedule an Appointment
Live
🏠
Roof Inspection
60 min  ·  15 min buffer  ·  Confirms via SMS
Select a Date
MON
19
TUE
20
WED
21
THU
22
FRI
23
SAT
24
SUN
25
Available Times — Wed, May 21
8:00 AM
9:00 AM
10:00 AM
11:00 AM
1:00 PM
2:00 PM
MR
Mike R. — Auto-assigned
Covers 22901 · 3 appts today · closest route
✓ Available
Syncing:
📅
🗓
Drive-time aware

Built Around How Your Team Works

Alivo adapts — auto-assign at booking or control dispatch from a board.

Auto-Assign the Right Rep on Booking

When a homeowner picks a time, Alivo automatically assigns a rep based on your rules. Round-robin keeps volume balanced. Priority order routes to your top closers first. Service areas ensure only reps covering that zip are ever offered.

  • Round-robin or priority order among eligible reps
  • Per-rep daily, weekly, or monthly caps — no rep gets buried
  • Zip list or radius service areas — only matching reps shown
  • SMS + email confirmations fire instantly to rep and homeowner
Rep Assignment — Roof Inspection · 10 AM May 21
1
Homeowner at 22902 picks 10:00 AM
Address checked against service area coverage
2
Reps evaluated in round-robin order
Mike R. covers 22902 · 3 of 5 daily slots used · Available
Round Robin
Covers zip
3/5 daily cap
3
Mike R. assigned — confirmations sent
SMS confirmation → 48hr reminder → 2hr reminder · CRM updated

Your Team, Your Dispatch Control

Homeowners lock in a slot immediately. Your manager then assigns reps from a dispatch board — controlling territory, workload, and who runs each job. Add drive-time optimization to recommend slots that build efficient daily routes per rep.

  • Homeowners book instantly — zero back-and-forth
  • Jobs queue for your manager to assign
  • Reps get confirmations and personalized reminders once assigned
  • Drive-time mode recommends slots near existing jobs to maximize appointments per day
Dispatch Board — May 21
Time
Type
Rep
8:00 AM
Roof Inspection · 22901
Mike R.
9:30 AM
Insurance Adjuster · 22902
Unassigned
10:00 AM
Roof Inspection · 22903
Unassigned
1:00 PM
Sales Estimate · 22905
Sarah K.
2:30 PM
Roof Inspection · 22901
Unassigned

Once assigned, the rep receives SMS confirmation + personalized reminders automatically.

Fit More Inspections Into
Every Day

Routes new bookings around existing schedules — every slot is nearby, not across town.

Mike R. — Optimized Schedule · May 21
8:00 AM · 112 Oak St, 22901
Roof Inspection · Booked
Start
9:30 AM · 340 Maple Ave, 22902
Roof Inspection · New — 4.2 mi away
+12 min
11:00 AM · 87 Pine Rd, 22902
Insurance Adjuster · New — same zip
+6 min
1:00 PM · 210 Birch Ct, 22901
Sales Estimate · Booked
+14 min
3:00 PM · 95 Cedar Ln, 22902
Roof Inspection · New — near 1 PM job
+9 min
5
Appointments
41 min
Total drive time
1 rep
No extra headcount

Smarter Slots. Shorter Routes.
More Jobs Closed.

When a homeowner books, Alivo checks where each rep has appointments and surfaces nearby slots — minimizing windshield time and packing more jobs into every day.

  • Service areas by zip or radius — only the right rep is ever offered
  • New slots recommended near existing jobs, not randomly across the territory
  • Live busy times from Google, Outlook, and CRM keep recommendations accurate
  • Tighter daily routes without any manual planning from your team

Use Questions to Book
With the Right Rep

Before a homeowner picks a time, Alivo asks a few qualifying questions — job type, address, damage details — and automatically routes them to the right appointment type and rep. No wasted appointments. No reps driving out of their territory.

  • Multiple-choice questions route homeowners to the right appointment type — storm damage, routine inspection, or anything else.
  • 📍
    Address questions check service areas — only reps who cover that location are offered.
  • 🔗
    Qualify and book in one link — ideal after an AI agent qualifies a lead mid-conversation.
Qualifying Questions — Storm Damage Lead
What type of roof issue are you dealing with?
Storm / hail damage
Leak or visible damage
Routine inspection / estimate
What's your home address?
340 Maple Ave, Charlottesville VA 22902
Routed → Insurance Adjuster Meet · Mike R.
In service area · Storm damage qualifier passed

Your Whole Stack,
Finally In Sync

Alivo connects to the calendars and CRMs your reps already use — so availability is always real, bookings land where they need to, and no rep ever gets double-booked.

🔗
Native CRM Calendar Sync
CRM jobs and appointments block availability — if a rep's booked in their CRM, that slot won't be offered.
📅
Google Calendar
Per-user sync pulls busy times and creates Google Calendar events on booking — reps stay in their workflow.
🗓
Microsoft / Outlook Calendar
Two-way sync with Outlook and Microsoft 365. Busy blocks are respected and confirmed bookings create Outlook events automatically.
Mike R. — Availability View · May 21
8:00 AM
Roof Inspection · Alivo
Alivo
9:30 AM
Sales meeting · Google Cal
Blocked
10:00 AM
Open — available to book
Open
11:30 AM
Job: 54 Oak St · JobNimbus
Blocked
1:00 PM
Insurance Adjuster · Alivo
Alivo
2:30 PM
Open — available to book
Open
3:00 PM
Sales Estimate · Alivo
Alivo
3
Alivo bookings
2
Blocked by calendar
2
Still open

One Booking.
The Whole Machine Moves.

The moment a booking is confirmed, Alivo handles everything downstream — no one on your team touches a thing.

💬

Conversation Updated

The homeowner's conversation updates to "meeting booked" and the AI stops follow-up sequences — no one gets a "just checking in" text after they've already scheduled.

📊

Pipeline Stage Moved

The lead's pipeline stage updates and conflicting drip campaigns are cancelled — your CRM won't send stale outreach to someone who already booked.

📲

Personalized Reminders Fired

SMS and email confirmations go out immediately. Personalized reminder sequences run at 48 hours and 2 hours — no-show rates drop without anyone manually chasing the calendar.

🔗

CRM Synced

Booking data syncs to your CRM instantly. The appointment appears in JobNimbus, AccuLynx, or whichever system your team uses — no manual entry required.

Automations & Webhooks

Booking events trigger your custom automations and webhooks — Zapier workflows, Slack notifications, or any external system that needs to know a job is booked.

📅

Calendar Events Created

Events land on every connected calendar. The rep gets it in Google or Outlook. The homeowner gets an invite. Everyone has the details in the right place.

What Roofers
Are Saying

★★★★★
"It's been a huge game changer. I can jump on a call and not worry, because I know Lilly is backing me up."
Sawyer G.Roofing and More · Northern Virginia
★★★★★
"The AI is very real and able. I love not having to do personal responses to each and every customer."
Val S.CS Roofing Company
★★★★★
"We were paying an answering service and they were not taking very good notes. Alivo was able to answer much faster, text back, follow up, and set appointments much easier."
Jonathon Y.The Roofing Dudes

Got Questions?
We've Got Answers.

Yes — create as many event types as you need. Roof Inspection, Insurance Adjuster Meet, Sales Estimate, and more. Each has its own duration, buffer, personalized reminder sequences, and rep assignment rules. Qualifying questions automatically send homeowners to the right one.
Service areas are defined per rep, per event type. A rep can cover multiple zip codes or a radius. If an address falls within their area they're eligible — if not, they're excluded. Homeowners only see reps who actually cover their location.
Yes. Whether a homeowner books through a link in a text conversation or a booking form on your site — the same scheduling rules, rep assignment, confirmations, and CRM syncs all apply.
Yes. Per-rep caps can be set daily, weekly, or monthly. Once a rep hits their limit they're removed from the eligible pool until the next period — keeping schedules balanced across the team.
Calendar blocking is supported natively with JobNimbus, AccuLynx, Rooflink, HouseCall Pro, Jobber, and Contractors Cloud. CRM jobs, tasks, and appointments block availability in Alivo automatically.

Ready to Fill Your Calendar
the Smart Way?

See how Alivo books inspections, routes leads to the right rep, and syncs with your CRMs.

Live within days, not weeks.