Define the appointment

State whether the homeowner is requesting a phone call, inspection or confirmed estimate visit. Ambiguity creates missed expectations before the team speaks with the lead.

Use real availability

Only offer windows the roofing team can support. Emergency requests may need a different route from routine replacements or inspections.

Carry context forward

The booking request should remain connected to the original enquiry, property information and roofing issue so the homeowner is not asked to start again.

Confirm and stop recovery

After a successful booking, confirm the next step and remove the lead from unbooked follow-up.