Features

Check Rally against how you already work

This page goes deep on purpose. Bring your current setup and compare it piece by piece. If something you rely on is missing, ask us, we build fast.

Start your 45-day free trialBook a walkthrough with Danny →

02 · Bookings

Your website takes the booking

The form lives on your site and prices the job live as the client picks. You review each request, or let Rally accept them automatically.

Embedded booking form with live pricing as the client selects package, duration, and add-ons

Setup and teardown time set per service, so the schedule reflects the real footprint of each job

Requirement checkoffs the client must confirm at booking, water, power, a dedicated outlet, whatever your gear needs

A warning on any request that's missing one, before anyone loads a van

Review each request or auto-accept, your call per brand

Every inquiry lands in one pipeline, from first request to completed event

Embedded booking form on a client's site — event date, start time, and address filled in, with a live estimate itemizing the foam party package, extra time, and travel fee into a running total before the inquiry is sent

real product · the booking form on your site

03 · Contracts and payments

From approved to signed and paid

One link covers the deposit and the agreement. Rally chases what's owed so you stop keeping score in your head.

Prepare Booking screen — the service agreement set to require the client's signature before the booking completes, and a payment plan staging the deposit and balance with their dates and amounts, ready to approve and send

real product · contract and deposit, staged to send

Contracts with e-sign built in

Deposit policies you control, including whether an unpaid deposit blocks confirmation

Invoices with a pay link, and automatic reminders when a balance comes due

Installment plans for the big bookings

Rally Pay, or connect your own Stripe account, or record checks and cash manually

Pass the card fees through to the client with a setting

Tips carry no Rally fee

04 · Dispatch

PROFESSIONAL AND UP

The whole day on one board

Dispatch is what Saturday looks like from above. Every booking, every crew member, every piece of gear, and the drive time between them.

Day view: a timeline of the day's bookings with crew and equipment on each block

Conflict warnings when crew or equipment is double-booked

Drag a booking to retime it, drag a crew member to reassign them

Publish the day: one click sends every assigned crew member their schedule

Drive-time estimates between back-to-back events, calculated from real addresses

Day-of stage on every booking, from On the Way through Event Complete

Week view to spot the overloaded Saturday and the empty Friday

Dispatch board for a Saturday — two crews on the day's timeline, each with their assigned booking, and a day-overview rail totting up crews, bookings, and event hours with drive-time calculation and all transitions clear

real product · the dispatch board

05 · Crew

PROFESSIONAL AND UP

Your crew sees exactly what they need

Each event lands in their portal with times, address, directions, and the details that matter to them. Money stays out of it.

Crew portal on their phone, no app install

Map directions to every job

Status updates they tap as the day moves: On the way, Arrived, Completed

Work offers they accept or decline, sent one at a time or in bulk for an unstaffed day

Crew portal on a phone — Saturday's foam party booking with the venue, guest count, setup and teardown times, the event-progress stepper, and the I'm-on-the-way button that clocks the crew in

real product · crew portal

06 · Client portal

A portal your clients actually use

Every email links back to it. Sign, pay, check the details, see past bookings, or hand it to whoever's actually paying.

Anything needing attention is highlighted: sign here, deposit due

Deposit, balance, and payment history always visible

Booking details self-serve, so "what time are you coming" answers itself

Shareable with a coworker or spouse who's handling payment

Client portal — an action-required card front and center with the booking's date, time, address, and progress stepper, a Finalize Booking button, and past bookings with message history below

real product · client portal, action required

07 · Automations

Messages that send themselves

Pick a trigger, pick a template, pick who gets it. Rally handles the confirmations, the reminders, the balance chasing, and the thank-you after.

Triggers across the whole booking lifecycle: approved, confirmed, 24 hours out, completed, deposit overdue

Merge variables fill in names, dates, totals, and links automatically

Sensible defaults ship pre-configured, edit or disable any of them

Email and text on the same trigger if you want both

Audience per automation: the client, you, or the assigned crew

Preview any template against a sample booking before it goes live

Automations list — email automations like booking confirmation, event reminder, payment receipt, and review request, each with its trigger, timing, recipient, and an enabled toggle

real product · automations and their triggers

08 · AI, on every plan

An assistant that knows your account

Sidekick reads your real bookings and your real settings, drafts when you ask, and asks before it acts.

Ask where anything lives and get taken straight there

Ask about live data: today's schedule, the balance on the Smith party, the contact for Saturday's foam job

Ask how your account handles something, deposits, cancellations, and get your configuration, not a generic answer

Drafts emails, summaries, and pricing for custom inquiries, always shown to you before anything sends

Nothing sends and nothing changes without your explicit yes

Connects to Claude and Cursor if you work there, through MCP

Rally Sidekick asked to chase a balance — it reports the $450 balance due on the booking, drafts the payment reminder email, and holds it as a draft with Discard and Send email buttons until you approve

real product · sidekick, nothing sends without your yes

09 · Multi-brand

All your brands, one login

Each brand keeps its own name, contact info, booking page, and home base. You see everything together; your clients only ever see the brand they booked.

A booking page per brand, each embedded on its own website

Dispatch shows every brand's day at once, or filtered to one

Travel times calculated from each brand's own base address

1 brand on Starter, 3 on Professional, 10 on Business

real product · one login, every brand

10 · Operations

Built for gear-hauling businesses

Catalog and packagesservices, packages, add-ons, each with its own pricing and duration

Equipment trackingPROFESSIONAL AND UPgear reserved per booking, with conflict warnings when it's double-booked

ProposalsPROFESSIONAL AND UPcustom quotes clients can accept in a click

Contacts and leadsevery inquiry tracked from first touch

Put it up against your current setup

Start the trial, or book a walkthrough and Danny will map your setup into Rally while you watch.

Start your 45-day free trialBook a walkthrough with Danny →

45 days free. No credit card.