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Solar Installers

How does Voksha make sure it does not double-book site survey appointments when multiple reps share overlapping availability?

Avi NashVP of Growth

For Solar Installers

On Premium, Voksha checks availability in your connected calendar, Google Calendar, Microsoft Outlook, or Apple iCloud from the dashboard, or Calendly set up with Voksha support, rather than working off a static schedule template, so it only offers and books time slots that are actually open at the moment of the call, preventing the classic double-booking problem that happens when a manual intake process relies on someone checking a shared calendar that may already be a few hours stale. For companies running multiple sales reps, each rep's calendar can be connected individually, and Voksha can be configured to book based on territory assignment (routing the homeowner's address to the correct rep's calendar) or based on next-available slot across the team if you run a round-robin model instead of strict territories. Calendly is useful for installers who already use it for team scheduling, since once it is set up, Calendly's own availability rules, buffer times between appointments, travel time between site visits, maximum appointments per day, carry over rather than needing to be rebuilt inside Voksha. This matters operationally in solar because site surveys often require travel time between properties that is easy to underestimate when booking manually, and a double-booked or too-tightly-scheduled rep either shows up late to a homeowner's appointment, which damages trust right at a critical trust-building moment in the sales process, or has to reschedule, adding friction and delay exactly where speed matters most. Getting calendar buffer rules configured correctly during setup, not just connecting the calendar but making sure realistic appointment spacing is respected, is a detail worth reviewing carefully with your team during onboarding.

On Premium, Voksha checks availability in your connected calendar, Google Calendar, Microsoft Outlook, or Apple iCloud from the dashboard, or Calendly set up with Voksha support, rather than working off a static schedule template, so it only offers and books time slots that are actually open at the moment of the call, preventing the classic double-booking problem that happens when a manual intake process relies on someone checking a shared calendar that may already be a few hours stale. For companies running multiple sales reps, each rep's calendar can be connected individually, and Voksha can be configured to book based on territory assignment (routing the homeowner's address to the correct rep's calendar) or based on next-available slot across the team if you run a round-robin model instead of strict territories. Calendly is useful for installers who already use it for team scheduling, since once it is set up, Calendly's own availability rules, buffer times between appointments, travel time between site visits, maximum appointments per day, carry over rather than needing to be rebuilt inside Voksha. This matters operationally in solar because site surveys often require travel time between properties that is easy to underestimate when booking manually, and a double-booked or too-tightly-scheduled rep either shows up late to a homeowner's appointment, which damages trust right at a critical trust-building moment in the sales process, or has to reschedule, adding friction and delay exactly where speed matters most. Getting calendar buffer rules configured correctly during setup, not just connecting the calendar but making sure realistic appointment spacing is respected, is a detail worth reviewing carefully with your team during onboarding.

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