Repairs & leaks
Urgent and often same-day. These leads are answered first and flagged for your team, because speed of reply matters most.
Who we help / Roofing
From the first leak call to the final review, we build the system behind your roofing company. Leads get answered, estimates get followed up, and your crew stays on the roof.
An illustration only. Yours is built around how your company works.
You can’t answer from a roof. The homeowner with a leak calls the next roofer.
A wave of inquiries lands at once, and follow-up can’t keep pace with the phone.
The estimate goes out, then nobody follows up and the job goes to someone else.
The roofing journey
Here’s how a typical roofing job moves through a system we’d build. Yours would be shaped around your own process.
| Stage | What’s happening | What we build |
|---|---|---|
| First contact | A homeowner calls, texts or fills in a form, often worried about a leak or damage. | An instant reply, the lead logged with its source, and urgency flagged for your team. |
| Inspection | They need someone to look at the roof, and soon. | Online booking, calendar sync, and reminders for the homeowner and your crew. |
| Estimate | You send a repair or replacement estimate. | Follow-ups until they reply, and a clear “estimate sent” stage so nothing sits unseen. |
| Insurance when it applies | Storm and damage work often involves a claim and paperwork. | A claim stage with carrier, claim number and status fields, plus reminders for missing documents. |
| Contract & schedule | They say yes. Materials and crew dates need to be locked in. | A clean handoff from sales to scheduling, with reminders for the customer and your team. |
| After the job | The roof is done, and this is when reviews and referrals are worth the most. | A review request at the right moment, a referral ask, and check-ins down the road. |
Every kind of roofing work
Urgent and often same-day. These leads are answered first and flagged for your team, because speed of reply matters most.
Bigger decisions and longer sales cycles. Follow-up is spaced out and personal, so the estimate doesn’t go stale.
Volume arrives in waves. Leads are queued, replied to and sorted so none are lost when everyone calls at once.
Recurring, relationship-based work. Reminders and check-ins bring past customers back without you chasing them.
Storm season
A storm-mode workflow set up in advance, so a surge of calls becomes booked inspections instead of missed opportunities.
Storm-mode workflow, pre-approved replies and lead routing are built and tested with you ahead of time.
Every inquiry gets a fast reply, is sorted by urgency and queued for your team, so nobody waits in silence.
Estimates are followed up, then reviews and referrals requested once the work is done.
Example automation
One automation, built for how a roofing company works. Yours would be shaped around your own process.
You’re on a roof and can’t pick up. The call goes unanswered.
It thanks them, asks what’s happening and where the property is.
Details land in your CRM and your team is alerted.
It goes on the calendar with a reminder, and follow-up continues until they decide.
What we’d build
We study how you quote, schedule and close today, then build the CRM around it.
We add automation only where it helps. For example:
Roofer questions
Not necessarily. We start by studying your current setup and process, then recommend whether to build on what you have or move to something that fits better.
Only where you want it to. We write the messages and rules with you, and anything sensitive gets handed to your team.
Yes. We can build a storm-mode workflow ahead of time and test it with you, so a surge of calls is handled instead of missed.
No. The whole point is that the system is built around how you already work, not the other way around.
Other industries
Book a free roofing strategy call and we’ll look at how leads and estimates move through your company today.