Who we help / Roofing

AI automation and CRM built for roofers.

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.

Example roofing pipeline
  1. 1
    New lead
  2. 2
    Inspection booked
  3. 3
    Estimate sent
  4. 4
    Contract signed
  5. 5
    Scheduled
  6. 6
    Installed
  7. Review requested

An illustration only. Yours is built around how your company works.

Where roofing leads slip away.

  • Calls missed at height

    You can’t answer from a roof. The homeowner with a leak calls the next roofer.

  • Storm-season surges

    A wave of inquiries lands at once, and follow-up can’t keep pace with the phone.

  • Estimates that go quiet

    The estimate goes out, then nobody follows up and the job goes to someone else.

The roofing journey

From first call to final review, nothing gets dropped.

Here’s how a typical roofing job moves through a system we’d build. Yours would be shaped around your own process.

Stages of a roofing job and what we would build for each
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

Tracked the way each job type actually runs.

Repairs & leaks

Urgent and often same-day. These leads are answered first and flagged for your team, because speed of reply matters most.

Full replacements

Bigger decisions and longer sales cycles. Follow-up is spaced out and personal, so the estimate doesn’t go stale.

Storm & insurance work

Volume arrives in waves. Leads are queued, replied to and sorted so none are lost when everyone calls at once.

Inspections & maintenance

Recurring, relationship-based work. Reminders and check-ins bring past customers back without you chasing them.

Storm season

Be ready before the phones light up.

A storm-mode workflow set up in advance, so a surge of calls becomes booked inspections instead of missed opportunities.

  1. BEFORE

    Set it up

    Storm-mode workflow, pre-approved replies and lead routing are built and tested with you ahead of time.

  2. DURING

    Handle the surge

    Every inquiry gets a fast reply, is sorted by urgency and queued for your team, so nobody waits in silence.

  3. AFTER

    Turn it into work

    Estimates are followed up, then reviews and referrals requested once the work is done.

Example automation

A missed call, handled.

One automation, built for how a roofing company works. Yours would be shaped around your own process.

  1. 01

    A homeowner calls

    You’re on a roof and can’t pick up. The call goes unanswered.

  2. 02

    A text goes out in seconds

    It thanks them, asks what’s happening and where the property is.

  3. 03

    They reply, the lead is logged

    Details land in your CRM and your team is alerted.

  4. 04

    Inspection booked

    It goes on the calendar with a reminder, and follow-up continues until they decide.

What we’d build

A CRM built on your roofing company. AI automation built on your needs.

A CRM built on your business

We study how you quote, schedule and close today, then build the CRM around it.

  • Separate pipelines for repairs, replacements and claim work
  • Fields for roof type, roof age, damage date, insurance carrier and claim status
  • Photos, notes and documents kept with every customer

AI automation matched to your needs

We add automation only where it helps. For example:

  • Text-back on missed calls, including nights and weekends
  • Urgency sorting: a leak right now versus a quote next month
  • Estimate follow-ups, review requests and referral asks

Roofer questions

What roofers usually ask.

Do I have to replace the CRM I already use?

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.

Will the AI talk to my customers?

Only where you want it to. We write the messages and rules with you, and anything sensitive gets handed to your team.

Can you get us ready for storm season?

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.

Do I have to change how I run my business?

No. The whole point is that the system is built around how you already work, not the other way around.

Let’s keep more of your roofing leads.

Book a free roofing strategy call and we’ll look at how leads and estimates move through your company today.

Book a roofing strategy call