Automation for Roofers

Keep roofing inquiries and estimates organized.

A storm lead goes cold fast. I build the intake, inspection scheduling, estimate follow-up, and customer updates that keep it moving while you’re on the roof.

  • Acknowledge new roofing inquiries
  • Collect property and insurance details
  • Schedule inspections without phone tag
  • Send a planned series of estimate reminders

What your team is juggling.

Storm leads arrive in a rush, but each one still needs an address, damage details, an inspection, and a real answer.

Storm leads arrive in a pile

Five forms and three voicemails land while the whole crew is already in the field.

Property details live in texts

Addresses, photos, claim numbers, and adjuster names end up scattered across phones.

Estimates sit unanswered

The proposal goes out, then disappears into the inbox unless someone remembers to chase it.

Customers keep asking for updates

Inspection, materials, scheduling, and install updates become a full day of phone tag.

What We Automate for Roofers

Connect customer inquiries, job details, and reminders so your team spends less time moving information by hand.

Storm-lead intake

Capture address, damage, source, insurance status, and photos.

Inspection scheduling

Give the office what it needs to qualify and book the inspection.

Estimate follow-up

Send scheduled estimate reminders. Stop on a reply or at the end of the sequence.

Insurance document chase

Ask for claim numbers, adjuster details, and the files still missing.

Production updates

Send inspection, material, and install updates without phone tag.

Review requests

Ask every customer for an honest review after the work is complete.

From a roofing inquiry to estimate follow-up

  1. 1

    An inquiry arrives

    The system captures the property, damage, source, and insurance details.

  2. 2

    The inspection gets booked

    Your office reviews the information and arranges the inspection.

  3. 3

    The estimate gets a follow-up

    Follow-ups follow your schedule and stop when the homeowner replies or the sequence ends.

Keep the inquiry, inspection and estimate connected.

Your office can see what has been received, what is scheduled and which estimates need a reply.

Start with the tools you already use

I check what your software already does, then confirm which missing steps can be connected.

  • Housecall Pro
  • Jobber
  • ServiceTitan
  • Service Fusion
  • QuickBooks
  • Google Business
  • Your phone system
  • Email & SMS

I check the features included in your current plan before recommending additional work.

Quick Questions

What happens during a storm spike?
New inquiries can receive an automatic acknowledgement while your team is in the field. Your office reviews the details and handles the response.
Can it collect insurance information?
Yes. It can ask for the carrier, claim number, adjuster, damage, address, and photos you need.
Will the follow-up sound robotic?
You approve the wording and timing. The sequence stops when the homeowner replies or the planned reminders end.
What does one workflow cost?
Most roofers start with one workflow between $2,500 and $3,500. I confirm the price before I build.
Does this replace my CRM?
No. I check what you already use and connect the missing pieces instead of selling you the same feature twice.

Where does roofing follow-up get stuck?

Show me where work gets delayed between the first call, inspection and signed estimate. I’ll help you choose a practical next step.

Tell me what’s not working