ROOFING
After the storm, the company that answers first gets the roof.
A roofing job lives or dies on the follow-up: the lead, the inspection, the photos, the estimate, the supplement, the homeowner who has not heard from you in a week. We connect each of those handoffs so the office keeps up when the hail does.
A day that will sound familiar
The Monday after a hailstorm
The storm came through Saturday night. By Monday morning there are sixty web leads, a stack of voicemails, and three door-knock crews sending addresses by text. The office manager is trying to get inspections booked before the homeowners sign with whichever truck shows up first. The inspection photos from Sunday are on two different phones, and one of them belongs to a sales rep who is already back on the doors.
A homeowner from two weeks ago calls to ask whether the supplement was sent. Nobody is sure. The measurement report is in one email, the adjuster’s scope is in another, and the change order for the decking is a text. The crew for Thursday needs the material dropped Wednesday and nobody has confirmed with the supplier. This is what a good storm looks like from the office.
Five workflows
What changes for roofing companies.
-
01Lead response
TodayStorm leads come in from the website, the door-knock crews, and referrals. They get called back in whatever order the office gets to them.
ConnectedEvery lead from every source becomes one record with the address and the source. The homeowner gets a reply and an inspection offer at once, and the office works a single queue sorted by how long each lead has waited.
-
02Inspection booking and photo capture
TodayInspections are booked by text between the rep and the office. Photos live on the rep’s phone until someone asks for them.
ConnectedInspections go straight onto the rep’s schedule from the lead. Photos taken on the roof upload to the job record with the address on them, so the estimate and the claim paperwork pull from the same place.
-
03Estimates and documents
TodayThe measurement report, the estimate, and the signed agreement are in three inboxes. Finding them means asking the rep.
ConnectedThe measurement report, the estimate, the agreement, and the photos live on the job record. Follow-ups on an unsigned estimate go out on a schedule, and the office sees which ones have gone quiet.
-
04Supplements and change orders
TodaySupplements are written when someone has an afternoon. Change orders for rotten decking are agreed on the driveway and remembered at invoicing.
ConnectedEach job has a supplement status and a change-order list. When the crew finds something, it is added with a photo and approved in writing before it is billed. The office sees which supplements are unsent, sent, and pending.
-
05Homeowner updates and follow-up
TodayHomeowners call to ask when the crew is coming, whether the material arrived, and when the final will happen.
ConnectedHomeowners get the inspection result, the material drop date, the build date, and the completion notice as they happen. After the job, the review request and the referral ask go out without the rep remembering.
Where it breaks
Four places the process usually fails.
- THE FIRST-CALL RULEAfter a storm, the homeowner signs with the first company that shows up and sounds organized. A lead that waits a day is usually gone.
- THE PHOTOS ON THE REP’S PHONEThe inspection happened. The evidence is in a camera roll with four hundred other roofs, and the rep is back on the doors.
- THE UNSENT SUPPLEMENTExtra work was found and done. The paperwork that gets it paid for was never written, because writing it takes an afternoon nobody had.
- THE SILENT HOMEOWNERTwo weeks with no update turns a signed customer into a nervous one. Nervous homeowners call other roofers to check.
One handoff, before and after
A web lead the morning after a storm
- The lead lands in the website inbox with fifty-nine others. The office calls through the list in order.
- The homeowner is reached on the second day. An inspection is set by text with a rep.
- The rep inspects, takes photos, and texts the office that it is a full replacement.
- The estimate is built when the measurement report comes back and the rep finds the photos.
- The homeowner signs. The build is scheduled. The rotten decking found on the day is billed from memory.
- The lead becomes a job record with the address and the source. The homeowner gets a reply and a choice of inspection windows right away.
- The inspection goes onto the rep’s schedule. The rep gets the address, the notes, and the source.
- Photos from the roof upload to the record. The measurement order goes out when the rep marks the inspection done.
- The estimate is built from the report and the photos, sent for signature, and followed up on set days.
- Decking found on build day is added as a change order with a photo, approved in writing, and on the final invoice.
What to track
The numbers that tell you whether it is working.
We do not promise a percentage. We show you which numbers to watch, and we measure them before and after.
- Time from lead to first replyAfter a storm, this number decides which company gets the roof.
- Inspections done with no photos on the recordAn inspection without photos in the file is an inspection you may have to do again.
- Unsigned estimates older than five daysEvery one of these is a homeowner still talking to other roofers.
- Supplements identified and not yet sentWork you did and have not asked to be paid for.
- Change orders billed without written approvalEach one is a driveway agreement that may not survive the final invoice.
- Days since the homeowner last heard from youSilence is what makes a signed customer start calling around.
Questions roofing companies ask us
01What does AI for roofing companies handle, and what does it not?
It handles the office handoffs: the lead reply, the inspection booking, the photos landing on the record, the estimate follow-up, the supplement and change-order status, and the homeowner updates. It does not inspect roofs, write scopes, or make decisions about a claim. Your reps and your office do that, with the paperwork in one place.
02Our leads come from door-knocking, not the website. Does this work for that?
Yes. A rep on the doors sends the address and the homeowner’s name from his phone and it becomes a lead record like any other. The office sees every source in one queue, and the rep sees his own leads without texting the office to ask.
03Can it help with insurance supplements?
It tracks the process, not the claim. Each job has a supplement status, the documents and photos it needs are on the record, and the office can see which supplements have not been written or sent. What goes into the supplement is still your call.
04How do you keep homeowners updated without the rep doing it?
The updates are tied to what happens on the job. When the inspection is marked done, the material drop is scheduled, the build date is set, or the job is marked complete, the homeowner gets the message. The rep only gets involved when the homeowner replies with a question.
05Is roofing company automation worth it if we only get two or three storms a year?
The storms are the reason. The office is staffed for a normal week and gets a month of leads in three days. What you build handles the surge, and the follow-up on the leads you did not close in the surge keeps working for the rest of the year.
START WITH ONE PROCESS
Bring us the storm week your office still has not recovered from.
We will map how it works today, find where it waits or gets repeated, and tell you whether fixing it is worth the effort.
- The mapOne process in your business, drawn end to end on a single page
- The waitEvery place it stalls or gets repeated, and who is carrying it today
- The answerWhat fixing it would take, or a straight answer that it is not worth fixing