After a storm, leads outrun the office
The phone, the forms and the canvass sheets all fill up in the same two days. Inspections get done, and some never turn into a written estimate because the rep moved to the next street.
Roofing companiesCRM and follow-up
Inspections that turn into estimates, estimates that get signed, claims you can see.
Storm leads, canvass contacts, website forms, ad leads and referrals land on one homeowner record with the source. The estimate follow-up, the adjuster-meeting reminder and the review request go out from it.
Where it goes wrong today.
Estimates sit unsigned
The homeowner has your estimate and two others. The rep means to call back, then gets pulled onto a build. The estimate ages out while the neighbor signs with someone else.
Insurance claims stall in the middle
Adjuster meeting scheduled, scope received, supplement sent, waiting on the carrier. Each step has a date, and the dates live in the rep’s truck. The homeowner calls the office and nobody can say where the claim stands.
How it works for roofing companies.
One homeowner record, from any source
A storm-page form, a call tracked to the ad, a canvass contact entered from a phone, a referral or a booking taken by the AI phone agent creates the record with the address, the roof type and the source attached.
Stages for inspection, estimate and claim
Lead, inspection scheduled, inspection done, estimate sent, signed, in production, complete. Insurance jobs carry extra steps: adjuster meeting, scope received, supplement sent. The rep owns the estimate; the office owns scheduling and the claim paperwork.
Follow-up sent from the record
A reminder before the inspection, the estimate check-in a few days later, the adjuster-meeting reminder, the material-selection nudge, the install-week text and the review request all send from the homeowner record. Read about lead follow-up automation.
Illustrative example
What a day looks like.
- Monday, 7:00 a.m.Forms from the weekend storm page are on the office list with addresses attached. Inspections are booked across two days and each homeowner gets a confirmation text.
- Tuesday, 5:45 p.m.A rep finishes an inspection and marks it done with photos. The record reminds him the estimate is due the next day.
- Wednesday, 10:00 a.m.Homeowners with estimates older than a few days get a text asking whether they have questions. A couple reply with an adjuster date and the records move.
- Thursday, 1:00 p.m.Claims waiting on a carrier are listed with the date of the last submission, so the office can call the carriers instead of the reps.
- Friday, 4:00 p.m.Roofs completed this week get a thank-you, the warranty information and a review request from the same record.
An illustrative example of how the system runs, not a measured result.
More for roofing companies.
Roofing companiesThe whole system for this work: pages, phones, follow-up and reviews.AI phone agentStorm calls answered while the crew is on a roof.WebsitesA page for the leak, the storm, the replacement, and every town you climb a ladder in.ReviewsThe review request goes out after the final walkthrough, not when the crew leaves.
Questions roofing companies ask
Does this handle the insurance paperwork?
It tracks the steps and the dates: adjuster meeting, scope, supplement, approval. The documents themselves live where you keep them today. Coverage questions from homeowners are always handed to a person.
Can reps work it from the field?
Yes. A rep can add a canvass contact, mark an inspection done, attach photos and send the follow-up text from the homeowner record on a phone. The office sees every change.
What happens to leads after the storm season?
They stay on the record with the source. Homeowners who got an estimate and did not sign can be followed up in the fall, and completed jobs get an annual inspection reminder. See email & SMS.