CRM and automation for roofing companies
Turn Roof Inquiries Into
Booked Inspections.
Respond to storm and repair inquiries fast, book inspections online and follow up on every estimate.
Never let a roof lead go cold!
Interested in a storm damage inspection
New Lead- Instant text reply
- Inspection times offered
- Smart reminders
Tomorrow, 9:00 AM
ConfirmedHi Mark! Just checking in on the roof estimate we sent. Any questions?
Send ReminderWhere roofing companies lose jobs
Demand spikes after storms. Jobs usually go to the company that replies first.
Missed calls
Crews are on roofs, calls go to voicemail and competitors answer.
Inspections to book
Homeowners want an easy way to book an inspection at a time that suits them.
Estimates left hanging
Quotes are sent and then nobody follows up while the customer compares options.
Reviews
Happy customers rarely leave a review unless they are asked.
Automation for your office
Approved, on-brand automation that answers fast and hands off to your team when it matters.
AI Receptionist
Answers calls and chats, shares approved service info and routes complex questions to your team.
Booking Bot
Offers inspection times, confirms by text or email and sends reminders to cut no-shows.
Follow-Up Bot
Chases open estimates and asks completed jobs for reviews and referrals.
A typical roofing job journey
From first inquiry to a five-star review.
Inquiry
A homeowner calls, texts or fills in a form about their roof.
Inspection
They book an inspection online.
Confirmed
Confirmations and reminders go out.
Estimate
The estimate is sent and followed up automatically.
Job won
Won jobs move on to scheduling and customer updates.
Review
A review and referral request follows the job.
Everything set up for you
Scoped around your services, service areas and booking goals.
- Keep insurance claim details out of general marketing forms.
- Quotes and scope of work should always be confirmed by your team.
- Review privacy requirements before configuring any data collection.
Client results
Real results, real people
“After a storm we get more calls than we can answer. The system texts every caller back, books the inspection, and keeps the lead warm until we get there.”
Frequently Asked Questions
Can missed calls get an instant text back?
Yes. When a call is missed, an automatic text can go out right away so the homeowner can book an inspection or reply.
Can the system send my estimates?
Estimates can be tracked in a pipeline and followed up automatically. Your team still prepares and approves every quote.
Can the AI bots book inspections?
Yes. A booking bot can offer open inspection times, confirm the booking and send reminders, with a clear handoff to your team.
Can it handle storm-season spikes?
Yes. Automated replies and booking links keep working when your phones are busy, and urgent leads can alert your team.
Ready to book more inspections?
Tell us how roofing leads reach you today. We will map the booking and follow-up flow.
Plans from $97/month · 14-day free trial
