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AI, CRM & Automation for Roofers
Roofing is big-ticket and long-cycle, often tangled with insurance. We set roofers up to work a pipeline, follow up relentlessly, and keep every photo and document where it belongs.
After a storm you run dozens of inspections in a week. Then the follow-up falls apart — half the proposals never get a second touch, insurance paperwork piles up, and deals you already earned go cold. The follow-up and the paperwork are exactly what we systematize.
What slows roofers down
- High lead volume after storms with no system to work it.
- Proposals that need several follow-ups but only get one.
- Insurance and supplement paperwork scattered across emails.
- Inspection photos and documents impossible to find per job.
- Long sales cycles where leads go cold without nurturing.
What we set up
- Sales pipeline — every inspection and proposal tracked by stage so nothing goes cold.
- Automated follow-up — proposals get a sequence of touches until the homeowner decides.
- Document and photo organization — every job's inspection photos, estimates, and insurance docs in one place.
- Insurance and restoration tracking — claim status and supplements organized per job.
- Lead capture and website — a site built to convert storm and replacement searches into booked inspections.
- Review automation — automatic asks after completed roofs to build local trust.
Common questions
Can you handle the follow-up on all my proposals?
Yes. We automate multi-touch follow-up so every proposal gets worked until the customer decides, which is where most roofing revenue is won or lost.
Can you organize insurance and photo documentation?
We build a system where each job's photos, estimates, and insurance paperwork live together, so nothing gets lost and claims move faster.
How do I get more roofing leads online?
A fast, locally-optimized website tied to your Google profile, with instant lead capture so replacement and storm-damage searches turn into booked inspections.
Every setup is built around how you actually run jobs — not a generic template. We start with the one bottleneck costing you the most, prove it works, then expand.