Systems for Roofers
When hail hits, every homeowner who calls gets an answer.
After a big hail or windstorm, a slow week can turn into hundreds of calls, and homeowners tend to go with the roofer who gets back to them first. The rest of the year is steadier, until someone with a drip in the ensuite needs help tomorrow. We build roofers a system that catches each lead, books inspections and follows up on estimates while your crew is up on a pitch.
Common challenges
What slows down Roofers
Storm-day calls while you're up top
The morning after a hailstorm the phone rings non-stop while you're on a roof. A missed call often means the homeowner tries the next company on the list, and out-of-town crews are already knocking on doors.
Estimates that go cold
You walked the roof, measured and sent the quote, then the office got busy and nobody followed up. A few weeks later the homeowner went with whoever checked in.
Waiting on the adjuster
Insurance jobs stall for weeks between the claim, the adjuster's visit and the approval. Homeowners phone you for updates you don't have, and good jobs get forgotten in the gap.
Standing apart from storm chasers
After a big storm, homeowners worry about fly-by-night crews. A thin website makes it hard for a careful homeowner to see the years of local work behind your name.
The solution
The system we'd build for you
Inspection request form
Address, roof type, problem (leak, hail, wind, missing shingles, full replacement), insurance claim yes or no, and photo upload. Each lead arrives sorted so you can triage storm work from emergencies.
Missed-call text-back
Miss a call while you're up top and the homeowner gets an instant text with a link to book an inspection. They hear back in seconds, not after you climb down.
Lead and claim pipeline
A simple board from new lead to inspected, estimate sent, waiting on insurance, approved, scheduled and complete. Everyone in the office sees where every job sits.
Estimate follow-up sequence
Automatic, polite texts and emails after an estimate goes out, so nothing slips. Pause it any time.
Insurance job status updates
Short automated check-ins for homeowners waiting on the adjuster, so they know you haven't forgotten them and your phone rings less.
Credibility pages
Local address, licensing and insurance details you provide, warranty info, shingle and material options, and real project photos. Built to set you apart from storm chasers.
Review engine
A review request after final cleanup and the magnet sweep, with a direct Google link. The dashboard shows leads by source and jobs waiting on insurance.
Recommended package
Business System
Roofing runs on a pipeline: storm leads, inspections, estimates, insurance back-and-forth, then a crew date. Business System covers that follow-up as well as the website.
Popular add-ons for Roofers
Wherever you are
Just starting, growing or decades in.
Whether you haven't opened yet or you've been at it for decades, here's how we'd help at each stage.
Starting out
Just an idea, or brand new
Leaving someone else's crew to run your own? Through Start Your Company we set up a domain, a logo that works on a truck and yard sign, the site, Google listing and an inspection request form, so homeowners see a real roofing company from day one.
Growing
Busy and getting busier
Adding crews, a sales rep or a repair division? A shared pipeline and automatic estimate follow-ups keep everyone looking at the same jobs.
Established
Years or decades in
If you've roofed the same neighbourhoods for decades and homeowners call you back for their second roof, that trust comes first. We keep your estimating tools and add storm intake and follow-ups around them, one step at a time.
An example
What it could look like in real life
An illustration of how it could work. The business and details are made up for the example.
Take a five-person roofing crew in Winnipeg heading into storm season. Leads come by phone, Facebook and email, and the owner tracks estimates in a notebook. We build a site with an inspection form that separates hail claims from leaks, switch on missed-call text-back, and set up a pipeline with a 'waiting on adjuster' stage and automatic check-ins. After the next storm, every caller gets a reply while the crew is on roofs, and the office works from one list.
Questions we get
FAQ
Can this work with the estimating software I already use?
We work alongside common roofing and field service tools where they allow connections. If yours doesn't, the pipeline still works on its own and you copy the estimate number across.
What happens when 200 people call after a storm?
The text-back answers every missed call right away, and the form sorts requests so active leaks get called first. It won't add crews, but it stops leads from vanishing.
Can homeowners upload photos of the damage?
Yes. The request form takes photos, which helps you decide what needs eyes today and what can wait for a full inspection.
Do you write insurance claims for us?
No. We build the intake, status tracking and updates around your process. The claim itself stays between you, the homeowner and their insurer.
Free 15-minute call
Let's get your lead flow ready before the next storm.
Book a free 15-minute call to talk through storm-day calls.
- Inspection request form
- Missed-call text-back
- Lead and claim pipeline