Inquiries arrive during inspections
Collect the property address and repair or replacement needs before the estimator calls back.
Growth opportunity: more organized inspection requests.Build a clearer path from roofing inquiry to won work.
Capture property inquiries, organize inspections and keep estimates moving. We connect your website, AI call handling and CRM so your team can focus on the next customer conversation.
BUSINESS GAPS
Where does good business slip away?
A new tool should solve a real gap between a customer showing interest and your team getting the work done.
Photos and estimates are scattered
Keep property records, inspection notes, files and quotes together.
Growth opportunity: quicker, better-informed follow-up.Good estimates go quiet
Track the customer’s questions and assign the next contact.
Growth opportunity: fewer proposals left without a next step.SEE THE CUSTOMER JOURNEY
From a first call to a useful next step.
- 01
Answer the call
Customer callingCUSTOMER“I need a roof replacement quote.”
AI RECEPTIONISTDetails captured while you work“What’s your address and best callback number?”
- 02
Save the details
One place for every inquiryYOUR CUSTOM CRMJJordanExample customerNew- Request
- Roof replacement inquiry
- Address
- Collected
- Callback
- Collected
Ready for your team to review - 03
Keep it moving
Less chasing. Clear follow-up.Roof inspection
Visit requestedCUSTOMER’S PREFERENCETomorrow morningYour team confirms Agreed reminder follows
Your team controls pricing, availability and urgent requests. Connections depend on your tools.
MORE THAN A SINGLE TOOL
Connect the parts that help your business grow.
AI answers and collects
A receptionist and website chatbot use your approved information and pass the right details to your team.
Fewer inquiries without a response.Forms lead to a next step
Service, quote and appointment forms capture useful details and route requests for confirmation.
Make it easier for customers to take action.One dashboard shows the work
See customers, visits, open quotes and next actions. Give each task an owner.
Control agreed business data in one place.Automation keeps follow-ups moving
Connect compatible tools and agreed reminders, with review and handover where needed.
Less chasing, more consistent follow-through.YOUR CUSTOM CRM
See the whole job, not just the new lead.
A shared record keeps customer details, notes and agreed next actions with the work.
01Property inquiry
02Inspection booked
03Estimate sent
04Job agreed
05Crew handover
An example process we can build around your team. Your staff controls technical decisions, final pricing and availability.
Explore your business dashboard →MEASURE THE BUSINESS RESULT
Know what is improving.
We agree a starting point using your available records, then compare the same measures after launch.
Inspections booked ÷ qualified inquiries
Baseline → Agreed goal → ReviewAccepted quotes ÷ quotes sent
Baseline → Agreed goal → ReviewDays from inspection to estimate
Baseline → Agreed goal → ReviewWe compare like-for-like periods and account for changes in demand, seasonality and your team’s capacity. Targets are agreed after reviewing your data.
Explore an example using your numbers →Can AI give a roofing quote?
It can explain your process and approved price ranges. Your estimator confirms measurements, materials and the final quote.
Can we keep property photos together?
Yes. Your custom CRM can keep photos, inspection notes and estimates with the property record.
Can it work with our calendar?
We check available connections. Your team sets the booking rules and confirms how appointments are handled.
FIND THE GAPS. BUILD A BETTER WAY TO GROW.
Let’s look at what your business could be missing.
Bring your website, current process and biggest challenge. We’ll discuss the gaps, useful fixes and what to measure.