Roofing has a long sales cycle, a lot of paperwork, and a homeowner who is nervous the whole time. We set up the systems that catch every leak call, book the inspection, follow up on estimates for weeks instead of days, handle the insurance paperwork chase, and keep the homeowner informed from signing to final cleanup.
Hands-on help for roofing companies in Orange County and Los Angeles.
Our team meets with you in person, learns how your office actually runs, and sets things up with your team.
When: A call comes in during a storm or after hours.
What happens: The caller gets a text within a minute asking where the leak is, how bad, and for a photo if they can get one safely. Active leaks get flagged for same-day tarp. Everyone else gets an inspection booked.
Why it matters: A leak call answered in 60 seconds is a customer. A voicemail is a customer for someone else.
When: A homeowner wants an inspection or estimate.
What happens: They book into your inspection windows and get a confirmation. The day before, a reminder with what you will do and how long it takes. If they have an insurance claim, a note to have the claim number handy.
Why it matters: Inspections are your sales calls. Fewer no-shows means more closes.
When: You send an estimate.
What happens: Day 3, a text checking for questions. Day 10, a note on financing. Day 21, a reminder about warranty and what you include that others skip. Day 45, a last touch before rainy season. Every reply goes to the salesperson.
Why it matters: Roofing decisions take a month. Most roofers stop following up after a week.
When: A job involves an insurance claim.
What happens: The homeowner gets a checklist of what you need (claim number, adjuster report, photos, mortgage company info) and reminders until it is in. You get a status board of every claim and what is missing.
Why it matters: Claims stall on missing paperwork. This keeps them moving without your office making calls.
When: A job is signed.
What happens: The homeowner gets a text at each milestone: materials ordered, delivery date, crew start date, tear-off day reminder (move the cars), completion, dumpster pickup, final walkthrough. All on a schedule your production manager sets once.
Why it matters: Informed homeowners do not call the office. They also leave better reviews.
When: Final walkthrough is done.
What happens: Thank-you text with your Google review link. Two weeks later, a referral note: "Know a neighbor who needs a roof? Here is how to send them our way."
Why it matters: Roofing is a neighborhood business. One good roof on a street should turn into three.
When: 60 days before rainy season.
What happens: Past customers get a text offering a gutter clean and roof check before the rain. Books into your slow weeks.
Why it matters: Fills the calendar before the storm rush, with customers who already trust you.
You tell us what eats your week.
We watch how the day actually runs and find the two or three things worth fixing first.
Scope and cost in writing before anything is built.
Contact us for pricing tailored to your roofing business. Scope and cost are agreed before anything is built.
No. It works alongside it. Most of the follow-up and homeowner updates can be driven from what is already in there.
It handles the chase: collecting documents and keeping the homeowner on task. The adjuster conversations and supplements stay with your team.
The texts and the call handling can run in Spanish.
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