Slow estimate follow-up
Most roofing jobs go to whoever follows up fastest. Manual follow-up means you lose jobs to competitors who have automated the chase.
Roofing companies
Win more jobs. Spend less time chasing them.
Roofing is a competitive business with tight margins on time and attention. We build the systems that follow up on every estimate, keep crews informed, and make your office more efficient.
Where the friction is
The patterns we see in this industry.
Job details lost in handoff
What the sales rep discussed with the homeowner doesn't always make it to the crew. Rework and callbacks cost time and trust.
No visibility on pipeline
Without a clear picture of open quotes, scheduled work, and completed jobs, growth is hard to plan and capacity is hard to manage.
What we improve
Practical systems built around the way this industry works.
Automated estimate follow-up
Timed follow-up messages go out to every open quote — by email, SMS, or both — without any manual work.
Job details to crew
Relevant job information reaches the right crew members before they leave for the site.
Photo and documentation flow
Field photos and completion notes move from the crew back to the office and the customer record automatically.
Pipeline and backlog visibility
A clear view of open estimates, approved jobs, and scheduled work across the whole business.
What this looks like in practice
A real example — anonymized.
Before
A roofing company was sending estimate follow-up manually — when someone remembered. Many jobs were lost to competitors who responded faster, not better.
After
We built an automated follow-up sequence that triggers at 48 hours, 5 days, and 10 days after an estimate is sent. Each message is personalized with the job address and estimate amount.
Result
Estimate close rate increased measurably within 60 days. The owner stopped having to remind the office to follow up.
Common questions
Before you reach out.
We use [specific CRM]. Can you work with it?
Most likely yes. We work with the major roofing and contractor CRM platforms. The assessment call is the right place to confirm.
We already have someone following up — why automate it?
Automation handles the routine follow-up so your person focuses on the conversations that actually need a human. It also means nothing falls through on busy days.
Do we need to change how we estimate?
No. We work around your current estimating process. The goal is to improve what happens after the estimate goes out — not change how you price jobs.
One client per market
We work with one roofing company per market area.
If your competitors are following up faster than you, that is the most expensive problem in your business. Let's fix it.