Roofing Contractor Sub-Account Kit

1. No. 01

   1 AI Receptionist

   Component 01 · AI Receptionist

   The problem

   Hail lands on a Tuesday and a roofer's call volume triples by Wednesday, and the operator who has not pre-built a storm-mode answering configuration is standing up capacity in the middle of the only week that matters that year.

   Once it is loaded

   Every call is answered through the spike, insurance-claim callers are separated from retail replacements and inspection bookings at the point of the call, and anything about an active leak is handed to a human straight away.

   How it pays back

   Normal weeks bring a roofer 70 calls; a storm week brings several times that at a $9,500 average job. An operator does not need many recovered calls before the client stops treating the retainer as discretionary.

2. No. 02

   1 AI Chatbot

   Component 03 · AI Chatbot

   The problem

   Homeowners want to know whether the inspection is free, whether you deal with insurers and how long the whole thing takes, and an operator answering that per account is writing the same claims-process explanation into a fifth bot this year.

   Once it is loaded

   The assistant answers on the site and the social inboxes with the roofer's own inspection offer, warranty terms and claims stance, books the inspection, and never speculates about what an adjuster will approve or what a deductible will come to.

   How it pays back

   A homeowner with a damaged roof messages three companies after dark. Being the one that replies in seconds and books the inspection is the week-one difference that makes an operator's first invoice easy to send.

3. No. 03

   Pipelines

   Not one of the nine — what they run on

   The problem

   A retail replacement and an insurance claim are two different businesses, and an operator who puts them on one board loses track of which jobs are waiting on an adjuster and which are waiting on a homeowner to choose a shingle.

   Once it is loaded

   Retail quotes run their own multi-week board, claims run a milestone board covering inspection, filing, the adjuster meeting, supplements and approval, and inspected-but-not-sold homeowners sit somewhere they can be worked again next year.

   How it pays back

   Building a claims milestone board and its automations by hand is the best part of a day per sub-account; carry a dozen roofers and the build time alone exceeds what most operators charge for onboarding.

4. No. 04

   Workflows

   Not one of the nine — what they run on

   The problem

   Roofing automation has to survive a three-week decision and a claim that stalls for a month, and an operator rebuilding storm response, quote persistence and adjuster chasing per account is doing archaeology on their own last install.

   Once it is loaded

   Storm-mode triggers, quote follow-up that keeps going into week three rather than stopping at day three, claim-milestone nudges and post-installation warranty registration are all wired and reading their timings from account values.

   How it pays back

   Put a day and a half of operator build against an afternoon of loading and configuring, multiply by the roofers you intend to sign this storm season, then count separately the quote that was not dropped on day three because a human got busy.

5. No. 05

   Appointment reminders, confirmations and no-show recovery

   Component 05 · Smart Appointment System

   The problem

   Forgetting a free inspection costs the homeowner nothing and costs the roofer a crew slot, a ladder and a morning, and the confirmation ladder that prevents it gets rebuilt from nothing on every roofing account an operator opens.

   Once it is loaded

   The inspection and the adjuster meeting are confirmed differently, the ladder runs at 24 hours, 1 hour and 15 minutes with wording that handles a weather postponement, and a missed inspection triggers a recovery call inside the hour towards the 70% target.

   How it pays back

   Thirty-five inspections a week, six of them missed, a 12% close rate and a $9,500 job: one recovered inspection a fortnight is an argument that survives contact with a client's finance director.

6. No. 06

   Funnels

   Not one of the nine — what they run on

   The problem

   Roofing conversion paths are storm-shaped: free inspection after hail, help with an insurance claim, financing a replacement. An operator writing them fresh per contractor is retyping the same claim-assistance page while the storm week burns.

   Once it is loaded

   The free-inspection route captures roof age and damage cause, the claims route sets expectations about the process without promising any outcome, and the financing route drops the homeowner onto the retail board with a budget attached.

   How it pays back

   If a storm-response path takes ten hours to write and wire and you have three roofers sitting in the same weather system, the kit is the difference between all three catching the week and two of them catching the tail.

7. No. 07

   AI Studio website

   Component 04 · Professional Website

   The problem

   The roofing site an operator inherits is usually a slideshow and a phone number with nothing a search engine can read, so material and storm-damage pages get written by the operator and a town-level structure gets rebuilt for the third time this year.

   Once it is loaded

   Material and storm-damage pages are already written inside the sub-account, the service-area structure and schema are in place, and an inspection request sits on every page pointed at the inspection board.

   How it pays back

   A fortnight of bespoke writing and build turned into a configuration pass; whether that shows up as a setup fee or as capacity to load the next roofer is the operator's choice rather than a constraint.

8. No. 08

   Nurture campaign

   Component 02 · AI Outbound Caller + Component 08 · Database Reactivation

   The problem

   Every roofer sits on hundreds of free inspections that never sold, and nobody works them because the segmentation, the outbound calling and the reactivation copy are a build that has to be justified before it earns anything.

   Once it is loaded

   Inspections that never sold are re-approached with the inspection date and roof age on the record, quotes still live in week three keep getting worked, and the outbound calling reaches homeowners who stopped replying.

   How it pays back

   Four hundred unsold inspections at $9,500, and a modest reactivation close rate. The operator needs only a couple to convert before this becomes the campaign a client mentions in every renewal conversation.

9. No. 09

   Review automation

   Component 06 · Review Harvesting + Component 07 · Review Automation

   The problem

   A roofing crew finishes the most visible work the company does, packs the trailer and leaves, and the review never gets asked for, so an operator inherits a profile too thin to compete with the door-knockers in a storm week.

   Once it is loaded

   Completion of the installation triggers the ask while the homeowner is still standing in the drive looking up, a satisfaction gate keeps warranty complaints off the public profile, and the cadence targets 5 to 10 reviews a month.

   How it pays back

   For a company doing a dozen roofs a month at $9,500 each, a profile that grows steadily is worth more than any ad the operator could buy with the same budget, and it costs the client nothing per month to run.

10. No. 10

    Seasonal automation

    Component 09 · Lifetime Nurture Campaigns

    The problem

    Roofing seasonality is weather plus warranty: post-storm sweeps, autumn gutter and pre-winter checks, annual inspection anniversaries. An operator hard-coding those into an account is rewriting them the moment a roofer in a different region signs.

    Once it is loaded

    The seasonal sweeps, the roof-age anniversary prompt, warranty registration follow-up and the referral ask to previous homeowners run from account-level months, so nobody has to watch a forecast to send them.

    How it pays back

    The calendar takes an operator an afternoon to build by hand. The larger figure is the autumn a client did not sweep their past inspections, because that afternoon went to somebody else's account.

11. No. 11

    Custom values

    Not one of the nine — what they run on

    The problem

    No two roofers offer the same warranty length, hold the same manufacturer certifications or take the same line on insurance claims, and an operator who put those in message bodies rewires the account the day a certification lapses.

    Once it is loaded

    Warranty terms, inspection offer wording, materials carried, manufacturer certifications, claim-assistance language, coverage counties and licence details are edited in one place at the top of the sub-account and read everywhere the compliance-sensitive lines appear, so a lapsed certification is one field rather than an afternoon.

    How it pays back

    The hours saved are real but secondary. The number that matters is the outbound message that never went out promising a warranty length this particular roofer does not offer, which is the sort of error that ends a retainer.

12. No. 12

    Custom fields

    Not one of the nine — what they run on

    The problem

    Roofing campaigns depend on roof age, material, storm date, claim number and adjuster status, and none of that exists on a stock contact record, so the operator cannot segment the one list a roofer genuinely owns.

    Once it is loaded

    Roof age and material, damage cause and storm date, claim and adjuster status, deductible discussion, inspection outcome and property type are structured from the first import, so both boards and the reactivation campaign have something to read.

    How it pays back

    Assume 5,000 contacts already in the account and two days to map and re-import them. Now assume the storm week lands during those two days, and the cost stops being measured in operator hours.

13. No. 13

    Forms and surveys

    Not one of the nine — what they run on

    The problem

    Is this a leak, a storm claim or a homeowner wanting a quote in spring? Nothing on a stock form answers that, so the roofer's office establishes it by telephone and the operator rebuilds qualification per client.

    Once it is loaded

    Roof age, damage cause, whether an insurer is involved, property type and urgency are established before a human is involved, and the post-installation survey feeds both the review gate and the warranty registration path.

    How it pays back

    In a storm week, six minutes of phone qualification across a tripled enquiry volume is the bottleneck. Triaged intake removes it and gives the operator a source report worth putting in front of a client at month end.

On purchase you receive two things: one snapshot link, and one PDF with full installation instructions. Installation is not in the kit price — load it yourself from the PDF, or add installation by us for $200 a sub-account. Every payback figure above is an illustrative scenario with its assumptions in the sentence, not a measured customer result.