Outbound: the agent calls

Hail and wind checks for past roof customers

Hail goes through town and door-knockers are on every street by noon. Your past customers hear from you first. The agent calls them, books a check of the roof you put on, and logs any concern against the original job.

When it starts

Hail or wind over the level you set, in towns or postal codes where you've roofed.

What the agent does

Calls past customers there, asks what they've noticed, books a check, logs warranty concerns.

What your team gets

A list of booked checks by street, and warranty notes matched to the original install.

How it works

  1. Picks the streets

    Your office marks the towns or postal codes the storm hit. The agent pulls every past customer there, newest roofs first.

  2. Calls with a real reason

    "We put your roof on in 2021 and there was hail through Innisfil last night. We're checking on our customers." No pitch.

  3. Asks what they've noticed

    Shingles in the yard, dents on the vents or eavestroughs, a drip. Anything active goes to the crew lead right away.

  4. Books the check

    Open times grouped by street, so the crew can look at six roofs on one road in a morning.

  5. Logs warranty concerns

    Against the original job, with the install date, the shingle line and what the homeowner said.

  6. Asks about the neighbours

    If the homeowner mentions a neighbour with damage, it asks if they'd like to pass on your number, and leaves it there.

Example call

  1. AI agentHi Paul, it's Emma from Northshield Roofing. We did your roof in 2021, and there was hail through Innisfil last night. Just checking on you. Have you noticed anything?
  2. CustomerHuh, nice of you to call. There are some dents on the eavestrough out back, now that you mention it.
  3. AI agentThanks for telling me. Anything inside, like a drip or a stain?
  4. CustomerNo, nothing inside.
  5. AI agentGood. We'd like to look at the shingles and vents too, at no charge. The crew's on your street Thursday morning, would that suit?
  6. CustomerSure, I'll be at work but go ahead.
  7. AI agentThat's fine, they'll check from outside and text you photos after. Thanks Paul.

After the call: Paul's roof check is booked Thursday morning with four other homes on his street, the dented eavestrough is on the 2021 job, and he'll get the crew's photos by text.

What your team gets

  • Past customers in the storm area called within a day
  • Roof checks booked by street for one crew run
  • Active leaks passed to the crew lead on the spot
  • Warranty concerns logged on the original install
  • A storm report of customers called, checks booked and damage found
Set up with you: The team sets up a connection to your past jobs in AccuLynx, JobNimbus or JobTread and your crew calendar, and sets with you how a storm area is marked, which customers to call and how far back to go.

Questions

Isn't that just a sales call?

It's a check on a roof you put on, with a real reason. If the homeowner says they're fine, it thanks them and lets them go.

Does it tell them to file a claim?

No. If damage is found, the crew lead talks it through with the homeowner. The agent only books the check.

How fast can it start after a storm?

As soon as your office marks the area. The calls go out in your calling hours, newest roofs first.

Hear it on your phone

Request a demo call and the agent phones you, set up for roofing like yours.

Get a demo call