Reroof quotes followed up before the season fills
Half your quotes go quiet because nobody called back. The agent calls each one a few days after it goes out, answers what it can from the quote, and books the homeowner with the estimator to sign or talk it through.
A roof quote sent and not signed after the number of days you choose.
Calls with the quote in front of it, answers shingle colour and timing questions, books the next step.
Signings booked, questions noted for the estimator, and a reason on every lost quote.
How it works
- Builds the list each morning
Quotes sent and not signed, after your wait. Big quotes first, and anyone who asked to be called after the adjuster's visit on their date.
- Calls with the quote open
The shingle line, the colour, ice and water shield, the ventilation and the total, exactly as the estimator wrote it.
- Answers from the quote
What's included, the warranty you offer, how long a tear-off takes, and what happens to the old shingles. Anything not on the quote goes to the estimator.
- Shows where the calendar is
The weeks your crews have open, so a homeowner who wants it done before fall hears the real dates.
- Books the next step
A call or visit with the estimator to sign, change the colour or go over the insurance scope.
- Learns why not
Price, timing, waiting on insurance, went with someone else. One gentle question, the answer on the quote, and no second push.
Example call
- AI agentHi Mr. Bouchard, it's Emma from Northshield Roofing. Kyle sent you a quote last week for the roof on Albert Street. Have you had a chance to look?
- CustomerWe have. We're just not sure on the colour. My wife likes the grey, I like the brown.
- AI agentThat's the most common question we get. The quote has the Driftwood brown, but it's the same price in Charcoal grey. Kyle can drop off a couple of sample boards so you can see them on the house.
- CustomerThat would help. And when could you start?
- AI agentThe crews have openings the week of June 9 and the week of June 23 right now. Want Kyle to come Saturday morning with the samples and you can pick a week then?
- CustomerSaturday works.
- AI agentGreat, Saturday at 10. I'll text you the time and let Kyle know it's grey versus brown.
After the call: Kyle has Saturday at 10 with both colour boards in his notes, the quote shows "colour undecided, wants June", and the two June weeks are held for the office to confirm.
What your team gets
- Every open quote called, on the schedule you set
- Signing visits and calls booked with the estimator
- Colour, timing and scope questions written on the quote
- A reason recorded on every lost quote
- A weekly report of quotes called, signed and lost
Questions
Will it lower the price to win the job?
No. It reads the quote as written. A homeowner asking for a better number is booked with the estimator.
How many times does it call?
As many as you set. Most roofers choose one call and one text, then a last call a week later.
What if they're waiting on the insurance adjuster?
It asks when the adjuster is coming and calls back after that date, with a note for the estimator.
Hear it on your phone
Request a demo call and the agent phones you, set up for roofing like yours.