Roofing · CRM with AI receptionist
The CRM that answers the storm-damage call — and books the inspection
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking roofing: the jobs pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
The Aguilars
“Hail damage — full roof”
Captured on the call
Claim: State Farm
Value: TBD
Sample caller — the fields and the stage are the real Roofing template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Roofing template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Job Type
asked every call- Repair
- Full Replacement
- Inspection
- Storm Damage
- Gutter Work
Roof Type
- Asphalt Shingle
- Metal
- Tile
- Flat (TPO)
- Wood Shake
Roof Age (Years)
→ a number
Squares (Estimate)
→ a number
Insurance Claim
- Yes
- No
Insurer
→ in the caller's own words
Stories
- 1
- 2
- 3+
Your pipeline, pre-built
Jobs move through 6 real stages.
New Lead, Inspection Scheduled, Estimate Sent, Scheduled, Completed, then Paid — the pipeline a roofing business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- New Lead
- Inspection Scheduled
- Estimate Sent
- Scheduled
- Completed
- Paid
- New Lead
- Inspection Scheduled
- Estimate Sent
- Scheduled
- Completed
- Paid
Hail damage — full roof
The Aguilars
Tear-off + architectural
R. Novak
Ridge cap + flashing
Petra Lindholm
Real template data — these stages and fields exist the moment you pick Roofing.
Everything included, from day one
The whole front office, tuned for roofing.
Omnichannel AI Receptionist
Asks roof type, age, stories, and whether there's an insurance claim — then books the inspection.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Storm-radius postcards after every hail event you work; review requests at the final invoice.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions roofing owners ask.
- Can it quote a roof over the phone?
- No honest roofer prices a roof unseen — and neither does the AI. It collects roof type, age, stories, and claim details, then books the inspection. Inspection Scheduled is literally your pipeline's second stage.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Roofing template tracks — property type, job type, roof type — and creates the job in your New Lead stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Roofing at signup provisions the 6-stage pipeline — New Lead → Inspection Scheduled → Estimate Sent → Scheduled → Completed → Paid — plus 10 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Roofing template does it for you.
Your next job could book itself.
Pick Roofing at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.