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A roofing sales and follow-up system your agency brands as its own

Roofers, storm-restoration and exterior contractors

Built for how roofing actually sells: inspection booked, estimate chased, deposit taken, review collected, storm list worked.

  • Storm-week call capacity
  • Inspections booked to crews
  • Estimate follow-up sequences
  • Neighbourhood referral prompts
Get this snapshot

$950

One-off · unlimited installs

Contents

Components
9
Automations
15
Flow stages
5
Website pages
7
Reply channels
5
Reminder touches
3

Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.Delivered within 24 hours of purchase confirmation. 14 hours of dedicated installation support, to be used within 15 days of purchase.

Why this build is shaped the way it is

What is actually in the box, counted

No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.

In the build 01

9

components, in this snapshot and in every other one. There is no reduced tier and no upsell ladder.

Components9
Automations15

Roofing Company White-Label Snapshot · Pro · 14 hrs install support

The problem

What the roofer gets under your brand

The visible half is a site written for roofing rather than for home services in general, with inspection booking, a storm damage page and a financing page that a salesperson can point at from a driveway.

The build

Selling it into a roofing company

Roofers understand two numbers instinctively: the value of a job and the number of estimates that never closed. Point the second at the first and the case makes itself, without any need for a claim about what other companies achieved.

The rebrand

The honest limits

Insurance work has rules the automation must not cross. The system books inspections and follows up on estimates, it does not give claim advice or make representations about coverage, and the copy is written deliberately conservative on that point.

Included · exactly nine

The nine components, written for Roofers

Every snapshot in the catalogue contains these nine and nothing else. The wording below is written for this vertical; the parts are identical across the range, which is what makes them predictable to resell.

Lead Capture & First Contact

  • AI Receptionist

    Answers storm and repair calls at any hour, qualifies damage type, roof age and insurance status, and books the inspection into a crew calendar.

    • Talks, rather than reads a phone tree
    • Books while they are still on the line
    • Follows the caller into Spanish
  • AI Chatbot

    Handles website, SMS and social questions on inspections, insurance claims, financing and warranties, then books rather than filing another form.

    • Five inboxes, one brain
    • Separates a buyer from a browser
    • Serves existing customers too
  • Professional Website

    Roof replacement, repair, storm damage and inspection pages already written, with a claim-friendly enquiry form and inspection booking calendar.

    • Copy written before you arrive
    • Structured for local search
    • Compliant forms, live calendars

Intelligent Lead Nurture

  • AI Outbound Caller

    Calls unsigned estimates on a claim-length cadence, rings back missed enquiries, and reopens cold storm leads with a fresh inspection offer.

    • Chases a no-show the same hour
    • Reopens leads nobody followed up
    • Leaves a voicemail worth returning

Booking & No-Show Prevention

  • Smart Appointment System

    Confirms the inspection instantly, reminds at 24 hours, 1 hour and 15 minutes, and rebooks the empty driveway automatically within the hour.

    • Confirmed in seconds, not overnight
    • Three reminders, then the door
    • Aims at 70% of misses rebooked

Reviews & Social Proof

  • Review Harvesting

    Requests the Google or Facebook review as the job closes out and the site is cleared, when the new roof is the most visible thing on the street.

    • Fires on completion, not on a Monday
    • Straight through to Google or Facebook
    • Asks twice, then leaves them alone
  • Review Automation

    The ongoing cadence: staged nudges by SMS and email, alternating platform links, keeping a target of five to ten reviews a month through the season.

    • A rhythm, not a one-off push
    • Whichever channel that customer answers
    • Targets 5–10 reviews a month

Lifetime Nurture & Retention

  • Database Reactivation

    Reopens six-month-quiet inspections, deferred repairs and unsold storm leads with AI calls and a seasonal roof check offer.

    • Six quiet months is the trigger
    • AI works the segment, not a temp
    • A reason to come back, attached
  • Lifetime Nurture Campaigns

    Annual roof check reminders, gutter clearing before autumn, warranty anniversary notes, and neighbour referral offers around recent jobs.

    • Seasonal, not sporadic
    • Timed to the trade’s own calendar
    • Referrals that ask themselves

The problem you are being paid to solve

What this vertical is losing right now

  • Storm week overwhelms the office

    A hail event brings a fortnight of calls into three days. One person cannot answer, qualify and schedule inspections at that rate, so calls go unanswered in the exact week the whole year's margin is decided.

  • Estimates die waiting on adjusters

    A twelve thousand dollar tear-off estimate sits while the homeowner waits on an insurance decision. Nobody rings in week three, the file goes cold, and a knocker from another company picks up a job that was already half sold.

  • Inspection no-shows burn crew time

    A salesperson drives forty minutes for a roof inspection and nobody is home. That is an hour and a half gone in a week where daylight is the constraint, and it happens several times a month with no reminder system in place.

  • Whole streets of work left on the table

    After a re-roof the neighbours can see fresh shingles and scaffolding, and nobody ever contacts them. The most qualified list a roofer will ever have is the four houses either side of a job they just finished.

What the build changes

The outcome, and the part that delivers it

  • Storm surge answered in full

    Every call in the days after a storm is answered, qualified for damage type and roof age, and booked into an inspection slot. Volume that would have flattened a two-person office is just a busier calendar.

    ai-receptionist

  • Estimates followed for weeks

    Unsigned estimates get outbound calls on a schedule that matches how long claims actually take, not how long a salesperson remembers. The file stays warm through the adjuster's timeline.

    ai-outbound-caller

  • Inspections that people attend

    Reminders at 24 hours, 1 hour and 15 minutes cut the empty driveway problem, and missed inspections are rebooked automatically with a target of recovering 70% of them.

    smart-appointments

  • Reviews while the skip is still there

    The request fires as the job closes out and the site is cleaned, which is when a homeowner is most impressed. Consistent asking is what turns an occasional review into five to ten a month.

    review-harvesting

  • Storm lists worked all year

    Old inspections with no sale, deferred repairs and cold storm leads get called again with a fresh reason. In a quiet quarter that database is the difference between crews working and crews waiting.

    database-reactivation

Fit

The client this suits, and the one it does not

Sell it to

  • Residential roofing companies running one to five crews with one or two people handling calls and scheduling
  • Retail and insurance roofers who take 30 or more enquiries a week during season and lose some of them to volume
  • Companies with a long history of inspections that never converted, sitting untouched in a CRM

Do not sell it to

  • Commercial and industrial roofing contractors bidding tendered flat-roof work through consultants. The pipeline is bid documents and relationships, and an inbound receptionist has almost nothing to answer.
  • Agencies looking for a lead source. This is capture, booking and follow-up infrastructure — it makes existing storm and search demand convert, but it does not knock doors or buy traffic for you.

Losing the sale here is cheaper than losing the retainer in month three.

The arithmetic

Worked examples, with the assumptions in view

Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.

Hours returned to the client

Say a storm season week brings 70 calls, 20 of them missed, 25 inspections booked and 15 estimates outstanding, all handled by one office coordinator.

  • Missed storm calls answered instead of returned: 20 × 5 min = 1.7 hrs
  • Inspection confirmations and reminders automated: 25 × 3 min = 1.25 hrs
  • Estimate follow-up calls run by the outbound caller: 15 × 7 min = 1.75 hrs
  • Review requests fired on close-out: 12 completed jobs × 4 min = 0.8 hrs

roughly 5.5 hours a week during season, concentrated in the days that matter most

When it pays for itself

Take a residential re-roof at $12,000 and a repair ticket at $900, which is a common enough spread in most markets.

  • One storm-week call that would have rung out and becomes a re-roof: $12,000
  • Three recovered inspection no-shows that produce one repair: $900
  • Snapshot cost to your agency: $950 once, then your own retainer

In that illustrative season a single saved re-roof dwarfs the cost of the system, and it is the kind of arithmetic a roofing owner will check against their own close rate in about a minute.

Your resale ledger

You pay $950 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.

Illustrative resale scenarios for this snapshot
ScenarioYour costSet-up you quoteMonthly retainer you chargeYear one margin
Conservative$950$1,900$500$6,950
Typical$950$2,850$900$12,700
Premium$950$4,275$1,500$21,325

Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.

End-to-end automation

How the complete system works

Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.

  1. Lead Capture & First Contact

    Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.

    The phone

    • Answered at any hour, in a voice nobody hangs up on
    • Establishes what the job is before it books anything
    • Writes into the calendar there and then, no callback
    • Switches languages when the caller does
    • Puts a live buyer through to a human on the spot

    Answers as themBooks on the callNever a voicemail

    Chat, texts and the social inboxes

    • Replies on SMS, email, Facebook and Instagram without the wait
    • Site chat that asks the qualifying questions first
    • Records what they want and when they want it
    • Steps aside the second someone asks for a person
    • Drops the contact into the follow-up sequence

    Five channelsNo waitPre-qualified

    Forms and paid traffic

    • A submission starts the ten-day sequence immediately
    • Email, then a text, then a call — in that order
    • Routed by what they actually asked for
    • Every lead arrives carrying the source it came from
    • Hands a warm one straight into a consultation

    GoogleMetaTikTok

  2. Intelligent Lead Nurture

    Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.

    Days 1–3 · email

    • The welcome and the offer, in their branding
    • What the business does, already written
    • Evidence that other people chose them
    • One decision to make: book, or call

    Days 4–7 · text

    • An offer that has an end date on it
    • A short line of proof, not a paragraph
    • A booking link that takes one tap
    • Persistent without becoming a nuisance

    Days 8–10 · call

    • A friendly reason to pick the thread back up
    • Answers the objection they were sitting on
    • Books it there and then if they are ready
    • Leaves something useful when nobody picks up
  3. Booking & No-Show Prevention

    Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.

    The confirmation

    • A text with the details, immediately
    • An invite that lands in Google or Outlook
    • An email for the people who keep those
    • Anything the business needs to know beforehand

    The reminders

    • A day out, by text and by email
    • An hour out — "we are on our way"
    • Fifteen minutes out, the last nudge
    • Move it without phoning anyone

    The rescue

    • A call inside sixty minutes of a miss
    • Finds out what actually happened
    • Puts them back on the calendar on that call

    Runs itself70% recovery target

  4. Reviews & Social Proof

    Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.

    The ask

    • A satisfaction check two hours after the work
    • Happy customers get the link straight away
    • Unhappy ones reach a human, not a review box
    • Tuned to a target of five to ten a month

    The replies

    • Positive reviews answered without prompting
    • Thanks that reads like a person wrote it
    • Complaints handled with care, not a template
    • Anything serious escalated to the owner

    The proof

    • Fresh quotes published back onto the site
    • Trust signals where the decision gets made
    • Feeds the local ranking the ads are fighting for
  5. Lifetime Nurture & Retention

    The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.

    Staying in touch

    • Reminders tied to the season, not the calendar month
    • A check-in every quarter that has a point to it
    • Birthdays and anniversaries, with something attached
    • An annual review worth taking

    The support bot

    • Answers the same six questions, permanently
    • Moves an appointment without a phone call
    • Tells them where their job or claim has got to
    • Finds the document they have lost

    Waking the list

    • Six months of silence starts the sequence
    • A "we miss you" with an actual offer in it
    • A referral ask every month, unprompted
    • A tier for the ones who never left

Support scope

Where our work stops and a quote starts

You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.

What is covered by the price and what is quoted separately
AreaCovered by the priceQuoted separately, or run by a VA
The snapshot itselfImport, install, and a working walk-through in the sub-account you nominate.
Its automationsEvery workflow that ships with it, tuned to how your client actually runs.
More automationsAdditional workflows on the same foundations — another reminder, another branch, another tag rule.
Adjusting what is thereRetiming sequences, adding pipeline stages, rewriting the copy inside them.
Third-party integrationsConnecting the build to a CRM, an EHR, a job-management tool or an accounts package.
Third-party API workAnything needing a developer against someone else’s API — a sync, a webhook bridge, a data pull.
Custom software developmentA portal, a calculator, a bespoke dashboard. Software built rather than configured.

Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.

Every snapshot also carries 14 hours of dedicated installation support, to be used within 15 days of purchase.

Four of the nine, expanded

What actually does the work

Storm surge answered in full

Every call in the days after a storm is answered, qualified for damage type and roof age, and booked into an inspection slot. Volume that would have flattened a two-person office is just a busier calendar.

Estimates followed for weeks

Unsigned estimates get outbound calls on a schedule that matches how long claims actually take, not how long a salesperson remembers. The file stays warm through the adjuster's timeline.

Inspections that people attend

Reminders at 24 hours, 1 hour and 15 minutes cut the empty driveway problem, and missed inspections are rebooked automatically with a target of recovering 70% of them.

Reviews while the skip is still there

The request fires as the job closes out and the site is cleaned, which is when a homeowner is most impressed. Consistent asking is what turns an occasional review into five to ten a month.

Specifics

Questions about the roofing company white-label snapshot build

General FAQ

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Next step

Ship the roofing company white-label snapshot system under your brand.

Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.

No retainer lock-in · 30 days notice · Your client never sees us