Workflow Automation for Roofing Contractors

Storm leads are the most perishable leads in any trade. A hail event creates 48 hours of hot demand and then the competition swarms in. We build the systems that capture storm leads before they cool and keep your documentation airtight through the insurance cycle.

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Where roofing contractors leak money

These aren't hypothetical. They're the exact gaps we see over and over when operators show us their day-to-day.

Storm leads go cold in 48 hours

After a hail event, homeowners get a storm chaser at the door within 24 hours. If your outreach is 'call us when you need us,' you're losing every single storm job to whoever was there first.

Insurance documentation chaos

Adjuster walks the roof. Your job is to document damage BEFORE the adjuster so supplement claims hold up. Scattered photos on three phones, no consistent process, supplements get denied, you eat the margin.

Adjuster + homeowner + insurance uncoordinated

Three-party communication (homeowner, adjuster, insurance carrier) gets tangled fast. The adjuster meets and nobody tells the homeowner what was agreed. Paperwork sits for weeks. Jobs stall.

No post-install inspection program

You installed a roof two years ago. Nobody has reached out since. When a storm damages it or the warranty expires, the homeowner calls the closest company — not you.

What we build for you

Every system below is custom-configured to your shop — not a generic template. If you already have parts of this, we integrate with what's working.

1

Storm-triggered outreach

Weather data triggers a sequence to past customers and leads in the hail footprint within hours: 'Your zip just got hit — free roof inspection to check for damage before insurance deadlines.' You beat the chaser at the door with a text on the phone.

2

Insurance photo workflow

Every inspection uses a guided photo checklist — 8 required shots, date-stamped, GPS-tagged, uploaded to the customer's file automatically. Supplement claims hold up because the documentation was consistent from day one.

3

Adjuster coordination

Adjuster meeting scheduled → homeowner gets a pre-meeting brief, adjuster gets a parking/access note, your rep gets the damage summary pre-loaded. Post-meeting, all three parties get the scope summary in writing within 4 hours.

4

2-year and 5-year inspection reminders

Every installed roof goes on a recall schedule: 2-year courtesy inspection (free, earns goodwill + a review), 5-year maintenance reminder, 10-year warranty check. You stay top of mind for the next decade.

5

Referral sequences for storm work

Storm jobs have social overlap — neighbors all got hit. Installed customer gets a referral ask 1 week post-install with a 'gift your neighbor a free inspection' link. Neighborhood-dense conversion is enormous for roofers.

6

Review automation tuned for roofing

Review request 3 days post-install (after first rain, usually). Split between Google + BBB + HomeAdvisor / Angi, weighted to wherever your rank is softest.

What this looks like after 90 days

Post-storm capture rate jumps because you're in the inbox hours after the event, not days. Supplement claims hold up because documentation is consistent. Two-year inspection revenue becomes a real line item. Neighborhood-referral density grows because the referral ask actually happens.

Who this isn't for

Roofers who don't work insurance claims and only do cash-pay remodel work. The systems work for both, but the real unlock is in insurance workflows. Pure retail roofers get less of the ROI.

Questions

We pull from NOAA storm reports and commercial weather data. When hail ≥1" or straight-line wind ≥60mph hits a zip you service, your outreach sequence triggers automatically. You approve once; the system runs from then on.
Yes to all. We integrate with whichever roofing CRM and photo platform you already use. CompanyCam integration is particularly common for the photo workflow.
Commercial workflows are different — longer cycles, bigger budgets, more stakeholders. We build separate tracks for commercial vs. residential if you do both.
Yes — the difference is we only message past customers and qualified leads, never cold-door a neighborhood. Your brand stays clean while you still capture the work.

Ready to see this built for your business?

Free 30-minute call. We'll audit what's leaking and show you what a system would cover.

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