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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Run it yourself

The CRM under this system is TradesBackbone, our own product, set up for roofing contractors. You can sign up and switch it on yourself today, no call needed. Every TradesBackbone plan starts with a free trial, with no annual contract.

See TradesBackbone for roofing contractors

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 company, not a generic template. If you already have parts of this, we integrate with what's working. The review automation runs on ReputeLift, our own software, so it is built and supported by us rather than resold, and it never filters who gets asked: that is Google's rule and the FTC's, not a preference.

1

Fast post-storm outreach

The campaign is built and staged before the season, so the day a storm hits your area you fire it and it goes out to your past customers and leads as a text within minutes: 'Free roof inspection to check for damage before insurance deadlines.' You beat the chaser at the door. You decide when it runs; the work we do is having the audience, the message and the booking link ready so sending is one click instead of an afternoon.

2

Job photo documentation

Inspection photos attach to the job record and are typed as before, after or issue, with the upload time recorded. A supplement claim is then backed by one organized set per job instead of shots scattered across three phones. The required shot list stays your process; this is where it lands and stays.

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), with the direct Google review link pre-loaded. Every customer gets the same ask, because steady velocity is what moves local rank and choosing who gets asked is against Google's terms.

What it costs

Automation for a roofing business is scoped on a call with Martello Systems. That covers the CRM, missed-call text-back, storm-triggered outreach, insurance photo workflows, inspection reminders, and the team that builds and runs it. Roof jobs being the ticket size they are, one storm lead captured before it goes cold can pay for months of the fee.

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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

You fire it. We do not subscribe to a weather feed on your behalf and we do not claim to: you know your own market was hit long before a data provider would tell us. What we build is the staged campaign, so the send is one click on the day rather than an afternoon of copying phone numbers.
We migrate your data in from AccuLynx, JobNimbus, or Roofr, so contacts and job history come across without retyping. If you keep a tool with an API, such as CompanyCam for the photo workflow, we can scope a custom bridge as part of the build.
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.
Automation for a roofing business is scoped on a call with Martello Systems. That covers the CRM, missed-call text-back, storm-triggered outreach, insurance photo workflows, inspection reminders, and the team that builds and runs it. Roof jobs being the ticket size they are, one storm lead captured before it goes cold can pay for months of the fee.

Run it yourself, or have it built for you

Every TradesBackbone plan starts with a free trial, with no annual contract. Prefer it built and run for you? A free 15-minute call covers what is leaking and what a system would cover.