After a Central Massachusetts storm, calls can arrive while your crew is already inspecting and protecting roofs. Give each caller a clear intake path without sitting at a desk.
Worcester County, MA · Launch schedule confirmed after review · No tech skills required
Storm work compresses lead intake, inspection scheduling, insurance handoffs, and quote follow-up into a short window. A documented workflow keeps those steps visible without promising that every caller becomes a job.
A storm hits Shrewsbury and the voicemail queue grows while the crew is already in the field. There is no shared priority or assigned next step.
You inspect a roof in Holden and send the quote, but the next follow-up depends on someone remembering it after the weekend.
Insurance adjuster gives you the green light on a hail claim. The homeowner needs to sign. Three weeks later you realize the file fell through the cracks — and the homeowner went with a different roofer who followed up.
You’re tearing off a roof in Auburn. The phone rings, you cannot safely answer, and no intake response starts unless a workflow handles the missed-call event.
Every system below runs automatically, in your voice, while you stay on the job.
Answers your configured inbound calls 24/7 through storm season. Eligible calls that still go unanswered start the approved SMS after the phone provider confirms the event.
The system tags storm-damage and leak calls as urgent. You see exactly which leads to drive to today and which can wait for a normal estimate.
After you leave a whole-roof quote, the workflow follows the cadence and stop rules your team approved.
Insurance claims get tracked in a separate pipeline. The system reminds you when an adjuster report is due, when the homeowner needs to sign, and when material is ready.
Inspections and estimates book directly on your calendar. No phone tag. The right slot every time, even when you’re on a roof.
Yes — we build separate flows. Storm-restoration leads get an insurance-aware intake. Retail leads get a whole-roof intake. Each goes into its own pipeline so you can track them differently.
Yes. Commercial roofing intake asks about building size, roof type (TPO, EPDM, modified), and decision timeline. Goes into a longer-cycle pipeline with the right follow-up cadence.
That is when the intake rules matter most. The system records each eligible lead, runs the approved questions, and routes replies so your team can decide what to inspect and when.
We confirm the schedule after reviewing the phone provider, messaging registration, calendar, insurance handoffs, and integrations. We do not promise a rush launch before those checks pass.
The Contractor Takeover is $5,999 setup + $997/month. Booked Solid is $1,997 setup + $497/month. Both add $0.25 per AI-handled minute, billed separately. The AI Receptionist is $1,997 setup + $297/month + $0.25 per AI-handled minute, billed separately. It covers one business/location, one connected number, approved call and transfer rules, caller details, and email summaries. Booked Solid adds one supported calendar, one appointment type, and one fixed follow-up sequence; Takeover adds one estimate-follow-up workflow and a 30-minute monthly review. CRM builds and reactivation are separate scopes.
Book a 30-minute audit. We'll look at your current setup, estimate your lead loss, and tell you exactly what we can fix this week.
Book My Audit