You know you are missing storm calls and letting estimates go cold, but you cannot disrupt your dispatch flow or confuse your crew leads during peak season.
Most roofing companies start with missed call recovery and estimate follow-up before adding review management and maintenance plan reminders.
Start with missed storm call recovery and open estimate follow-up. Both pay back within the first week of storm season.
Operator pulls missed calls, flags emergency and storm language, and drafts callback tasks for owner approval.
Owner or sales lead reviews callback queue and approves tasks
Operator monitors open estimates, flags those with no response after 72 hours, and drafts follow-up tasks for owner approval.
Owner or sales lead approves each follow-up message before it sends
Operator detects new reviews, drafts a response, and queues it for owner approval before posting.
Owner approves every review response
Review missed calls each morning, follow up on open estimates weekly, and respond to Google reviews when time allows.
No. The first practices sit outside your job management system and keep it as the system of record.
Missed storm calls after hours. A single missed estimate can be worth $8,000 to $20,000 in job value.
The starter practices are designed for 10 to 15 minutes per day reviewing and approving the recovery queue.
Operator installs on top of what you already use. Pick the software you run to see which workflows to replace first.
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