An AI receptionist for roofing companies that answers the storm surge and books the inspection
Roofing is a speed-to-lead trade. The homeowner with a tarp on the roof calls three companies and goes with the one that picked up. Here's how the AI makes sure that's you, and what it does after the inspection.
Ballpark prices by phone and text, and the Quick Quote page, work when you turn on the estimator in Settings (included on Elite, a $20/month add-on on Basic and Pro). With it off, Alex books the visit instead of giving a price.
Where roofing companies actually lose the job
Roofing has two seasons: nothing, and everything at once. The week after a storm you can't answer the phone and run inspections and adjuster meetings; the week after that the phone is quiet and the quotes you sent are getting cold. Both halves lose money. During the surge, every call that hits voicemail is an inspection someone else books, and roofing homeowners don't leave messages, they dial the next number. After the surge, the estimate you handed over on the driveway sits in a kitchen drawer while the customer waits on the adjuster and forgets which company said what.
Receptionist services with small minute allowances or per-call pricing are built for businesses with steady volume; a roofing company on one of those pays overage in the exact month it can least afford to think about it. And a human answering service takes one call at a time, which is precisely the wrong shape for a storm day.
What the AI does on a roofing company call
The AI answers every call at once, as your company, day or night. It asks what a roofing CSR would: is this storm damage or an aging roof, is there an active leak, is an insurance claim involved, the address, roof type if they know it, and whether they've had an adjuster out. It knows your service area, so it declines the call from two counties over politely. It checks your Google Calendar's free/busy and books the inspection into a real open slot, with the customer's details and the storm/insurance notes on the event. If you put active leaks on your emergency list, Alex, the AI receptionist, rings your on-call phones in order (you, then your crew lead): each gets a text briefing first, and whoever presses 1 takes the call. Homeowners can also text photos of the damage; Alex saves them to the customer card, so you see the roof before you drive out.
Alex doesn't give roofing prices over the phone; homeowners who want a ballpark before they commit get your instant-quote page, where they answer a few questions and get a range, then book. If they ask whether you work with insurance claims or offer financing, Alex answers from the one line you give it and never promises a claim will be covered or a loan approved. Robocalls are screened out and kept off your lead list.
What happens after the call
Roofing quotes have a long tail because insurance is involved, and that's exactly where follow-up wins. After the inspection and estimate, the customer enters a text sequence at 24 hours, 3, 5 and 10 days, written for the roofing conversation ("Did the adjuster's numbers come in? Happy to walk through them with you") and stopping the moment they reply. Objections on the call ("we're getting three bids," "the insurance check isn't here yet") trigger a recovery script instead of a polite goodbye. Missed calls get an instant text-back. Inspections get a reminder the day before so you're not driving to an empty house.
Every number you publish is tracked as a separate source, which in roofing means you finally know whether the storm-chasing door-knockers, the LSA budget, the yard signs or the referral program produced the signed contracts.
A week on the phone, roofing company edition
This is an example of how the system handles a week, not a customer's results.
Wednesday night a hailstorm crosses the west side of town. Thursday, 7:15 am, four calls come in inside ten minutes while you're on the phone with your supplier. The AI answers all four: two storm inspections booked for Friday, one active leak rung through to your crew lead with a text briefing first, one caller outside your service area sent on their way politely. By 9 you have six inspections on the calendar and you haven't touched the phone.
Ten days later the surge is over. A text comes in from a Friday inspection: "adjuster approved it, let's go." That's the day-10 follow-up. Meanwhile a homeowner from last month who said "we're getting three bids" gets the recovery script and books a second conversation. Saturday you look at the dashboard: 41 calls this week, 22 inspections, 6 contracts signed, and the LSA ads produced more signed roofs than the yard signs by a wide margin.
What AI Front Desk Helper does besides answer the phone
Answering the phone is the entry point, not the product. Here is the rest of what runs once a contractor is on AI Front Desk Helper:
- Booking that respects your calendar. Alex checks your own Google Calendar and offers real open times, so it never books a slot you're already on a job for. Jobs per time slot, arrival windows, appointment length, same-day booking and service days by ZIP code are all settings. Reschedules and cancellations move or remove the event.
- Crews, not just one calendar. Optional auto-assign books each job to a free crew member in turn, using their own calendar and work days, and adds them to the event. Repeating visits (weekly, every two weeks, monthly) can be paused for one customer or for the season.
- After-hours emergencies. You write what counts as an emergency and list up to three on-call phones. Alex rings them in order with a text briefing, and the tech presses 1 to take the call. Emergency texts and website chats alert the same phones, and a tech can reply CALL to be connected.
- Photos by text. Customers can text a photo to your number. Alex saves it to their card, forwards an emergency photo to the on-call phones, sends your Quick Quote link for a job it can price, and offers a visit for anything else.
- Straight answers on price. With the estimator turned on, for junk removal, window cleaning, pressure washing, house cleaning, pest control, garage doors, pool service, flooring, concrete, window installation, stump grinding and lawn care, Alex gives a ballpark from your own price sheet and says the crew confirms on site. Trades that price on site can set a service call fee, and Alex answers financing and insurance questions from what you set. No number you didn't give it.
- Instant online quotes. A branded quote-and-book page for your business (yours looks like quote.yourcompany.com) where customers get a ballpark and pick a time, day or night. Built in for painting, roofing, siding, fencing, gutters and the twelve trades above, and switched on with the estimator (included on Elite, a $20/month add-on on Basic and Pro).
- Estimate follow-up that doesn't quit. Text sequences at 24 hours, 3, 5 and 10 days on every quote that hasn't closed, written like a contractor, stopping the moment the customer replies.
- Objection detection. "Too expensive" or "need to think about it" triggers a recovery script instead of a polite goodbye.
- Outbound campaigns. AI calls and texts to your past-customer list for seasonal reactivation, win-backs and referral asks. You set the campaign; it dials.
- Google Business Profile, handled. Every new review gets an owner reply drafted for you; profile posts can be drafted, approved and scheduled weeks ahead; a profile health audit shows how you stack up against nearby competitors.
- Revenue coaching by lead source. Every phone number is tied to where it came from (Angi, LSA, Facebook, referral, yard sign), so the dashboard shows which marketing produces booked revenue and which to cut.
- Customer DISC profiles. Every caller and texter gets a buying-style read (D, I, S or C) from what they actually said, with a confidence flag, so you walk into the estimate knowing how to sell to them.
- Franchise HQ. One rollup across every location for multi-unit operators.
- Reseller program. Agencies can offer the whole system under their own brand. How it works.
- Optional add-on: AI Rep Coach. Records in-home estimates and coaches the people who sell, with manager review and team analytics. Sold separately, per seat.
Setup for a roofing company
One onboarding call. We load your services (repair, full replacement, storm and insurance work, gutters if you do them), roof types you handle, your service area, your inspection calendar and your rules for the instant-quote page. You forward your existing number or port it. Most roofing companies are live within the week, and the first storm after that is the day the difference shows.
Pricing
| Plan | Price | Includes |
|---|---|---|
| Basic | $297/mo | 24/7 AI call answering, missed-call text-back, lead capture and CRM sync, call transcripts. |
| Pro | $497/mo | Everything in Basic plus Google Calendar booking with free/busy checks, SMS follow-up sequences (24h / 3d / 5d / 10d), website AI chat widget, appointment reminders, Facebook Messenger. |
| Elite | $997/mo | Everything in Pro plus outbound AI campaigns (win-backs, seasonal reactivation, referral asks), AI revenue coaching by lead source, Google review response writer, objection detection, referral autopilot, franchise HQ rollup. |
Annual billing is two months free. Call minutes included every month: 500 on Basic, 1,200 on Pro, 3,000 on Elite (extra minutes $0.30). No setup fee, month to month.
Which plan for a roofing company
Roofing companies usually start on Pro for the calendar booking and the follow-up sequences, since the insurance timeline is where roofing quotes die. Elite earns its price for any roofer doing real marketing spend: revenue by lead source tells you what the storm season actually returned per channel, and the outbound campaigns re-engage the inspections that never signed once the next storm hits. Basic is the answer only if you have an office team and just need the phone covered after hours.
Questions roofing companies ask
Can it handle a storm surge?
Yes. The AI answers every simultaneous call, so there's no queue. Pro includes 1,200 call minutes a month and Elite 3,000; extra minutes are $0.30 each.
Does it understand insurance claims?
It asks whether a claim is involved and whether an adjuster has been out, notes it on the booking, and the follow-up sequence is written around the insurance timeline. When a caller asks whether you work with insurance claims, Alex answers from the yes or no and one line you give it, and never promises a claim will be covered. It doesn't negotiate with adjusters; you do.
What about active leaks?
If active leaks are on your emergency list, Alex rings up to three on-call phones in order, you and then your crew lead, each with a text briefing first; whoever presses 1 takes the call. If nobody answers, the caller leaves a message and every on-call phone gets "MISSED EMERGENCY" and the transcript by text.
Can it screen out calls from outside my service area?
Yes. Set your service area by radius, ZIP codes or state, and it politely declines out-of-area calls without booking them and saves their details as an out-of-area inquiry.
Will it know when I'm on a roof and can't take a transfer?
It doesn't need to. Alex only transfers during business hours, to your office line, when a caller asks for a person or it's a commercial job, a big job or an upset caller. Everything else it books itself, and you get a text when an inspection is booked.
Fifteen minutes. We call your business line, run a real roofing company call, and show you what happens after it. You decide.
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