A homeowner reaches out.
Morgan · Website inquiry
Review your process.
Roofing services, service area, estimate visits, and your current sales process.
Same Roofing Business. More jobs, More estimates, More reviews, and More referrals.
Capture the roof inquiry. Follow up on the proposal. Keep the relationship after the work.
Your website, AI, and follow-up. Set up for you.
A new roof starts with a conversation.
A homeowner asks about a roof replacement. Your team reviews the property and materials before preparing a proposal.
Your roofing business · Follow-up gapsTwo moments that matter
The roof inquiry
Waiting for a reply.
A homeowner asks about replacement.
The conversation stops there.
The roofing proposal
Waiting for a decision.
You assess the roof and send a price.
Material and timing questions go unanswered.
What slips awayA chance to explain your proposal before the homeowner chooses.
From roof inquiry to the next conversation.
Keep roofing inquiries, configured estimate appointments, and proposal follow-up together in SalesOS while your team assesses and schedules the work.
| Customer moment | Connected next step |
|---|---|
| Roof replacement inquiry | Contact + request captured |
| Roofing proposal recorded | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Start with the property.
Capture the address, contact details, and what the homeowner reports through configured forms, chat, and AI calls.
Make room for questions.
Follow up on your recorded proposal so questions about the roof can return to your team.
Stay known after the work.
Invite eligible homeowners to share a review or an introduction after your team confirms completion.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your roofing business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
A roof to discuss.
The details in one place.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the property address and homeowner’s description with their contact details.
- Give your estimator context before the first conversation.
Your team assesses leaks, storm concerns, and roof condition.
Illustrative example
Form Chat Call
Morgan’s propertyRoof replacement inquiry
- Contact
- Homeowner details
- Location
- Property address
- Request
- “We’re planning a new roof.”
Your team reviews the request
Step 02 / Convert
You send the proposal.
Make questions welcome.
- Let homeowners select a roof estimate appointment from your configured times.
- Follow up once your team records the replacement proposal and price.
- Bring material and project questions back to the people who know the roof.
Your team owns assessment, materials, scope, price, and the work schedule.
Illustrative example
Estimate visit selectedFrom your configured availability
Roof replacement proposal
01Roof assessed
02Scope & materials
03Your price
Prepared by your roofing team
SalesOS follow-up
“Any questions about your roof proposal?”
Step 03 / Compound
The roof is finished.
Stay in touch.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Stay in touch through approved homeowner campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Roof completeConfirmed by your team
Review request
Invite an honest experience.
Referral invitation
Your team follows up on introductions.
Keep the conversation open
Approved past-customer outreach.
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your roofing business.
Can SalesOS take calls about an active leak or storm damage?
Configured forms, chat, and AI calls can gather the homeowner’s description and contact details for your team. Your business assesses urgency and decides the response. SalesOS does not diagnose roof damage, dispatch emergency crews, or promise an arrival time.
Can it decide whether a roof needs repair or replacement?
No. Your roofer assesses the property and recommends the work. AI answers routine questions using approved business information, such as your service area or how to request an estimate. Measurements, condition assessments, material choices, and scope stay with your team.
Can homeowners book a roof replacement estimate?
Yes, using your configured estimate availability. Your business sets appointment hours, duration, and travel buffers. Repair work, installation dates, crew assignments, and weather-related schedule changes remain with your team. An estimate appointment is not a booked roofing job.
What happens after we send a roofing proposal?
Your team records the quote and price. Configured follow-up can ask whether the homeowner has questions about the proposal. Your team explains materials, scope, warranties, price changes, and project timing, then records the decision. Follow-up depends on account settings and eligibility.
Does SalesOS handle insurance claims or coverage questions?
No insurance determination or claim handling is promised. Your team handles claim-related questions through its own process and appropriate contacts. SalesOS can retain the homeowner’s inquiry, but it does not assess coverage, negotiate a claim, or promise that a roof will be paid for.
Can a completed roof lead to reviews and referrals?
After your team confirms completion, eligible configured requests can invite an honest review or a referral. Homeowners choose whether to respond, and your team personally follows up on introductions. Approved past-customer campaigns can keep your business in touch; they do not schedule roof inspections or maintenance automatically.
What do we bring to the setup call?
Your roofing services, service area, estimate availability, approved business answers, and current website, phone, and sales tools. We review the handoffs before configuring the system. Compatibility must be checked for your business. Your team remains responsible for quote details, job schedules, outcomes, and completion status.
You handle the roofing.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call