A homeowner reaches out.
Morgan · Website inquiry
Review your process.
Roofing services, service area, estimate visits, and your current sales process.
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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.
Morgan · Website inquiry
A homeowner asks about a roof replacement. Your team reviews the property and materials before preparing a proposal.
A homeowner asks about replacement.
The conversation stops there.
You assess the roof and send a price.
Material and timing questions go unanswered.
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.
Capture the address, contact details, and what the homeowner reports through configured forms, chat, and AI calls.
Follow up on your recorded proposal so questions about the roof can return to your team.
Invite eligible homeowners to share a review or an introduction after your team confirms completion.
Your business. Connected. From inquiry to follow-up.
Set up around your services, your calendar, and your customers.
Built for your roofing business
Roofing services, service area, estimate visits, and your current sales process.
We configure your website, AI answers, and customer follow-up.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your team assesses leaks, storm concerns, and roof condition.
Step 02 / Convert
Your team owns assessment, materials, scope, price, and the work schedule.
Prepared by your roofing team
“Any questions about your roof proposal?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Invite an honest experience.
Your team follows up on introductions.
Approved past-customer outreach.
Your website. Your AI. Your follow-up.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
How SalesOS fits your roofing business.
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.
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.
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.
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.
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.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call