Roofing companies processing storm leads and insurance claims lose deals every day to slow follow-up and estimates that fall off someone's to-do list. We build the automations that keep every lead and every claim moving — once, for a flat fee.
Sound familiar?
After a hailstorm you get 50 leads in 48 hours. Your team can't call all of them. The ones you don't reach call the next company.
You send an estimate. You mean to follow up in 3 days. You forget. The homeowner goes with whoever followed up.
Tracking which claims are approved, waiting on supplements, or need re-inspection — all in someone's head or a messy spreadsheet.
What we build
Lead from website/Facebook/door-knocking app → instant personalized reply → added to JobNimbus/AccuLynx → sales rep notified. Every lead contacted in seconds.
Estimate sent → automated follow-up texts at day 3, 7, 14 → CRM updated → rep notified when homeowner opens estimate. Close more without manual effort.
Claim filed → status milestones tracked → automated updates to homeowner at each stage → supplements trigger team alerts. No claim falls through the cracks.
Every Monday: leads by stage, estimates sent, jobs sold, revenue in progress → one formatted report in your inbox. Know your numbers without touching a spreadsheet.
The process
20 minutes. We ask about your lead sources, your estimating process, your claim tracking. Then we tell you what we'd build and what it would cost. No slides, no sales pitch.
Fixed hours, fixed price. We connect your existing tools — no software swaps, no new subscriptions, no surprises at the end.
Full walkthrough, Loom video, written handoff doc. Your automation, your accounts. $0/month to keep it running.
50+
Storm leads in 48hrs after a major event
automation contacts every one instantly
3x
More estimates close with automated follow-up
vs. manual follow-up that gets forgotten
$0
Monthly fees after delivery
one flat build price, then it's yours
Deep Dive
Roofing Company Automation: How to Automate Estimates, Follow-Up & Review Requests
Ready to stop the manual grind?
Book a free 20-minute call. We'll look at your current process — leads, estimates, claims — and tell you exactly what's automatable and what it costs. No commitment required.
Book Your Free Audit CallFAQ
JobNimbus, AccuLynx, Hover, EagleView, and most CRMs including HubSpot and Salesforce.
Storm lead response 40–50 hours ($8,000–$10,000). Estimate follow-up 30–40 hours ($6,000–$8,000). All one-time flat fees.
The automation processes every lead independently and simultaneously — it doesn't slow down at 50 leads. Every homeowner gets an instant personalized reply within seconds.
Yes, if the app supports webhooks or has an API (e.g., Spotio). We can pipe door-knocking leads into your CRM and trigger instant follow-up automatically.
One additional insurance job at $8,000–$12,000 covers most builds. With automated estimate follow-up closing 3x more estimates, payback typically occurs in 4–6 weeks.
No. One-time flat build fee. n8n under $20/month disclosed upfront.