For Residential roofing companies doing retail reroofs and storm insurance work
Follow up on retail roof estimates before homeowners go elsewhere
Retail reroof buyers usually get several bids. The rep sends a proposal, the homeowner opens it twice, and then the rep gets busy with the next inspection. The company that follows up first usually gets the job.
What it can cost you
Example: 2 extra signed retail roofs a month at $14,000 each = $28,000 a month in sold work.An illustration, not a promise. Your Opportunity Scan puts a real number on it.
What the system checks overnight
- Lists proposals sent but not signed, with no call, text, or note since.
- Flags proposals the homeowner opened more than once without signing.
- Ranks open proposals by size and age, biggest first.
- Tracks follow-up speed and close rate by rep.
- Flags open proposals where financing was never offered.
Where it reads from
- Roofr
- JobNimbus
- AccuLynx
What happens when it fires
The rep makes the call. The system drafts a short follow-up for each open proposal and assigns it to the rep who ran the inspection.
Autonomy level: Draft for approval. The system prepares the message or task, and you approve it before anything goes out.
What we guarantee
Every sent proposal gets a follow-up task assigned by the next business day. We agree on the metric before the Sprint starts and measure it over the first 20 business days after go-live. If we miss it, you get half your Sprint fee back. Dollar savings are tracked in your monthly saves log, reported rather than promised.
Questions
Can it tell when a homeowner opened the proposal?
If your proposal tool tracks views, the system reads that. Otherwise it works from sent dates and logged activity.
Will my reps feel micromanaged?
The brief goes to whoever you choose. Many owners send each rep only their own list, which reads like a to-do list, not a report card.
Do I need new software for this?
No. The system reads from the tools you already use, with read-only access by default. A guardrail layer controls exactly which data the AI can see.
What does it cost?
A 3-week Sprint is $6,000 fixed and includes the morning brief plus one automation tied to an agreed metric. Ongoing support is $1,500 a month, or $500 a month to keep it running without new automations. If the agreed metric is missed over the first 20 business days after go-live, half the Sprint fee is refunded.
How is this different from a dashboard app or a free AI kit?
A dashboard app shows numbers when you go look. A free AI kit gives you the parts, and you do the setup, the upkeep, and the checking. Here the alarms are built for your kind of business, they watch outside data like market rates and rule changes alongside yours, and on Run or Keep-Running, the person who built them keeps them working and logs what they caught.
More alarms for roofing contractors
Seven more things worth watching.
- Insurance supplements stuckTrack every supplement sent to a carrier, flag the ones with no response, and see which carriers and adjusters are slowing you down.
- Depreciation checks not releasedFlag finished insurance roofs where the completion paperwork never went to the carrier, so the depreciation check is still unpaid.
- Material price increases on signed jobsCompare supplier price changes against signed but unbuilt jobs, so you see the margin drop before the material order goes in.
- Material and labor over estimateCompare ordered squares, returns, dumpsters, and crew pay to the estimate on every finished roof, and see which jobs lost margin.
- Sold backlog agingSee signed roofs waiting on material, approvals, or a crew, with the dollars aging in your backlog and how full each crew is.
- Missing job photosCheck every active roof in CompanyCam for the required photo set, so supplements, depreciation requests, and warranty claims hold up.
- Storm leads not inspectedAfter hail or wind hits your area, see which leads are still waiting on an inspection, sorted by rep and by neighborhood.