Roofers

Turn more roofing enquiries into booked surveys and jobs.

Step Into AI answers calls, captures new enquiries, organises jobs and follows up quotes while you and your team get on with the work.

See Step Into AI for Your Roofing Business See How It Works

A CRM and AI receptionist configured for roofing work

Roofing is a trade where the enquiry usually arrives at the worst moment: while you are on a roof, driving between jobs, or at 9pm after a storm. It is also a trade where each enquiry can be worth anything from a small repair to a full re-roof, and where the customer has typically rung two or three other roofers already. Whoever answers first and sounds organised usually gets the survey.

Step Into AI is set up for that reality. The AI receptionist answers when you cannot, captures the property, the problem, the postcode and the urgency, and puts it in a roofing pipeline that runs from enquiry to survey to quote to job to review. Quote follow-up runs automatically so the estimating time you spent on the roof is not wasted. The same platform gives you a business phone number that stays with the company and call answering for the storm weeks when the phone does not stop.

The pages below describe exactly what is captured, the pipeline stages we configure for roofers, the automations that run, and the numbers you see on the dashboard. None of it requires you to type a customer record from the van.

Where roofing businesses lose work

Roofing enquiries arrive when you are least able to take them.

Calls while you are up a ladder

Or driving between jobs. The phone rings, you cannot answer, and a leaking roof does not wait for a callback.

Emergency enquiries

Storm damage and leaks are urgent and high value. The first roofer to answer usually gets the job.

Estimates that go quiet

You climbed up, measured, priced it and sent it. Then nothing, because nobody chased it.

Jobs at every stage

Survey booked, quote sent, waiting on scaffold, waiting on materials, waiting on weather. Hard to hold in your head.

Reviews never requested

Happy customers with dry lofts, and a Google profile with four reviews.

Seasonal peaks

Autumn storms bring a flood of calls exactly when the team is stretched thinnest.

Configured for your enquiries

What the receptionist captures from a roofing enquiry

Configured so that you can price, prioritise and book a survey from the summary alone. Add or remove questions at any time.

Captured on every enquiry

  • Property type: terraced, semi, detached, flat roof, commercial
  • The problem in the customer's words: leak, slipped tiles, storm damage, flat roof, chimney, guttering, fascias, full re-roof
  • Is water coming in now? Used to flag emergencies
  • Full address and postcode, checked against the area you cover
  • Photos requested by text after the call, saved to the lead
  • Access notes: scaffolding, parking, conservatory below
  • How soon they need someone, and best times for a survey
  • Whether they are the homeowner, a landlord, an agent or an insurer
  • Where they found you, for marketing attribution

Workflow

One roofing enquiry, start to finish

This is the journey the platform is configured to run for a business like yours.

  1. Call inAuto
    New roof enquiry rings while the team is on site
    • Answered by the receptionist after 4 rings
  2. QualifiedAI
    Property type, issue, postcode and urgency captured
    • "Semi-detached in Stockport, tiles slipped after the wind, water coming in"
  3. You alertedYou
    Urgent leak flagged to you immediately
    • Non-urgent enquiries wait in the pipeline for the evening
  4. Site visitAuto
    Survey booked for tomorrow morning
    • Customer gets a confirmation text with your name and ETA
  5. QuoteYou
    Quote sent and marked in the CRM
    • Follow-up sequence starts automatically
  6. Follow-upAuto
    Polite check-ins at day 3 and day 7
    • Stops the moment the customer replies
  7. WonAuto
    Job accepted, scheduled, materials ordered
    • Customer told the start date automatically
  8. ReviewAuto
    Review request sent the day after completion
    • Annual gutter check reminder scheduled for next autumn

Pipeline

Pipeline stages for a roofing business

Stages are configured for you at setup and can be renamed or reordered at any time.

  1. 1New enquiryCaptured by receptionist, form or your team. Acknowledged within minutes.
  2. 2Survey bookedSite visit in the calendar. Customer confirmed by text and reminded the evening before.
  3. 3Quote sentMarked from the van. Follow-up sequence starts the same day.
  4. 4ChasingCheck-ins at day 3, 7 and 14. Stops when the customer replies.
  5. 5WonScheduled, materials ordered, customer told the start date and scaffolding arrangements.
  6. 6In progressWeather delays and updates sent to the customer without a phone call.
  7. 7CompletePhotos attached, invoice status synced, review requested the next day.
  8. 8LostReason recorded. Revisited automatically before the next autumn.

Your bundle

Recommended for roofing businesses

Start with the parts that fix your biggest leak. Add the rest when you are ready.

AI ReceptionistAnswers every call while you are on the roof and captures the details that let you price the job Business PhoneOne company number your customers keep calling, whoever is on the tools CRM & Lead ManagementEvery roof, survey, quote and job at a glance, with the next step beside it Follow-Up AutomationQuotes chased politely and automatically, so your estimating time is not wasted Reviews & ReactivationReviews after every job and annual maintenance reminders that bring repeat work

Automations that run for you

  • Emergency leaks flagged to your phone immediately, day or night
  • Photo request sent to the customer after every new enquiry
  • Survey confirmation and reminder texts
  • Quote follow-up at day 3, 7 and 14, then monthly
  • Start date and weather delay updates to the customer
  • Review request the day after completion
  • Gutter and roof check reminder to past customers each autumn
  • Supplier and insurer calls routed to the office, not the sales pipeline

Each one can be set to always ask, auto-approve, or escalate. How approval works.

Numbers your dashboard shows

  • Calls answered, missed and answered by the receptionist, by week
  • Enquiries by source: Google, referral, advert, Checkatrade, repeat
  • Surveys booked and the enquiry-to-survey rate
  • Quotes sent, quotes won, and value won by month
  • Quotes outstanding and how long each has been waiting
  • Average time from enquiry to first contact
  • Reviews requested and received

More on reporting and dashboards.

Example

An example week for a three-van roofing firm

Monday brings eleven calls. Seven are answered by the team. Four come in while everyone is on a re-roof in Sale, and the receptionist takes them: two leak repairs, a flat roof quote and a supplier. The two leaks are flagged as urgent and the owner calls both back from the van at lunchtime.

By Wednesday, three surveys are booked and confirmed by text. Two quotes go out. The CRM starts the follow-up sequence on both.

On Friday, one customer replies to the day-3 follow-up asking about payment terms. The reply lands in the shared inbox, the sequence stops, and the job is won by Monday. The other quote gets a further check-in the following week.

Nobody in the business typed a customer record all week.

This is an illustration of how the platform is designed to work, not a customer case study. We will publish real pilot results as they become available.

Questions from roofing businesses

Can the receptionist tell an emergency from a routine enquiry?

Yes. It asks whether water is coming in, whether there is storm damage, and how soon the customer needs someone. You set what counts as urgent and how you want to be alerted.

We price every job on site. Can it book surveys?

Yes. It can offer survey slots from your calendar, or take the customer's availability for you to confirm. Either way the address, issue and photos requested by text are waiting in the CRM before you arrive.

Our work is seasonal. Can we scale up and down?

Plans are monthly. Many roofing firms run the receptionist all year and add more AI call minutes over autumn and winter.

Does it handle insurance work and scaffolding suppliers?

The receptionist can recognise supplier and insurer calls and route them differently from homeowner enquiries, for example straight to the office rather than into the sales pipeline.

Resources

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What happens to your next roofing enquiry?

See how Step Into AI would answer it, organise it and follow it through to the next step.

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