Sub-industry · Roofing Contractors
A roof job that never sits still between the lead and the ladder.
We build the pipeline roofing crews run every job through (estimate, survey, quote, scheduled, complete) so a lead never idles waiting for someone to move it forward.
Pipeline · 5 jobs
Tue 12 Jun
214 Birchwood Dr
Asphalt shingle · 24 sq
Scope pending
Lead in · 20 min ago
88 Redgate Ct
Standing-seam metal
Draft $18,400
Survey Thu 9:00 AM
1204 Alder Ave
Asphalt shingle · 31 sq
$14,750 sent
Awaiting decision
77 Millrace Ln
Clay tile
$26,900
Crew B · Mon 7:00 AM
39 Harborview St
Asphalt shingle · 18 sq
$15,200 closed
Final walk done
Quote Q-2291 · no reply in 48h -> follow-up sent, survey re-offered for Thursday
Where a job sits right now, and what it's waiting on
The pipeline
Five stages, one board, nothing waiting in a drawer
This week's pipeline, illustrative. A job only leaves a stage once the next one has actually started.
9
Estimate
6
Survey
7
Quote
4
Scheduled
14
Complete
Where a job stalls
Six ways a high-ticket roof job goes sideways
Storm leads flood in and go cold
A hailstorm can put two hundred numbers on the phone in a single afternoon, and most roofing offices still work the list one call at a time.
The slow estimate loses the bid
A homeowner comparing three roofers signs with whoever shows up first with a number, not whoever would have done the better job.
Surveys get missed or no-showed
A crew drives out to measure a roof and finds no one home, because the visit was never confirmed the day before.
Quotes go quiet after they're sent
A priced proposal sits in an inbox for two weeks with nobody following up on the decision it's waiting on.
Weather rewrites the week daily
A crew booked for Tuesday can't tear off a roof in the rain, and re-slotting six jobs by phone eats the whole morning.
Warranty callbacks get lost in email
A leak six months after the job goes to whichever inbox the homeowner happens to find, instead of the crew who can actually fix it.
None of this is a staffing problem. It's a pipeline problem, and the board just needs to hold every job at once.
The estimate
Every roof type takes its own path to a price
A shingle tear-off and a commercial flat roof get scoped differently, so the estimate splits by what's actually on the deck.
Steep-slope & shingle
- Ladder-assist photo capture at the door
- Pitch and square takeoff pulled from the survey
- Shingle-line pricing by manufacturer tier
- Storm-damage documentation ready for a claim
Low-slope & metal / flat
- Drone flyover for flat and low-pitch decks
- Membrane and seam condition notes
- Tonnage and drainage takeoff
- Commercial multi-building batching
SV-3142 · 88 Redgate Ct
Roof survey
Synced from the flyover the moment it lands
Flagship · the survey
A survey that arrives at the estimate already knowing the roof
Roofing estimates go stale in the gap between the survey and the price, and the gap exists because the survey arrives as photographs somebody has to interpret. Measurements that travel with the file are what let the estimate be written the same day the crew leaves.
Once a measurement visit wraps, nobody types the file up from a notepad. Squares, pitch, layers, and decking condition are already sitting on it, photos and all, before the estimator opens the job.
- Measurements and pitch pull straight from the flyover, with no tape-measure guesswork
- Photos and decking notes travel with the file into the estimate
- A scope this complete prices itself the same day the crew leaves the driveway
- The survey closes back to the pipeline the moment it's uploaded
Lead to closed roof
Watch a real lead move through the pipeline
Hand over a lead sitting in your inbox right now and we'll run it through capture, survey booking, and quoting on your own numbers, so you can watch the pipeline build the job in real time.
On the pipeline right now
9
Estimate
6
Survey
7
Quote
4
Scheduled
14
Complete
How the job moves
From a captured lead to a crew on the roof
Stage 01
Capture every lead
Calls, forms, and storm-chaser traffic all land on one pipeline the moment they come in, day or night.
Stage 02
Book the survey
A measurement visit gets offered, confirmed, and reminded automatically, so a crew never drives to an empty driveway.
Stage 03
Price the scope
Squares, pitch, and material choice turn into a priced quote the same day the survey wraps.
Stage 04
Schedule around the forecast
Installs slot into the weather window as well as the calendar, and re-flow automatically when one closes.
Each stage lays over the last. The pipeline is moving real leads well before the rollout is finished.
Weather windows
The calendar proposes a day. The forecast decides.
Illustrative forecast. A crew only gets slotted into a tear-off on a day the roof can actually stay open.
Mon
Clear
Install
Tue
Clear
Install
Wed
Rain
Hold
Thu
Wind 28 mph
Hold
Fri
Clear
Install
Sat
Clear
Install
Sun
Scattered showers
Hold
Warranty & aftercare
What a homeowner is covered by once the crew packs up
Materials
25-year manufacturer
Registered automatically the day the last course goes down.
Workmanship
5-year labor guarantee
Covers install defects, tracked back to the crew and the job file.
Post-storm reinspection offered automatically after severe weather
An annual inspection reminder before the season that finds problems early
Warranty claims route straight to the crew that did the original job
Questions
What an office asks before it switches the board
Can it handle a flood of storm leads at once?
Yes. Every call, form, and storm-chaser lead lands on the same pipeline the moment it comes in, so a two-hundred-lead day gets worked in order, whoever happens to answer the phone.
How does survey scheduling avoid no-shows?
Every measurement visit is offered, confirmed, and reminded automatically the day before, so a crew shows up to a driveway that's actually expecting them.
Does a quote really get followed up on its own?
A priced proposal that goes quiet gets a scheduled follow-up, so a decision doesn't quietly disappear into an inbox.
How does scheduling work around bad weather?
Installs slot against the forecast as well as the calendar, and a closed weather window re-flows the affected jobs automatically, with no round of phone calls.
Will it work with the field tools we already run?
We integrate with the estimating, scheduling, and CRM tools your crews already use, so the pipeline and your existing systems stay in sync.
Related services
What runs behind a roofing pipeline
Elsewhere in the trades
More of Home & Field Services
Let's talk
Running a large platform, shaping a first MVP, or getting a product ready for a funding round? Tell us where you are. We'll shape the process around it, and stay with you after launch.
