Illustrative workflows
See How the Roofing Workflows Operate
Each example follows a specific roofing event from trigger to outcome. Every page is labeled as an illustrative workflow. No example contains a fictional client, an achieved metric, or a testimonial.
What you will find
Eight connected workflows, one clear pattern
A trigger starts the workflow. The system records the event and updates the record. A person owns the exception. Each page names the measures that tell you whether the workflow is working.
- Illustrative workflow
From a Missed Call to an Inspection
An eligible missed call triggers an acknowledgment text and a callback task. The assigned owner contacts the homeowner, qualifies the request, and books a real inspection through the calendar.
Read the workflow - Illustrative workflow
From a Web Inquiry to an Estimate
The inquiry is captured with source, time, and service area. The system qualifies it and routes it to the right rep. The rep books an inspection, the estimator visits the property, and the estimate moves to a reviewed draft.
Read the workflow - Illustrative workflow
Following Up on an Open Estimate
The open estimate is enrolled in a follow-up sequence. Each message has a purpose: a helpful question, an explanation, and an easy booking step. The sequence stops when the homeowner replies, books, opts out, or the team decides.
Read the workflow - Illustrative workflow
Requesting a Review After Job Completion
After a verified completion, the system sends a neutral review request to the eligible customer. The request is consistent and not gated by sentiment. A limited reminder sends if no response. Replies route to the team.
Read the workflow - Illustrative workflow
Keeping Homeowners Updated
Each verified milestone triggers an appropriate update to the homeowner. Delays trigger human-reviewed information, never an invented arrival time. Incoming replies route to the right person.
Read the workflow - Illustrative workflow
From a Customer Referral to an Appointment
The referred person uses the link and chooses to request contact. The system preserves attribution to the referring customer and assigns the new inquiry. The office contacts the referred person and books an appointment.
Read the workflow - Illustrative workflow
Routing a Surge of Roofing Inquiries
The system checks for duplicates, routes by territory, respects capacity, and queues overflow. The office monitors the queue and assigns owners as capacity opens.
Read the workflow - Illustrative workflow
Organizing Documentation for Review
The system classifies the provided evidence, flags missing information, and prepares a draft narrative. A qualified reviewer checks the draft before it is used. The output supports documentation work; it does not determine coverage.
Read the workflow
Find the workflow that needs attention
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