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Roofing: Answer every leak and storm call

The Roofing blueprint configures a client account to handle leak and storm calls around the clock, follow up on open estimates, and track insurance claims from first contact through completion. It is built for roofing contractors who deal with emergency repairs, storm damage, and long insurance timelines.

Watch how the Roofing blueprint handles storm damage inquiries, estimates, and insurance claims.

Who it's for​

Roofing businesses that respond to emergency leaks, storm damage, and insurance claims.

What it solves​

When a homeowner reports a leak after a hailstorm or needs an inspection for an insurance claim, the call gets answered immediately, even after hours. Every estimate is followed up automatically, and jobs with open insurance claims are tracked separately so nothing gets lost.

What's included​

The Roofing blueprint includes:

  • AI receptionist: answers calls and web chats day and night. When a homeowner reports hail damage, it checks whether water is coming in, then gathers the damage details, insurance information, roof age, and preferred inspection days for the team to confirm. The homeowner is added to the CRM as a contact.
  • Pipelines: three tracks — the Roofing Sales Pipeline for standard jobs, the Insurance Claim Track for storm and insurance work, and the Commercial Roofing Pipeline for property managers and commercial accounts.
  • CRM custom objects: Roofing Jobs, Insurance Claims (with claim details, adjuster information, and settlement tracking), and Properties.
  • Automations: Estimate follow-up drip (checks in on open estimates), Post-job review request (asks for a review when a job is won and skips open insurance claims), and Maintenance inspection due alert. Automations arrive as drafts for the client to turn on.
  • Campaigns and email templates: Storm season alert, fall roof check, roof anniversary check-ins, and insurance claim milestone updates.
  • Smart Lists: aging roofs, estimates still waiting, open insurance jobs, and maintenance inspections due.

Required products​

Your client account needs these products turned on before the blueprint can be applied:

  • Campaigns Pro
  • Reputation Management (Premium)
  • CRM AI
  • Conversations AI – Embedded, or another Inbox product with AI

Add and apply the blueprint​

To use this Blueprint Template, find Roofing: Answer every leak and storm call in the Blueprint Templates tab at Partner Center → Blueprints, then add it to your blueprints and apply it to a client account. Make sure the required products are turned on first.

For step-by-step instructions, see Create a blueprint and Apply a blueprint.

Automations arrive as drafts so the client can turn on the ones they want live. Campaigns are also delivered as drafts and editable templates.