IronBridge Automation
Roofing Industry

Automation for Roofing Contractors

What This Means for Roofing

Automation for roofing contractors means systems that capture storm leads, book inspections, follow up on estimates, and triage emergency repairs without office staff answering every call. For operators managing crews, insurance claims, and seasonal demand spikes, automation handles lead response, appointment scheduling, and estimate follow-up so your team can focus on closing jobs and managing projects.

Common Problems in Roofing

Operational bottlenecks that cost you leads and revenue.

Storm season call surges overwhelming your office while crews are in the field
Inspection requests lost to voicemail when competitors answer their phones
Estimates sent with no systematic follow-up, leaving tens of thousands unclosed
No way to prioritize emergency leaks versus routine inspections after hours
Insurance job leads sitting in limbo with no automated check-in process
Lead services sending referrals that take hours or days to contact
Staff spending entire days returning calls instead of closing jobs or managing crews

Systems We Implement for Roofing

Tools tailored to storm response, inspections, and estimate follow-up.

Storm response call handling with automatic inspection booking and damage triage
Emergency leak detection and escalation to on-call crew with urgent SMS alerts
Inspection scheduling integrated with your calendar and crew availability zones
Multi-touch estimate follow-up sequences at 3, 7, and 14 days after quote delivery
Insurance claim status check-ins for customers waiting on adjuster approval
Lead speed-to-contact automation responding to referrals in under 60 seconds
Appointment reminders sent 24 hours before scheduled inspections
No-show follow-up offering one-click rescheduling links via text
Photo intake via text for damage assessment before crews arrive on-site
CRM logging with damage type, roof age, insurance status, and urgency tags
Seasonal campaign triggers for gutter cleaning, maintenance, or storm prep
Call volume reporting showing peak hours, conversion rates, and lead sources

How It Works

From storm damage to signed contract, automated.

01

Homeowner Inquiry

Call, text, or web form from homeowner needing inspection, repair, or full replacement reaches your system.

02

Damage Assessment

System asks about damage type, leak status, roof age, insurance involvement, and urgency to prioritize response.

03

Booking or Escalation

Routine inspections booked automatically. Emergencies escalated to on-call crew. Complex jobs flagged for callback.

04

Estimate Follow-Up

After quote delivery, automated follow-up messages ask about questions, insurance decisions, or scheduling.

05

Logging & Reporting

Every interaction logged in CRM with photos, damage notes, and recommended actions for your sales team.

Frequently Asked Questions

How do you handle the call surge after a storm without hiring temporary staff?

The system scales instantly to handle high call volume. It answers every call, asks qualifying questions about damage type and urgency, and books inspection appointments based on available slots. Leads are logged in your CRM with damage details, location, and photos if submitted via text. You can prioritize emergency repairs versus inspections, and the system queues callbacks for when crews are available. This prevents lost leads during storm season without paying for seasonal call center staff.

Can this follow up on estimates that have been sitting for weeks or months?

Yes. The system sends timed follow-up messages to homeowners with pending estimates. Messages are personalized and ask if they have insurance questions, want to schedule, or need a revised quote. You define the timing—typically 3 days, 7 days, and 14 days after the estimate. If the homeowner responds, the conversation is routed to your team. Many roofers see 15-25% of stale estimates convert with consistent follow-up.

What happens if someone calls about an active leak or emergency?

Emergency keywords like "leak," "water coming in," or "tarp" trigger immediate escalation. The system can transfer to your on-call line, send an urgent SMS to your team, or book the first available emergency slot. For after-hours emergencies, it captures details and promises a callback within a timeframe you set—typically within an hour. You control what counts as urgent and how those calls are handled.

How does this work with insurance jobs and claim processes?

The system asks if the customer is filing an insurance claim and captures carrier name, claim number, and adjuster contact if available. It can share general guidance like "We work with all major carriers" or "Most inspections are covered." For complex insurance questions, it flags the lead for your team to handle. You can also automate reminders for customers waiting on adjuster approval or claim decisions.

Can this book roof inspections without seeing the property first?

Yes, if you allow it. The system books inspection appointments based on your calendar availability. It asks qualifying questions like roof type, age, damage description, and home size to help your crew prepare. If the job seems too complex or large for auto-booking, it can flag it for manual scheduling. You define which types of inspections can be auto-scheduled and which require review.

What if I already use a lead service or storm chaser referral network?

This automation integrates with your existing lead sources. Leads from referral networks, online ads, or storm chasers flow into the same CRM and get the same follow-up treatment. The advantage is speed—automation responds in seconds, books inspections immediately, and follows up consistently. You can route different lead sources to different workflows based on quality or cost.

Ready to Automate Your Roofing Business?

We'll analyze your lead flow and show you where automation fits.

Book a 15-Minute Audit

No prep required. You'll leave with a clear action plan.