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For roofing companies

Turn Storm-Season Roofing Leads Into Booked Inspections With AI

A hail event drops three months of calls into one weekend. The office cannot keep up, and the homeowner books whoever called back first. The AI answers every one, qualifies the roof and books the inspection.

  • Answers calls 24/7 — storm weekends, evenings and peak season.
  • Qualifies the roof: shingle, TPO, EPDM or metal, age, and active leaks.
  • Books inspections into your calendar and flags leaks for tarping.
  • Follows up on estimates, supplements and gutters, soffit and fascia work.

No obligation. We reply by email, usually within one business day.

Incoming call · AI lead agent · 8:47 PM
Thanks for calling. This is the storm-response assistant. Are you reporting roof damage from the recent storm?8:47 PM · answered in 1 ring
Yes. Shingles are in the yard and there’s a leak in the hallway ceiling.8:47 PM
I’m sorry to hear that. Is water actively coming in right now, and is anything underneath it that we should protect?8:48 PM
It’s dripping steadily onto the carpet. Bucket is catching it.8:48 PM
Understood. What kind of roof is it — asphalt shingle, metal, or a flat roof like TPO or EPDM?8:49 PM
Asphalt shingle, about 15 years old. It was previously replaced after a storm.8:49 PM
Thanks. I can hold tomorrow’s 9–11 AM inspection window. Have you started an insurance claim yet?8:50 PM
Not yet.8:50 PM
No problem — we can walk through that at the inspection. Can I get the address, your name and a mobile number?8:50 PM
Illustrative example

Transcript is an illustrative example of the conversation the agent is configured to handle for a roofing company. Wording, windows and routing are set to your rules.

The problem

Roofing leads are won by whoever answers first

Demand is not steady. It is a hail core that overwhelms the phone for a week, layered on insurance work, supplement negotiations and routine gutter and leak repairs.

The office gets buried

One storm can triple daily call volume. Voicemail fills, the line rings out, and the homeowner moves down the list.

Estimates that sit and die

An inspection without a callback is a bid the competition will win. Roof replacements and supplements need steady, respectful follow-up.

Leaks that escalate

An untarped leak becomes decking, underlayment and ice-and-water shield damage — a bigger, messier job than the homeowner called about.

The system

One connected intake, from storm call to signed job

Praktivo builds a system around the work you already sell — the storm-damage call, the web form, the lead-ad message, the estimate in your CRM and the supplement that follows it.

  • 24/7 AI phone answering with honest disclosure.
  • Roof-specific qualification using the questions your best inspector asks.
  • Inspection booking into your live calendar, with SMS confirmation.
  • Estimate and supplement follow-up that stops on reply.
  • Past-customer reactivation after each storm event.

From storm call to booked inspection

  • 8:47 PMInbound storm call captured — damage tag applied
  • 8:48 PMAI agent answers and qualifies roof type, age and active leak
  • 8:50 PMInspection booked; SMS confirmation sent
  • 8:51 PMLead created in CRM with source and storm campaign attached
  • Next AMProduction notified; leak flagged for tarp if needed
  • After inspectionEstimate follow-up and review request queued
The workflow

The nine steps, connected

Every roofing lead moves through the same journey — with a human one clear step away.

1

Traffic

Ads, search and referrals to a page built to convert.

2

Lead Capture

Calls, forms and messages captured with source detail.

3

AI Response

The agent replies in seconds, on the caller’s channel.

4

Qualification

Roof type, age, damage and claim status scored.

5

CRM

A clean record with source, timeline and next action.

6

Follow-Up

Email and SMS sequences that stop on engagement.

7

Appointment

Booked into your live calendar, with reminders.

8

Sales

Your team closes, briefed and unblocked.

9

Analytics

Which campaign produced the booked job.

Human in control

What stays human

Automation removes busywork and slow response. Judgement, money and the roof assessment stay with your people.

  • Pricing, financing terms and any commercial commitment.
  • On-site scope: squares, decking, underlayment and ice-and-water shield.
  • Insurance conversations with adjusters and supplement negotiation.
  • Whether a leak needs an emergency tarp tonight or a morning visit.
  • Any customer who asks for a person — routed instantly, with full context.

Approved knowledge base only

Agents only use your approved service list, pricing rules, availability and policies. Anything outside that scope is flagged for a human instead of guessed — no invented pricing, policies or appointments.

A person always owns the final call on money and scope.

What you get

Deliverables, configured for your crew

AI agent

Phone and message agent configured with your services, pricing rules, availability and escalation paths.

CRM setup

Leads, stages, source tagging and a timeline on every record, connected to your existing tools.

Sequences

Estimate follow-up, storm reactivation and maintenance cadences with opt-out handling.

Dashboard

Visibility on leads, response time, booked inspections and which campaign produced them.

FAQ

Roofing questions, answered

Can the AI handle a storm spike without missing calls?
Yes. It answers every call at once, captures the damage, roof type and address, flags active leaks for tarping, and books inspections into the windows you release. When the queue is full it takes the details and schedules honestly rather than promising a time you cannot keep.
Does it know the difference between a repair and a full replacement lead?
It captures roof type and age, whether there is an active leak, and whether an insurance claim is involved, then routes each lead to the right offering. It does not estimate squares or scope — that is confirmed on site.
Will it work with our estimating and CRM tools?
We build around common roofing tools and general CRMs, including estimate and supplement workflows. Where no native connection exists, we connect honestly through the best available integration.
How does it talk about insurance claims?
It collects the carrier, claim number and adjuster details if the homeowner has them, and explains your process only as you have approved it. It never promises a claim outcome or invents a coverage decision.
Get your plan

See how AI could book more roof inspections

Tell us how storm calls and estimates flow today. On a free strategy call we will map the fastest fix — usually after-hours answering or estimate follow-up.

Step 1 of 3

Step 1 of 3

Your Roofing business, in plain terms

Two quick steps and we’ll map the fastest automation win for your team.

How big is your team?

Prefer to skip ahead? Book a strategy call →

Ready to stop losing roofing jobs to the next callback?

Book a free AI strategy call and we will walk your storm intake, estimates and supplement follow-up against this system.

Show Me How AI Books More Roof Inspections