Who we help · Roofing & exteriors

Call every storm lead back in a minute. Collect every depreciation check.

A roofing company sells in two speeds. A hail night turns twenty leads a week into two hundred in a day, and every one of them has three other door hangers on the porch. Then a claim takes weeks: inspection, adjuster, scope, supplement, build, and a depreciation check that only arrives if someone asks. We build the callbacks, the claim follow-up and the billing inside JobNimbus, AccuLynx or whatever CRM you already run, with your phone and texting tools. The same build covers siding and windows sold retail.

  1. Lead
  2. Estimate
  3. Sold
  4. Production
  5. Paid
Where roofing & exteriors companies lose the most
Where jobs slip

Where roofing & exteriors companies lose work.

Storm leads outrun the office.

The storm passes at four, the phones start at five, and by Thursday there are a hundred and forty names on a legal pad, half from door knocks and half from the website. The ones who got a call back the same night booked an inspection. The rest signed with whoever knocked next.

With a system: Every lead, from the website, the door hanger number, Angi or a canvasser’s phone, gets a text and a call in the first minute, an inspection offered from your real calendar, and one record in the CRM so the office can see the queue instead of the legal pad.Lead follow-up →

Inspections get done, claims go quiet.

The inspection found damage, the homeowner said they would call their insurance, and that was three weeks ago. Nobody knows whether the claim was filed, whether the adjuster came, or whether the homeowner just chose the roofer who followed up. Last storm’s unsold inspections are still in the CRM, untouched.

With a system: Follow-up tied to where the claim actually is: filed, adjuster scheduled, scope received, approved. Each step gets its own question to the homeowner on a schedule you approve, and a reactivation pass works last storm’s unsold inspections before the next one hits.Estimate follow-up →

The crew arrives before the shingles do.

The contract says Weathered Wood, the order says Charcoal, the dumpster comes Wednesday and the delivery comes Thursday, and the crew lead learns all of it in the driveway. A roof is a one-day job when the packet is right and a three-day argument when it is not.

With a system: A handoff packet on every sold job: shingle color and manufacturer, delivery date against dumpster date, permit, HOA rules, gate code and the photos from the inspection, checked before a crew is assigned.Job handoffs & scheduling →

Depreciation and supplements never get invoiced.

The first check covers the ACV. The rest of the claim, the recoverable depreciation and the approved supplements, is released only after the carrier gets the completion paperwork, and in a busy season that paperwork goes out late or never. The job shows paid in the CRM because a check came in. It is short by thousands.

With a system: The completion invoice and certificate go to the carrier the day the job is complete, the ACV check is logged against the scope, and depreciation and each approved supplement are tracked as open balances with reminders until the last check clears.Change orders & collections →
One job, start to finish

Hail claim roof replacement, storm night to depreciation paid.

A fictional example: a hail claim that starts with a text to the number on a door hanger and ends with the depreciation check in the bank. This is the record your office would see.

JOB #4117

Hail claim roof replacement, storm night to depreciation paid

Paid
Customer
Marcus Bell
Source
Door hanger after the storm
Saved in
JobNimbus
  1. Lead
  2. Claim
  3. Built
  4. Paid
Conversation track7 entries
  1. Homeowner
    Texted the number on the door hanger: “Can someone look at my roof?”

    Storm passed at 4. Office already closed.

  2. AI assistant
    Replied in under a minute, asked for the address and whether water was coming in

    No leak. Inspection offered for Thursday morning from the estimator’s calendar.

  3. Your team
    Inspection done: 40 photos on the job, claim recommended

    Homeowner filed that afternoon. Claim number saved on the record.

  4. System
    Adjuster meeting set: Mon 1:00 PM

    Reminder to the estimator with the photo set and the inspection report attached.

  5. Your team
    Scope received: $18,900 RCV, $12,400 ACV. Contract signed.

    First check requested for the full ACV. Supplement drafted for the ridge vent.

  6. Your team
    Built. Completion certificate and final invoice sent to the carrier the same day

    Supplement approved: $1,150. Delivery and dumpster both landed on the Tuesday.

  7. AI assistant
    Reminded the homeowner the depreciation check had been released and the balance was due

    Paid Day 54. Balance $0. Review request went out Day 55.

Example roofing & exteriors work order. Fictional names and times.
What we build

Systems for roofing & exteriors companies.

Storm-surge lead follow-up

Website, door-hanger number, canvasser phones and lead services all land in one record. Every lead gets a text and a call in the first minute, an inspection booked by territory from your real calendar, and the office sees the whole queue. You set how many inspections a day each estimator can take; the system fills to that line and no further.

Lead follow-up →

Claim follow-up and old-inspection reactivation

Each claim step gets its own follow-up: a question after the inspection, a reminder before the adjuster meeting, a check-in when the scope should have arrived. Last storm’s unsold inspections get cleaned, consent-checked and sorted by where they stalled before anyone is messaged.

Estimate follow-up →

Sold-job handoff to the crew

Color, manufacturer, delivery date, dumpster date, permit, HOA rules and the inspection photos on the job record, checked before a crew is assigned. Our [handoff checklist](/blog/sales-to-production-handoff-checklist) is the starting list; the roofing version adds the lines above.

Job handoffs & scheduling →

Claims billing: ACV, supplements and depreciation

The ACV check logged against the scope, every approved supplement recorded with its amount the day it is approved, the completion paperwork sent to the carrier the day the job is done, and the depreciation balance chased until it clears. Your office decides what is billed; the system makes sure nothing approved is forgotten.

Change orders & collections →
Where we usually start

Start with last storm’s inspections that never sold.

They are already in your CRM with photos and a claim status, so there is nothing new to collect. A reactivation pass through them shows within a few weeks whether the build pays for itself, and it is the same follow-up the next storm’s leads will get.

Price
Workflow builds $1,500–$5,000, AI calls and texts included where they fit. Pricing →
Built in
The CRM, phone system and calendar you already use.
Questions

What roofing & exteriors owners ask.

Does it work with JobNimbus?
Yes. JobNimbus automations can start from a status change or a date and create a task, send an email or a text, or call a webhook; its Angi Leads integration is direct; its Zapier connector and two APIs cover the rest. We build the storm follow-up and the claim steps on those. Our JobNimbus automation guide lists every trigger and action, checked against JobNimbus’s help center.
Does it work with AccuLynx?
Yes, with its AppConnections add-on. As of October 26, 2026, AccuLynx’s API and milestone webhooks sit behind that add-on with one key per location; the details are in our home-service CRM comparison. Without it, follow-up runs from your phone and texting tools and your team logs the result in AccuLynx.
How does the depreciation check get collected?
On a replacement-cost policy the carrier pays the actual cash value first and holds back the depreciation until the work is done and proof is submitted; ValuePenguin’s explainer covers the mechanics, and policies differ on deadlines and routing. Our build sends the completion invoice and certificate the day the job is complete, records the ACV check and each approved supplement against the scope, and reminds the homeowner and your office until the balance clears. Your office decides what is billed.
What happens when a storm brings two hundred leads in a day?
Every one of them gets the first-minute text and call, because that part does not get tired. Inspections are offered from your estimators’ real calendars, by territory, up to the daily limit you set, and the office sees the queue of who is booked, who is waiting and who went quiet. The system never promises an inspection your calendar cannot hold.
What does it cost for a roofing company?
A workflow build is $1,500 to $5,000 depending on how many tools it connects. Storm lead follow-up and old-inspection reactivation sit at the low end because they use records and calendars you already have. Claims billing with carrier paperwork sits higher. A Care plan at $1,500 a month keeps it running and adjusts the messages as your season changes; see pricing.
Next step

Bring last storm’s inspection list.

Book a free 20-minute call. Export the inspections from your last storm that never sold, and we will sort which to follow up first and what to say.