Turn storm-damage, leak, and re-roof leads into booked free inspections - automatically. These are the 7 workflows that arrive already wired together when you pick Roofing at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment a roofing lead comes in: add them to the pipeline, text them instantly, and let the AI call and work them to a booked free inspection.
See the walk-through →Fires when an appointment is booked.
Confirms a booked roof inspection by email + text, then a business-hours reminder to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed inspection fast, then graduates to nurture if the homeowner doesn't re-book.
See the walk-through →Fires when a deal goes quiet.
Re-engages a homeowner who got an estimate but went quiet, then hands them back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost roofing lead after 30 days; hands re-engaged homeowners back to the AI.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure roof education for homeowners who aren't ready yet — with a soft free-inspection offer along the way. Keeps nurturing through replies and exits the moment they book.
See the walk-through →Fires when a contact opens an email.
Flags a hot homeowner who's re-opening emails so a rep (or the AI) can reach out.
See the walk-through →You don't import this. Pick Roofing at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals
Pick Roofing at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
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