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CRM for roofers

Roofing inquiries that cannot wait until the season ends

A CRM for roofers is one place for every inquiry about repairs, re-roofing and flashing work, whether it comes from your website, an ad or a lead marketplace. LeedFox replies to the customer by SMS and e-mail right away, offers an inspection time and follows up on its own after you send the quote.

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Where leads get lost

You cannot answer the phone on a roof. Meanwhile the customer calls other companies.

After a storm, ten inquiries arrive at once

Torn flashing, a leak around the chimney, broken tiles. Everyone wants someone now, and whoever does not get back to them gets skipped.

Setting up an inspection takes five phone calls

The customer is at work all day, you are on another roof, and the weather shuffles the plan anyway. The time gets sorted out in the evenings.

The new roof quote sits and nobody follows up

The homeowner gets three quotes and takes weeks to decide. Without a reminder, they forget about you before they make up their mind.

How it runs in LeedFox

From a leak to a finished roof

  1. The inquiry lands in LeedFox

    A website form, a Facebook or Instagram ad after a storm, a lead marketplace through a webhook. A leak repair and a full re-roof each get their own card with the whole job history.

  2. The customer gets an SMS and e-mail right away

    A confirmation that the inquiry arrived and a link to pick an inspection time. It goes out automatically, even when you are up on the scaffolding.

  3. The roof inspection in your calendar

    The customer picks a day when they are home and rain is not forecast. The time goes into Google Calendar, and if you set up an automation, they get an SMS or e-mail about the inspection.

  4. Quote, reminders and a review

    After the inspection, send the quote as a PDF. Until the customer replies, they get reminders. When the job is done, ask them for a review.

Deal stages

Jobs in the order a roof goes from inspection to finish

  1. 1New inquiry
  2. 2Inspection booked
  3. 3Quote sent
  4. 4Customer deciding
  5. 5Ordered
  6. 6Roof done

You name the stages your way. This is how businesses in this field set them up most often.

All your leads in one place

From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.

SMS and e-mail go out on their own

A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.

Your own booking page

Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.

Quotes as PDF

Put a quote together in the editor and send it by e-mail as a PDF. It stays saved with the customer.

Reminders stop on their own

As soon as the customer replies, the automatic reminders stop.

Review requests

After a won job, send a link to leave a review on Google or Facebook.

Questions

What people ask

What is a CRM for roofers?

Software that keeps your inquiries, inspections, quotes and customers in one place, with the message history on every job. LeedFox also replies to new inquiries on its own and sends the customer a link to pick an inspection time.

Will LeedFox help when a storm brings lots of inquiries at once?

Yes. Every customer gets a reply and a booking link right away, so nobody is left wondering. In the overview you see who already has an inspection and who needs a call.

Does LeedFox calculate materials or roof area?

No. LeedFox does not do measurements, material takeoffs or supplier orders. You enter the prices in the quote editor yourself, and LeedFox sends it as a PDF and makes sure it does not get forgotten.

Does LeedFox handle insurance claims with the customer's insurer?

No. You handle the insurer and the claim paperwork as before. In LeedFox you can note that the job is an insurance claim and track it like any other.

Can I split inspections between me and my partner?

Yes. Assign an inquiry or a task to a teammate and everyone sees their own jobs. LeedFox opens in the browser on your computer and your phone, with nothing to install.

Other industries

Windows and doorsWindow and door inquiries, measuring visits booked, and both the estimate and the final quote on one card. Construction companiesInquiries for renovations and builds, site visits and estimates that do not get stuck between people. Solar installersCalculator and ad inquiries sorted, consultations booked, site surveys in the technician's calendar. Heat pump installersBoiler replacement inquiries in one place, the home survey booked and every customer question on their card.

We will show you on your own leads

On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.

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