INDUSTRY · ROOFINGRoofing
Roofing
Win the storm rush.
Fast lead response, storm-surge intake, and insurance paperwork handled for every job.
AT A GLANCE
TYPICAL STACKGoHighLevel, JobTread, Claude, Quo
STARTER CREWOffice Assistant, Estimator, Dispatcher
WHERE MOST STARTLead Intake & Booking
skills ready to install for roofing companies.Payroll Prep · Proposal → Contract · Estimate Follow-up
3agents in the starter crew.Office Assistant · Estimator · Dispatcher
01 · THE TRADE
AI for roofing
Roofing runs on speed. After a storm, leads spike, and the first company to call back usually wins the job. Then come inspections, insurance paperwork, and crew scheduling.
We set up an Office Assistant to catch and qualify every lead, an Estimator to follow up until they sign, and a Dispatcher to keep crews and paperwork moving.
02 · WHAT'S HAPPENING IN ROOFING
Lead volume spikes after every storm, and the first callback wins the job.
Sounds familiar?
Storm-surge lead volume
Slow first response
Insurance paperwork
Crew scheduling
That's us. Book a call →03 · HOW IT WORKS
How skills, agents + Claude help
01Every storm lead gets qualified by text in seconds, around the clock
02Claude drafts insurance-ready scope descriptions
03Estimates get followed up until they sign
04Your team approves anything that touches money or a client
04 · HOW IT CONNECTS
How it connects
Skills we automate
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Estimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Change OrdersA field note becomes a change order. Once the client approves, the budget updates.Daily Log → UpdateCrew photos and notes become a daily log and a weekly email update to the homeowner.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Weekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Contractor Claude KitDownloadable Claude skills: estimate writer, scope of work, SOPs, and homeowner emails.Inspection ReportPhotos and notes from the walkthrough become a finished report, ready 5 minutes after the inspection is done.Ops Command CenterScans Aircall, JobTread, and HubSpot and tells you what is happening, who needs to approve what and why, and what to do next.Lead ROI TrackerTracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.AI Spend OptimizerMaps where every Claude token goes, finds the pits draining your budget, and rebuilds your skills to run lean.Starter crew
Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.Typical stack
GoHighLevelCRM, texting, and marketing automation for local service companies.JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.ClaudeWriting, judgment, reading documents, and customer-facing work.QuoBusiness phone for small teams, formerly OpenPhone: shared numbers, texting, call recordings, and AI call answering.Stacks we wire together
GoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitClaude + JobTreadEstimate and scope drafts from site notesQuo + JobTreadEvery call and text logged on the right JobTread customerJobTread + QuickBooksPayroll prep from time entries, with approval before postingOther industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callYes. The intake agent replies to every lead no matter how many come in.
Claude drafts scope descriptions and documentation from your photos and notes, and you review them.
GoHighLevel, often alongside JobTread.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.
AI answers from this site and can be wrong. David confirms anything that matters on the free call.