We run your lead response for you. When a text or web-form lead reaches a connected channel, it is answered, qualified, and — when the homeowner is ready — booked on your calendar. Call routing is configured with you during setup and enabled only after we verify it end to end for your line and your agreed workflow. A real person sets it up with you in week one. You stay in control of every sales decision; we handle the fast first response and the follow-up so nothing slips.

There is no setup fee, no contract, and you can cancel any time.

What happens in week one

Setup is founder-led. On a short call we get you configured and live:

• We confirm your details — business name, your cell and business numbers, service area and the ZIP codes you cover, time zone, and where you want your dashboard sent.
• We set up your dedicated RoofLeadHQ number — your own line for calls and texts, routed to your crew and calendar.
• We tune the AI to your business — your qualifying questions, how you handle insurance jobs, when you want homeowners contacted, and your follow-up preferences. It should sound like your company.
• We connect your calendar so booked inspections land on it automatically, with the homeowner’s details attached.
• We hand off your dashboard and watch the first week closely with you.

What you’re responsible for

A few things only you can do. We walk you through each on the call:

• Decide how you want calls handled. Tell us what should happen to the calls you can’t get to. We design the routing with you and verify it end to end before anything is changed on your business line — we will never ask you to point your line at a route we have not tested together.
• Authorize your calendar so we can write booked inspections to it.
• Tell us how you qualify a lead — what makes a good roofing lead for you, and what you want asked.
• Give us your service area — the ZIP codes you actually cover, so we don’t book jobs you can’t get to.
• Review post-inspection follow-ups before they send. The 7/30/90-day homeowner touches wait for your okay in the dashboard — nothing goes to a homeowner without your approval.

What we’ll need from you

Have these handy for your setup call — it’s most of what we need to get you live:

• Your business basics — business name, your name, your cell and business phone numbers, time zone, and business hours.
• Your service area ZIP codes — the ZIPs you actually cover. These power Smart Scheduling, so the more accurate, the better.
• How you qualify a lead — what makes a good roofing lead for you, the questions you want asked, and how you handle insurance claims.
• How you want follow-up to work — when homeowners should be contacted, and your Quiet Hours preference (or keep the default 9 PM–8 AM).
• Your calendar to connect, and the email where your dashboard link and weekly/ monthly reports should go.
• Any add-ons you want — a ballpark estimate (bring your per-square pricing) or extra locations.

Your quick-start checklist

Most of this we do together on the call. A few are yours to do once — none take long:

• Talk through call handling with us. We design and verify the routing before anything changes on your business line.
• Authorize your calendar so booked inspections land on it.
• Give us your service-area ZIP codes, qualifying questions, and insurance handling.
• Set your Quiet Hours (or keep the default).
• Add your web-form link to your website (we give you the link).
• Set up Smart Scheduling zones and days if you want travel-aware booking, and test a ZIP.
• Pick any add-ons (ballpark estimate + your fee).
• Do one end-to-end test lead with us, then review your dashboard.

Got leads from Angi, Thumbtack, or a referral? Just text the homeowner’s number to your RoofLeadHQ line — we text you back a ready-to-send message, and you tap send.

Settings you control

You can adjust these yourself any time from your dashboard and scheduling console, or ask us to set them with you:

• Booking mode — book the inspection right away, or set up a quick callback first so you can talk to the homeowner before an inspection is scheduled.
• Smart Scheduling — set the areas you serve, the days you work each one, and test a ZIP before going live. When a lead doesn’t fit your zones or days, we book a quick callback and text you instead of forcing a bad appointment.
• Configurable Quiet Hours — set the permitted window for automated outbound follow-up. Scheduled follow-ups are sent only inside that window and are otherwise held until the next allowed time. A homeowner who replies STOP is opted out and pending follow-ups are cancelled. You remain responsible for lawful contact, consent, and your organization’s messaging practices.

Optional add-ons (tell us if you want these on)

These are turned on with your approval, and each needs a detail or two from you so we set it up right for your business and territory:

• Ballpark Estimate — a rough price range in the homeowner’s confirmation text and your calendar note. You set your own price parameters (your per-square pricing), and final pricing is always determined on-site. We’ll ask for your fee structure when you opt in.

Finding your way around

Everything lives in one place — the dashboard link we send you. From its top bar:

• Dashboard — every lead, the full conversation history, bookings, and your weekly/monthly reports. Open any lead to read the thread and text the homeowner yourself. Call Recordings & Transcripts live here too, for any AI phone call once call handling has been verified and enabled for your account, so you can review exactly what was said. Plans change? Every upcoming appointment has a Reschedule button (move it to a new time) and a Cancel button — either one updates your list and your calendar (when connected). Export to CSV any time.
• Smart Scheduling (button, top of the dashboard) — set the areas you serve, the days you work them, your booking mode, and test a ZIP before you go live.
• Help (button, top of the dashboard) — opens this guide any time.

Not sure where something is? Email support@roofleadhq.com and we’ll point you to it or set it with you.

What to expect day to day

• Fast first response. An eligible text or connected form lead gets an automatic response, instead of waiting on a manual callback. Calls are included once call handling has been verified and enabled for your account.
• Qualified leads. Claim status, damage type, and urgency captured up front, so a lead arrives ready to work.
• Follow-up that doesn’t quit. Automatic follow-ups until the homeowner books or says no.
• Bookings on your calendar with the address, issue, and everything you need for the visit attached.
• Urgent alerts to your phone. Active leaks and insurance claims come straight to you so you can move fast.
• Spam screened out of your counts. Spam, test leads, duplicates, wrong numbers and out-of-area requests are recorded with a plain-language reason and do not count toward your plan allowance.
• Weekly and monthly recaps in your inbox, plus a live dashboard and CSV export any time.

We help you respond faster and get more homeowners booked. We don’t promise a specific number of jobs or appointments — that part depends on your market and your close.

Billing, in plain terms

• One flat monthly price for your plan. No setup fee, no contract. The only difference between plans is how many leads a month they include — same features on every plan.
• Going over your plan: we give you a heads-up around 90% of your included leads. Any overage terms are set out in our Terms of Service, and we get your okay before any overage charge applies — nothing is ever a surprise. If you consistently run over, we help you move to the plan that fits your volume, always with notice first.
• Extra locations: $29/mo each, up to five, each with its own number, crew, and calendar. Your lead limit is shared across your whole account.
• Cancel any time by emailing billing@roofleadhq.com — it takes effect at the end of your billing cycle.

Full terms: the Terms of Service and Privacy Policy.

Getting help

• Questions or changes: support@roofleadhq.com
• Billing: billing@roofleadhq.com
• Or just reply to any email we send you — a real person reads it.