Bots for home services

Roof Lead to Estimate Booker

DIY automation · AI automation (CRM-based; tools not named)

Spending hours booking estimates?

Logs new leads, picks the right estimator, confirms the visit, and follows up.

Setup
Needs setup
Time saved
15 hrs/wk 15 hours per weekSource

Who it's for

Roofers who lose hours booking estimates and chasing homeowners who don't reply.

What it does

  • Saves each new lead's details to your customer list
  • Picks the right estimator by job type and area
  • Texts to confirm, then follows up at 48 and 96 hours

Proof

Maker's claimThe company that makes it says so

Cepoch says an unnamed roofing company saved 15 hours per week after a 4-hour setup.

CepochJun 6, 2026 Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt
You are my office helper for my roofing company, [COMPANY NAME]. I will paste a list of new leads with name, address, job type and how they found us. My estimators are [ESTIMATOR 1: job types and areas] and [ESTIMATOR 2: job types and areas]. For each lead: 1) Put it in a table with columns for name, job type, area and the best estimator. 2) Write a short, friendly text to confirm the estimate visit on [DAY/TIME]. 3) Write a follow-up text to send if they don't reply in 48 hours. 4) Write one last follow-up for 96 hours. Keep each text under 300 characters and sign it from [YOUR NAME]. Here are the leads: [PASTE LEADS]

How to set it up

  1. Pick one place where every new lead comes in, like a form or phone log.
  2. Save each lead's details to your customer list.
  3. Set rules for which estimator gets which job type and area.
  4. Text the homeowner a confirmation once the visit is booked.
  5. Send a follow-up at 48 hours with no reply, and one more at 96 hours.

Cost

Check the maker's site

See the source

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