Tradecraft
Roofing contractors lose jobs in the gap between the estimate and the signature.
We implement and optimize Housecall Pro for roofing contractors — with estimate follow-up automations, lead pipeline discipline, and reporting so your sales process stays tight and your crew stays booked.
Your jobs, on autopilot
What's costing your roofing business money right now
- Estimates go out but follow-up is inconsistent — and the homeowner signs with whoever stayed in touch
- Storm season brings a surge of inbound leads that overwhelm the office and fall through the cracks
- No clear pipeline means nobody knows which estimates are hot, which are cold, and which need a call today
- Crews sit idle between jobs because the schedule isn't being managed tightly enough
- Invoices on completed jobs go out late and collections drag because there's no systematic follow-up
- You can't tell at a glance what your estimate close rate is, where jobs are stalling, or which lead sources are actually producing
Roofing jobs aren't won on price alone — they're won on follow-up. The contractor who stays in touch the right number of times, the right way, is the one who gets the signature.
BEFORE TRADECRAFT / AFTER TRADECRAFT
The jobs were always there. They were just slipping through.
How it works
Simple process, serious results.
15-minute fit call
We figure out where you're leaking jobs and whether we're a fit.
Ops Audit
We map your workflow, find the leaks, and hand you a fixed plan.
30-day implementation
We build it, configure it, automate it, and train your team.
Stabilize + improve
We stay on to tune, fix, and keep things running right.
Built for the trades
What we build for roofing shops
We build a Quote-to-Cash operating system on top of Housecall Pro — tuned for the longer sales cycle, estimate-heavy workflow that roofing runs on.
Speed-to-lead
Missed-call text back, form-to-SMS, after-hours rules. Storm season or not, your inbound leads get a response in minutes — before they fill out the next contractor's form.
Estimate follow-up pipeline
A structured pipeline with stages, required fields, and automatic follow-up alerts. Every open estimate has a next step. No more hot leads going cold because the follow-up fell off the radar.
Scheduling + crew confirmations
Automated reminders for estimate appointments and job start dates. Fewer no-shows, tighter crew scheduling, and a clear protocol to keep the job calendar full between larger projects.
Estimates, invoices, payments
Templates built for roofing job types — repairs, full replacements, storm damage, and insurance work. Deposit collection, progress billing, and final invoice workflows that move cash faster.
Owner dashboard
Estimate close rate, average job size, pipeline value by stage, revenue by job type. The numbers that tell you where your roofing business is winning and where it's leaking. No spreadsheet required.
Review requests + reactivation
Automated review asks after every completed job. Reactivation messages for past customers after major weather events in your area. A well-timed message to a homeowner after a hailstorm is your lowest-cost lead.
What happens after you reach out
Three ways to get started, depending on where you are.
Paid Ops Audit
"In 7 days, you know exactly what's broken and what it'll cost to fix it."
- A map of your current workflow and where it's breaking
- Your baseline numbers and what fixing them is worth
- A specific HCP setup recommendation with automations scoped out
- Prioritized backlog
- Fixed-scope rollout proposal
From $1-3k
Start the audit30-Day Accelerator
"We implement, configure, and train-end-to-end."
- Pipeline stages + required fields
- Scheduling/dispatch workflow
- Estimate, invoice, and message templates your team will actually use
- Automations (speed-to-lead, reminders, follow-ups, review requests)
- Payments + QuickBooks handoff
- Training + SOPs
From $10-25k
Book a callExtensions
"For when the core setup isn't enough."
- Advanced intake/qualification flows
- Lead attribution + call tracking dashboards
- Estimate packets / photo reports / warranty PDFs
- Custom reporting across tools
Support from $750/mo
Discuss extensions
What roofing contractors typically see in the first 30 days
Typical results after going live with the full system.
Speed-to-lead during business hours
Leads falling through the cracks
No-shows and last-minute cancels
Invoice-to-payment cycle
Adoption that sticks
Your sales process follows one workflow. Your crew knows the schedule. You have weekly visibility into your pipeline value, open estimates, and what's close to signing. No more 'we have HCP but nobody really uses it.'
Common questions
Straight answers to the things you're probably wondering.
Why not just use Housecall Pro ourselves?
Most shops buy software but never finish implementation. We install it to match your workflow, wire automations, and train your team so it produces ROI. The difference between 'we have HCP' and 'HCP runs our business' is implementation.
Are you replacing our tools?
No. We implement HCP properly or build the missing pieces around what you already use. If it's working, we keep it.
How disruptive is this?
We work in phases and train around how your team already operates. No 'big bang' switchover, no retraining from scratch.
Our jobs are larger and take longer than a typical service call. Does the system handle that?
Yes. We build your pipeline around your actual job cycle — from first contact through estimate, deposit, job start, completion, and final payment. Longer jobs need more structured follow-up, not less, and that's exactly what the system is built to enforce.
We get slammed during storm season. Can you help us manage the surge?
Storm season is where a tight intake and pipeline system pays off the most. We build surge protocols into your workflow — fast intake, immediate lead assignment, and a pipeline that makes sure no storm lead falls through while your office is overwhelmed.
How long does it take to see results?
Most shops see more consistent estimate follow-up and fewer dropped leads within the first two weeks. Full pipeline and workflow improvements take the length of the engagement — usually 30 days.
Do you work with Jobber / ServiceTitan?
Our primary focus is Housecall Pro. If you're on Jobber or ServiceTitan, we'll take a look during the audit and tell you honestly whether we can help.
What do you need from us?
A point person, admin access to your tools, and 2-3 short working sessions over the first couple weeks. We handle everything else.
Want more signed roofing jobs without buying more leads?
Let's talk about where your estimates are stalling and how to tighten the follow-up process before the next storm season.
Request a free roofing intake teardown
Submit your info and we'll review your current setup — lead pipeline, HCP configuration, estimate follow-up, and collections workflow. No pitch, just an honest look at what's working and what isn't.