01 Starting point
How it worked before
The commercial roof assessments inbox was communal property. Messages were read by many and owned by none, and status existed only in memory.
CS-07 · Inquiry intake and routing
Who answers what: commercial roof assessments made accountable
Day to day with commercial roof assessments, every request carries a visible owner and an obvious handover route.
02 The problem
What it cost the team
For commercial roof assessments, duplicated replies and orphaned messages happened in the same week. Stepping in for an absent colleague meant archaeology through long email chains.
03 What we built
The specified works
Submissions now capture building use, roof type and site location and land with an assigned owner and a visible status. A named backup holds anything whose owner is away.
Where this sits on our plans
Schedule of items4
- S-01Assignment rules
- S-02Follow-up status
- S-03Backup owner
- S-04Internal request summary
04 Timeline
20 working days, approval to handover
20 working days after content approval, including staff review and handover.
Content approvedDay 0
20 working daysafter content approval, including staff review and handover
HandoverDay 20
05 What changed
The as-built result
Day to day with commercial roof assessments, every request carries a visible owner and an obvious handover route.
We never lost commercial roof assessments inquiries; we just never knew who was answering them. That is the piece that has been fixed.
Questions about this build
How long did this build take?
20 working days after content approval, including staff review and handover.
What did the business have before?
The commercial roof assessments inbox was communal property. Messages were read by many and owned by none, and status existed only in memory.
What did the build include?
Submissions now capture building use, roof type and site location and land with an assigned owner and a visible status. A named backup holds anything whose owner is away. The items used were: assignment rules, follow-up status, backup owner, internal request summary.
Which plan covers this kind of work?
Instant quote request tool is included on every plan. Enquiries routed into your CRM is included on every plan. Plans start at $127 a month, with a $697 build fee invoiced only after launch.
Related sheets
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Services behind this build
- Roofing quote form website integrationInstant roofing quote request forms built into your website and integrated directly with your CRM, by API, Zapier or Make.
- Commercial roofing website designWebsite design for commercial and low-slope roofing contractors, built for facilities managers and property portfolios, not homeowner searches.
Your sheet next
See how a build like this would work for your roofing company
A live walk-through of the site you would get, on your screen. Plans from $127 a month, the $697 build fee invoiced only after launch.