F-02Case studies

Index
CS-13 · Inquiry intake and routing

Structured commercial roof assessments inquiries while the office sleeps

For commercial roof assessments, mornings begin with a structured queue instead of a scavenger hunt.

01 Starting point

How it worked before

Visitors researching commercial roof assessments after closing time could find a phone number, but there was little structure for leaving a proper request online.

02 The problem

What it cost the team

Day to day with commercial roof assessments, the team opened every morning to fragments: voicemails, bare emails, half-completed forms. Prioritizing them required detective work before any real work.

03 What we built

The specified works

Evening submissions capture building use, roof type and site location and tell the sender plainly when a person will reply and how the route to an assessment discussion with the roofing estimator works. Nothing impersonates a live response.

Schedule of items4

  1. S-01After-hours request form
  2. S-02Staff response window
  3. S-03Morning request summary
  4. S-04Clear acknowledgment
04 Timeline

10 working days, approval to handover

10 working days after content approval, including staff review and handover.

05 What changed

The as-built result

For commercial roof assessments, mornings begin with a structured queue instead of a scavenger hunt. Visitors know where they stand; nobody mistakes an acknowledgment for an answer.

The commercial roof assessments route after hours is honest about our hours. People leave what we need and know when we will respond.

Nigel DrummondSite survey coordinator, gutter and rainwater systems contractor Roanoke, Virginia

Questions about this build

How long did this build take?

10 working days after content approval, including staff review and handover.

What did the business have before?

Visitors researching commercial roof assessments after closing time could find a phone number, but there was little structure for leaving a proper request online.

What did the build include?

Evening submissions capture building use, roof type and site location and tell the sender plainly when a person will reply and how the route to an assessment discussion with the roofing estimator works. Nothing impersonates a live response. The items used were: after-hours request form, staff response window, morning request summary, clear acknowledgment.

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.

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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.