01 Starting point
How it worked before
Inquiries about commercial roof assessments reached the schools and public buildings roofing firm as free-form emails. Some were detailed, many were a single line, and none followed a shared shape.
CS-01 · Inquiry intake and routing
Making the first response to commercial roof assessments count
For commercial roof assessments, the opening message does the work the third message used to do.
02 The problem
What it cost the team
Day to day with commercial roof assessments, whoever opened the inbox first had to chase the missing details before the message could be passed on. On a busy day, that follow-up alone could push an answer into the next morning.
03 What we built
The specified works
The new form collects building use, roof type and site location at the point of inquiry. Messages land in a readable format with the category identified, and the sender is told the next step is an assessment discussion with the roofing estimator.
Where this sits on our plans
Schedule of items3
- S-01Purpose-specific fields
- S-02Readable notifications
- S-03Clear response expectations
04 Timeline
10 working days, approval to handover
10 working days after content approval, including staff review and handover.
Content approvedDay 0
10 working daysafter content approval, including staff review and handover
HandoverDay 10
05 What changed
The as-built result
For commercial roof assessments, the opening message does the work the third message used to do. The walkthrough improves intake hygiene without implying any request is accepted on arrival.
I read one message about commercial roof assessments and I have the full picture. It seems obvious now, which is probably the point.
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?
Inquiries about commercial roof assessments reached the schools and public buildings roofing firm as free-form emails. Some were detailed, many were a single line, and none followed a shared shape.
What did the build include?
The new form collects building use, roof type and site location at the point of inquiry. Messages land in a readable format with the category identified, and the sender is told the next step is an assessment discussion with the roofing estimator. The items used were: purpose-specific fields, readable notifications, clear response expectations.
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
Other case studies like this one
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.