F-02Case studies

Index
CS-11 · Inquiry intake and routing

Local answers for commercial roof assessments inquiries

Day to day with commercial roof assessments, inquiries arrive pre-addressed to the correct office.

01 Starting point

How it worked before

The commercial roof assessments page spoke to everyone and routed no one. Contact details were listed wholesale, with geography left as an exercise for the reader.

02 The problem

What it cost the team

For commercial roof assessments, people rang the first number they spotted and sometimes repeated their story to a second colleague. Location details and the inquiry form had no connection to each other.

03 What we built

The specified works

Service descriptions and their local contacts are presented as one unit. Submissions arrive with the location attached, plus building use, roof type and site location, so the right team sees the right message.

Schedule of items4

  1. S-01Local contact panel
  2. S-02Location selection
  3. S-03Location-aware notifications
  4. S-04Business hours
04 Timeline

20 working days, approval to handover

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

05 What changed

The as-built result

Day to day with commercial roof assessments, inquiries arrive pre-addressed to the correct office. The transfer ritual has been replaced by a label the visitor applies themselves.

Our organization chart used to be the customer's problem. The commercial roof assessments page quietly handles the routing for them now.

Nigel AshtonProject administrator, green roof installation contractor Savannah, Georgia

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 page spoke to everyone and routed no one. Contact details were listed wholesale, with geography left as an exercise for the reader.

What did the build include?

Service descriptions and their local contacts are presented as one unit. Submissions arrive with the location attached, plus building use, roof type and site location, so the right team sees the right message. The items used were: local contact panel, location selection, location-aware notifications, business hours.

Which plan covers this kind of work?

One page per town or county served 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.