01 Starting point
How it worked before
Following up on commercial roof assessments meant starting over. The website had no concept of a continuing relationship.
CS-17 · Inquiry intake and routing
Separate doors for new and returning commercial roof assessments contacts
For commercial roof assessments, the team can distinguish a continuing conversation from a new request without opening the message.
02 The problem
What it cost the team
Day to day with commercial roof assessments, follow-ups arrived looking like new business. Staff played archivist, hunting the original thread, before anyone addressed what the customer was asking.
03 What we built
The specified works
A labeled follow-up route asks for any reference the customer holds and their question. New requests keep the full form collecting building use, roof type and site location, and the two streams arrive under distinct subjects.
Where this sits on our plans
Schedule of items4
- S-01Existing-request contact route
- S-02Optional reference field
- S-03Separate email subjects
- S-04New-inquiry form
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 team can distinguish a continuing conversation from a new request without opening the message. Returning contacts have a shorter path that skips the full intake.
With commercial roof assessments, the follow-up path respects that a conversation already exists. Re-introducing yourself to a website was always absurd.
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?
Following up on commercial roof assessments meant starting over. The website had no concept of a continuing relationship.
What did the build include?
A labeled follow-up route asks for any reference the customer holds and their question. New requests keep the full form collecting building use, roof type and site location, and the two streams arrive under distinct subjects. The items used were: existing-request contact route, optional reference field, separate email subjects, new-inquiry form.
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.