01 Starting point
How it worked before
One general form carried all commercial roof assessments traffic. First-time inquiries and follow-ups on live matters landed in the same pile.
CS-10 · Inquiry intake and routing
Guiding commercial roof assessments visitors to the right door
With commercial roof assessments, messages arrive pre-sorted by the person who knows best: the sender.
02 The problem
What it cost the team
When it comes to commercial roof assessments, subjects gave nothing away. The morning sort consumed the hour that answering should have had.
03 What we built
The specified works
Visitors first choose what they are doing: starting a new inquiry, following up on one, or asking a general question. Each choice leads to its own route, and the new-inquiry form gathers building use, roof type and site location.
Where this sits on our plans
Schedule of items4
- S-01Contact categories
- S-02Separate follow-up route
- S-03Relevant form fields
- S-04Clear button labels
04 Timeline
15 working days, approval to handover
15 working days after content approval, including staff review and handover.
Content approvedDay 0
15 working daysafter content approval, including staff review and handover
HandoverDay 15
05 What changed
The as-built result
With commercial roof assessments, messages arrive pre-sorted by the person who knows best: the sender. New and existing conversations no longer fight in one queue.
The different routes for commercial roof assessments reflect the calls we actually receive. We no longer have to guess whether someone is starting from scratch.
Questions about this build
How long did this build take?
15 working days after content approval, including staff review and handover.
What did the business have before?
One general form carried all commercial roof assessments traffic. First-time inquiries and follow-ups on live matters landed in the same pile.
What did the build include?
Visitors first choose what they are doing: starting a new inquiry, following up on one, or asking a general question. Each choice leads to its own route, and the new-inquiry form gathers building use, roof type and site location. The items used were: contact categories, separate follow-up route, relevant form fields, clear button labels.
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.