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A roofing quote form only works if it actually reaches your team

A roofing quote form only works if the answer reaches your dispatch team the moment it is submitted, which is a question of integration, not just form design, and it is where most roofing websites quietly fail.

What it costs

  • Plans$127 a month
  • Build fee$697, after launch
  • Live in7 days
  • Revisions5 a month
  • Domain and hostingIncluded

What the form asks and why

The instant quote form asks for roof type, approximate size and the work needed, enough for a crew lead to size and prioritize a job without picking up the phone first, and short enough that someone standing on a ladder can finish it in under a minute.

Infographic with Thane the mascot. How the quote path gets built: 1. Work out what helps you; 2. Short, built for a phone; 3. Connect and flag; 4. Send a real one.

Where the submission actually goes

Every submission is wired directly into your CRM during the build, whichever one you use, by direct API where the CRM supports it or by Zapier or Make where it does not. We test the connection with a real submission before your site launches, so the first live lead is not also the first test of whether it works.

Handling urgency correctly

A form built for a routine re-roof and a form built for an active leak need different priority handling. We configure the form to flag urgent requests so they surface differently in your CRM than a routine inspection booking.

Step by step

How the quote path gets built and proved

  1. Work out what actually helps you

    At onboarding we ask which two or three answers let you size a job without a call. Those become the form. Everything else gets cut, because every extra field costs completions.

  2. Build it short and build it for a phone

    Large tap targets, inputs that do not trigger zoom on a phone, and a length a homeowner will finish while standing in a driveway.

  3. Connect and flag

    The submission routes into your CRM with the urgency flag intact, so dispatch sees priority without opening anything.

  4. Send a real one

    We submit a genuine test enquiry and watch it arrive in your system. If it does not land correctly, the site does not launch.

How long it takes

The form is configured during the build and tested before launch, so it is working on day one rather than being the first thing that needs a revision.

  • Which CRM you useA direct API is quickest. An older or uncommon system needs a Zapier or Make path and more testing.
  • How many variants you needA storm version, a commercial version and a maintenance version are each a distinct flow.
  • Routing rulesSending different job types to different people is straightforward but has to be specified before it can be built.

None of these change the plan price. They change how much work sits inside it, which is why the fee is a plan rather than an hourly rate. See the plans.

Recognise any of these

Signs your enquiry path is losing jobs before anyone reads them

If more than two of these describe your situation, this page is about you.

  • 01Form submissions land in a shared inbox that gets checked when somebody remembers.
  • 02Every enquiry needs a phone call before it can be sized, because the form asked for a name and a message.
  • 03An active leak and a routine inspection booking arrive looking identical, so neither gets prioritised.
  • 04Nobody can say how many enquiries came in last month without scrolling an inbox.
  • 05A submission went missing once and you are still not sure whether it was the form or the person.
Scope, both halves

What is included, and what is deliberately not

The second list matters more than the first. A scope with no exclusions is a scope nobody has thought about.

Included

  • A form that asks only what a dispatcher needs: roof type, approximate size, the work needed and how to reach them.
  • An urgency flag, so an active leak is visibly different from a routine booking in your CRM.
  • Direct routing into your CRM by API, or by Zapier or Make where there is no API.
  • A designed thank-you page that tells the homeowner exactly what happens next and when.
  • A real submission tested end to end before launch, not after.
  • A simple maths check on every form, which stops the bulk of spam without a puzzle nobody can solve.

Not included

  • A price calculator that quotes a roof. We will not put a number on a roof we have not seen and neither should your website.
  • Rebuilding your CRM or redesigning your pipeline. We connect to what you use.
  • Buying or supplying leads. Every enquiry on your site is one your own pages earned.

If you need one of these, say so on the demo. We would rather point you somewhere else than take the work and disappoint you.

What you get

Which plan carries this

This work is part of every plan. The plans differ elsewhere.

Nothing on this page is an add-on or an upsell. The three plans differ in launch time, article volume and whether the AI Engine and Content Engine are included.

What separates the three plans
 DraftElevationStructural
Everything on this pageIncludedIncludedIncluded
Live in7 days10 days15 days
Researched articles a week223
AI receptionist, chat and SMSNot on this planIncludedIncluded
Content Engine and Google Business ProfileNot on this planNot on this planIncluded

From roofing companies we have built for

  • Emma Stanton

    Customer care coordinator, leisure center roofing contractor

    The part I rate most highly is the form, not the visuals. Every submission arrives with building use, roof type and site location filled in, which used to take us a second email to obtain. The first message is usually enough to act on now.

    St. Petersburg, Florida

    Inquiry form and response workflow for commercial roof assessments

  • Ashleigh Sanderson

    Scheduling supervisor, single-ply membrane roofing installer

    I tested the commercial roof assessments page on my own phone before we approved anything. Key information comes first and the contact option is clearly labeled. The days of talking customers through the menu are over.

    Overland Park, Kansas

    Mobile navigation and page layout for commercial roof assessments

  • Warren Harrington

    Site survey coordinator, gutter and rainwater systems contractor

    The starting point was our own sent mail, not a template, and it shows. Each answer was reviewed by our own staff, so the page sounds like us rather than a copywriter. Pointing people to the page has replaced hunting through old emails.

    Green Bay, Wisconsin

    FAQ research and editorial review for commercial roof assessments

Questions about roofing quote form website integration

What CRMs can the form connect to?

Most CRMs support a direct API connection or work through Zapier or Make, which covers nearly every platform a roofing company is likely to use. We confirm the specific integration during onboarding.

What happens if we switch CRMs later?

Reconnecting the form to a new CRM is one support ticket in your client portal, handled by our team, not a rebuild of the form itself.

How many fields should a roofing quote form have?

As few as let you size the job. Usually four or five: what kind of roof, roughly how big or how many stories, what is needed, and how to reach them. Every extra field costs completions, and a completed short form beats an abandoned thorough one.

Can the form quote a price automatically?

No, and we would push back if you asked. A roof cannot be priced without seeing it, and a number on a website that your estimator then has to walk back is worse for the sale than no number at all.

What if I do not have a CRM?

Then the enquiry goes to email and SMS, which is fine to start with. Tell us when you adopt one and reconnecting it is a support ticket rather than a rebuild.

How do you stop spam submissions?

A simple arithmetic check on every form, which stops the overwhelming majority of automated spam without making a homeowner identify traffic lights in the rain.

Can different job types go to different people?

Yes. Routing rules are configured during the build, so an emergency leak can reach dispatch while a commercial proposal request reaches your estimator. Tell us the rules at onboarding and we test them before launch.

Can we get a copy of every enquiry by email as well?

Yes. The CRM is the system of record, and a copy can go to any inbox you like as a backup. Some owners want one; most stop reading it after a month once they trust the routing.

See it built for your business

A live walk-through of the site you would get, in about 30 minutes. Plans from $127 a month, the $697 build fee invoiced only after launch, domain and hosting included.

Book a demo

Or email and a person replies within one working day.