HOW IT WORKS
From Territory Lock to
Booked Inspection
Our systematic pipeline takes you from initial onboarding directly to pre-screened roofing inspections routed onto your calendar with zero shared leads.
Exclusive Territory Protection · Verified Homeowners · Direct Calendar Dispatch
OPERATIONAL INFRASTRUCTURE
The Pipeline Process
A structured six-step progression designed to take qualified homeowners from first awareness directly onto your inspection calendar.
Territory Check
We cross-reference your service area against active accounts to confirm the radius remains unclaimed and lock in exclusive regional coverage.
Onboarding Call
A 30-minute operational synchronization to configure target zip codes, preferred job types, weekly estimator capacity, and live calendar routing.
Campaign Launch
High-intent digital campaigns deploy across hyper-local geographic zones, generating inbound homeowner inquiries seeking legitimate roof evaluations.
Live Qualification
Our trained US agents place direct voice calls, conducting recorded intake to verify deed ownership, roof age, confirmed damage, and replacement intent.
Calendar Booking
Qualified homeowners select an exact 2-hour arrival window matched to your schedule, backed by automated SMS and voice confirmation sequences.
You Inspect and Close
Your field estimator arrives at the property greeted by an informed homeowner who is expecting you, ready to inspect, quote, and close the contract.
Guaranteed exclusive zip codes: Only one roofing partner accepted per market territory.
OPERATIONAL PREREQUISITES
What We Need
From You
To guarantee every qualified appointment aligns precisely with your field crews, we establish five straightforward operational parameters before launching your pipeline.
Calendar Access
Direct two-way calendar sync via Google Calendar, Outlook, or your CRM so verified appointments populate open field slots in real time.
Dispatch Contact
A dedicated phone line or SMS point of contact during regular business hours for instant dispatch alerts, routing updates, and rapid confirmations.
Service Area Zip Codes
An exact list of target zip codes and regional boundaries where your estimators actively travel, eliminating out-of-territory inspection requests.
Accepted Job Types
Definitive scope criteria covering accepted project sizes (e.g. full replacements, storm damage restoration, asphalt shingle, tile, or standing seam metal).
Weekly Capacity
Your target volume for scheduled inspections each week, ensuring our appointment generation cadence matches your crew bandwidth without causing operational bottlenecks.
REPLACEMENT GUARANTEE
Appointment Qualification
Every homeowner scheduled into your pipeline is pre-vetted against verified property records and qualifying criteria. If unexpected on-site conditions prevent an estimate from occurring, our transparent replacement policy protects your marketing investment with zero friction.
- 48-Hour Claim Window: Flag disqualified criteria inside your contractor dashboard within two business days.
- Immediate Credit or Swap: Validated exceptions are re-credited instantly or replaced in your next pipeline run.
- Strict Lead Retirement: Disqualified records are permanently archived and never reassigned to any active contractor.
Our dispute desk reviews and resolves claim submissions within one business day so your operational momentum remains uninterrupted.
What Happens If An Appointment Does Not Qualify
We honor guaranteed replacement credits if your inspection is affected by any of these 4 pre-defined conditions:
Wrong Owner
Contact is a tenant or renter lacking deed ownership to approve capital replacements.
Unserviceable Roof
Structure falls outside your agreed parameters, including manufactured housing or specialized builds.
Disconnected Number
Primary phone is disconnected, permanently inactive, or unreachable during confirmation.
Homeowner No-Show
Decision-maker is absent during the confirmed inspection window without advance notice.
EXPECTATION TIMELINE
Sequence of Events
A structured, milestone-driven progression ensuring technical readiness, exclusivity locks, and verified qualification filters before homeowner dispatch begins.
STEP 01 : INITIAL PHASE
Territory Check & Onboarding
Every engagement opens with strict postal-code boundary verification to ensure zero contractor overlap. Our operations team coordinates calendar sync and direct dispatch endpoints before any public-facing activity.
Pre-Launch Baseline & Integration
STEP 02 : ACTIVATION
Campaign Launch
Targeted residential homeowner ad funnels go live across your designated territory once onboarding checks clear. All intake channels are pre-calibrated to screen out renters and commercial properties automatically.
Triggered Following System Sign-Off
STEP 03 : DISPATCH
First Appointments
As the live campaigns gather momentum, homeowner inquiries are screened against your qualification criteria. Fully confirmed, replacement-ready appointments land directly on your calendar for field estimates.
Follows In-Market Calibration
TERRITORY EXCLUSIVITY NOTICE
Check if your territory
is open
We enforce strict single-contractor territory protection across every market. Review real-time availability in your service radius before your zip codes are locked.
Zero obligation • Instant status confirmation • Strictly one contractor per region