Answers every call, day and night
First ring, natural voice, no queue — for new leads, after-hours calls, and overflow when the office is already on the line.
- 24/7 answering including weekends and holidays
- Overflow answering when the office line is busy
- Natural conversational voice, not a phone tree
- Configurable greeting, hours, and escalation rules
Qualifies like a trained office manager
It asks the questions that decide whether this is a job, and it asks them the same way every time.
- Address, damage type, and roof age
- Insurance claim status and carrier
- Urgency, active leak, and access notes
- Lead scoring from the answers given
Books the appointment on the call
It reads real calendar availability, offers slots, books the inspection, and sends the homeowner a confirmation.
- Live availability from rep and crew calendars
- Territory-aware routing to the nearest rep
- Confirmation text and calendar invite to the homeowner
- Reschedule and cancellation handling
Writes it into the CRM
Every call becomes a lead record with a transcript, a recording, a score, and the follow-up sequence already running.
- Lead created with full transcript and recording
- Automatic source and campaign attribution
- Follow-up sequence triggered on call outcome
- Duplicate detection against existing contacts
Escalation and human handoff
Emergencies, existing customers, and anything outside its rules go straight to a person, with context attached.
- Live transfer on emergency keywords
- Existing-customer recognition and routing
- Owner alerts on high-value or unusual calls
- Full call log for review and coaching
Outbound follow-up and reminders
The same voice chases aged leads, confirms tomorrow's inspections, and reactivates old estimates.
- Appointment confirmation and reminder calls
- Aged-lead reactivation campaigns
- Estimate follow-up calls after a set delay
- Outcome written back to the pipeline