Automation and softwareInspections booked in a minute, every job tracked from inspection to signed contract, and follow-ups that run until the homeowner decides.
Tell me the task that eats your week. A written first plan in 2 business days.
The Monday after a storm
After a storm, a week’s worth of requests arrives overnight. The office answers what it can, and the rest wait until the homeowner has already booked someone else.
Inspection, estimate, adjuster meeting, financing and contract. When each step lives in a different notebook or app, nobody knows which jobs are stuck or who owes the next call.
Some reps follow up well and some don’t, and when a rep leaves, their open estimates leave with them. The process belongs to the company, not to one person’s memory.
Inspection photos on one phone, the estimate in an email, the signed contract in a drawer. Pulling it together for an adjuster or a dispute takes hours.
An example with round numbers, not a client. The missed call rate comes from CallRail’s 2025 benchmark for home services. Put in your own numbers in the missed call calculator.
Revenue that goes to someone else each month
$43,680
Fixed price, agreed before work starts. You own the accounts, the setup and the data.
Sample messages with made-up names. Yours are written in your voice, and your team approves every one before it goes live.
Starts when: a form, call or ad lead arrives
Within 1 minute
A reply with a link to pick an inspection time
Sample text message: Hi, this is Summit Roofing. Thanks for reaching out. Pick a time for your free inspection here: [link]. How old is the roof, roughly?
On booking
The inspection lands on the calendar grouped by neighborhood, and the inspector gets the address and roof age
No booking after 1 day
One reminder, then a call task for the office
Starts when: an estimate is sent after the inspection
Same day
The estimate with photos from the roof, warranty details and financing
Day 3
A check-in from the salesperson’s name
Sample text message: Hi Carol, did you have a chance to look at the estimate and the photos? Happy to go over materials or timing whenever works for you.
Day 7 and day 14
A call task, then a final note
When the adjuster meeting is set
The job moves to its own stage, with a reminder the day before
Starts when: any photo, document or signature is added
During the inspection
Photos from the field app attached to the job automatically
At signing
Contract templates with the notices your state requires, signed electronically
After the job
Completion photos, the warranty and a review request sent together
The office answers the first fifty and the rest wait a day. An automatic reply with a booking link answers all of them at once.
When a rep leaves, so does every open estimate. Follow-up should run from the company system, under the rep’s name.
Florida requires specific notices in roofing contracts tied to insurance claims and emergencies. Templates make sure none are forgotten.
If your software already does part of this, I set that up first and build only what is missing. What can be connected depends on the tool and your plan with it, so the free review checks it before any price. Names are trademarks of their owners, listed only as tools owners commonly use.
Want more inspections from homeowners who need a roof? I also run Google, Local Services and Meta ads for roofers.
See ads for roofing companiesResult from a real client: Remodeling company
The ads were working. The leads were waiting five hours for a reply. Fixing that nearly doubled the contracts.
Partly. Roofing CRMs have pipelines, templates and some automation, and they are often set up halfway. I start with what you have and build only what is missing, like instant replies to ad leads or sending signed contracts back to the ads.
That is when it matters most. Every request gets an answer and a booking link in a minute, whether there are five or five hundred, and the calendar fills by area so your inspectors don’t cross town twice.
Yes, as templates your attorney approves. Florida requires specific notices in roofing contracts tied to insurance claims and to declared emergencies, and the templates make sure they are in every contract, in the format the law asks for.
One workflow, like missed call replies and estimate follow-up, usually takes 1 to 2 weeks. A complete path from new lead to paid invoice usually takes 2 to 6 weeks. You see working pieces along the way.
Each project gets a fixed price in a written proposal, agreed before work starts. The free automation review gives you a written first plan and a price range within 2 business days. An optional monthly plan covers hosting, monitoring and changes.
Leo AgostiniFounder, Cazullo
Building business software since 2022, after 13 years in marketing. You work directly with me, and I personally review and validate the work before delivery.
Tell me about your business and the task that eats your week. Within 2 business days you get a written first plan: what to automate first and a price range. No call required for that; bigger systems get their full scope after a short conversation.
Prefer to talk now? Call (424) 340-4151, or write to leo@cazullo.com.