Roofing Growth DeskCall, text & email follow-up for roofers.

Onboarding

Set up the first follow-up list

Use this after a request is accepted. The fast path is simple: company, contact, website or service area, consent, and whatever details you already know. The optional sections help us work cleaner, but a roofer should not have to complete every field to begin.

Recovery desk setup

Start with one clean list, approved wording, and clear handoff rules.

Do not include private customer data in this first form. We will confirm the safest way to share old estimate lists, completed-job lists, and past-customer lists if needed.

Fast path:Fill in company, name, email, phone, website or service area, and consent. Open the optional sections only if those details are ready.
Optional tool details: phone, CRM, AI answering, call tracking, reviews, calendar, photos

Use what you already have first. Any third-party tool we recommend is paid directly by the roofer or passed through at actual approved cost with no markup.

Tool readiness

What do you already have, and what may need to be added?

No markup promise: Roofing Growth Desk does not pad or mark up third-party tools. If a tool is needed, the roofer pays the provider directly or we pass through the actual approved cost.

Optional follow-up setup details: lead sources, missed calls, estimates, and first priorities
First recovery priorities
Optional growth details: reviews, referrals, recalls, photos, and notes

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