Turn storm-damage calls and repair enquiries into booked inspections and signed jobs, without missing a lead.
After a big blow, the calls come all at once and the roofer who answers first wins the job. Describe your roofing business in plain English and CRMandGo composes a CRM built for your workflow, from first enquiry through inspection, quote, deposit and the job on the roof. An AI front desk captures web chat, SMS and missed-call enquiries around the clock and texts every missed call straight back, so an urgent leak or a re-roof enquiry never goes to the next number on the list. Each enquiry is scored so you send inspectors to the ready buyers first, and every inspection, quote and follow-up sits in one pipeline built for roofing. Insurance repair jobs and staged progress claims get their own reminders so nothing stalls waiting on paperwork.
An AI front desk captures enquiries 24/7 over web chat and SMS, and texts back every missed call automatically, so a storm-damage or leak call that comes in while your crew is on a roof still turns into a booked inspection.
Track every job through the stages that match your trade, from enquiry and inspection to quote, deposit, scheduled works and completion. Keep repairs, re-roofs and insurance jobs visible so you always know what is booked and what is waiting on a quote.
Every enquiry is scored and summarised into a short brief, so you know whether it is a small gutter repair or a full re-roof before you book the inspection. Prioritise the ready buyers and keep your inspectors on high-value work.
Send a branded intake link that asks the right questions up front: property address and access, roof type and pitch, the issue, whether it is an insurance claim and photos of the damage. You arrive at the inspection already knowing the scope.
Track referrals from builders, strata managers, insurers and past clients, send agreements for e-signature, and let CRMandGo calculate and record referral fees automatically so every lead source is credited and paid without manual tracking.
Watch quotes, win rates and revenue update live across your team. See which job types and referral sources convert, and which quotes have gone quiet and need a follow-up, all from one dashboard.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is kept onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
Yes. Insurance repairs can move through their own stages with reminders on approvals and staged progress claims, so a job never stalls waiting on paperwork. You keep the claim, the quote and the works together in one place.
You describe your business and CRMandGo composes a CRM for your roofing work: the terminology, pipeline stages, intake questions and document checklists already match how you inspect and quote. You can rename labels and switch modules on or off whenever you like.
CRMandGo is Australian-owned and your data is hosted onshore in Sydney, handled under the Australian Privacy Principles. Your client details, inspections and quotes stay in Australia.
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