How It Works (Roofing)
Day One Reality: Every missed call is missed revenue—often a $5K–$25K roof. Your AI Receptionist answers instantly, books real appointments, updates your CRM, and eliminates manual office tasks.
The Process
Book a short build session, pick your plan, confirm your tools (JobNimbus, AccuLynx, HubSpot, Salesforce, Google/Outlook, VoIP).
Lock your voice & rules, define qualification, confirm integrations & automations.
Outputs: Call Flow Map, Integration Checklist, Launch Date.
Custom AI call flows, CRM/calendar/VoIP integrations, manual-task automations, QA & safety checks.
Soft launch to verify; then 24/7 full launch. Every call creates a summary and updates your CRM.
Weekly insights, prompt tuning, new intents/automations, add locations/crews without extra office headcount.
Call Flow (Simple)
- Create/Update lead/job in CRM
- Send confirmations (SMS/Email) + calendar invite
- Post-call summary to team
- Automations (estimate → work order → status → follow-ups)
Onboarding → Launch (Simple)
Book a short build session, pick your plan, confirm your tools.
Outputs: Call Flow Map | Integration Checklist | Launch Date
Custom flows | Integrations | Automations | QA
Launch to a limited number of calls to verify functionality.
Full launch across all lines. Every call creates a summary and updates your CRM.
Weekly reports, prompt tuning, new intents/automations, and scaling support.