Check for water inside
Ask whether water is getting into the house. If it is, the call is flagged for your team; if not, the assistant moves on to booking.
Roofing
After a storm, your assistant separates active leaks from inspection requests, collects the roof type, age, and number of stories, and books inspections on your calendar. Water through a ceiling, a tree on the roof, and insurance questions go straight to a person.
An AI receptionist for roofers answers leak, storm damage, and replacement calls while your crews are up on roofs, using your services, service area, and inspection process. InsertChat’s assistant asks about the roof type, the number of stories, and whether water is getting in, books inspections and estimate visits, and flags active leaks and insurance questions for your team.
EXAMPLE WORKFLOW · Phone call
A homeowner calls the morning after a storm, while your crews are already tarping roofs across town.
“Hail came through last night and there are shingles all over my yard. Can someone check the roof before it rains again?”
Ask whether water is getting into the house. If it is, the call is flagged for your team; if not, the assistant moves on to booking.
Collect the roof type, the number of stories, the roof’s rough age, and the date of the storm.
Offer open inspection times from your calendar and save the summary to the homeowner’s contact, with the number they called.
Water through a ceiling or a tree on the roof goes to your team immediately, and insurance claim questions are left for you and the adjuster.
Illustrative scenario. Answers depend on your sources; actions depend on your connected tools and permissions.
Answers come from the knowledge you add. Anything on the urgent list follows the handoff rules you set.
It separates leaks from inspections. The assistant asks whether water is coming inside; if it is, your team gets an urgent alert. Everyone else is offered an inspection from your open times, with the roof type, stories, and storm date saved to their contact. The homes that need a person are listed in your Today view.
No. Coverage and claim questions go to your team. The assistant can explain how your inspections work and whether you meet adjusters on site, if you’ve written that into its knowledge. When a caller asks whether their policy covers hail damage or what to tell their insurer, it records the question and hands the conversation to your team.
Plans start with Pro at $98 a month, with a phone number, three AI assistants, three team seats, and a monthly allowance of credits. Call minutes come out of those credits and round up to the next whole minute. Growth, Scale, and Enterprise add assistants, seats, and credits for roofers running several offices or a larger sales team.
Explore InsertChat’s shared workspace with Northstar Home Services, our fictional demo business.
Let your AI receptionist answer calls using your business information. Capture the request, help with scheduling, and pass the conversation to your team when needed.
Explore AI receptionistYour assistant answers first, saves each inquiry as a contact with its source, and alerts your team when a customer is ready.
Explore Lead captureKeep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore ContactsYes. In your website chat, homeowners can attach photos of missing shingles or a stained ceiling, and your team sees them with the conversation. Picture messages texted to your InsertChat number go to a person on your team. The assistant collects the details; your inspector judges the damage.
Each contact records its lead source, including the landing page, referrer, campaign, and the number called. Give a storm-season ad or a batch of yard signs its own number, and the contact shows which one the homeowner dialed. Analytics reports are part of the Scale and Enterprise plans.
Yes, as assistant actions. With the permissions you choose, the assistant uses the CRM actions you enable, such as creating or updating a record during the call, automatically or after someone approves it. There is no background sync, so pick the details that should reach your CRM and test the action before storm season.
Yes, from the documents you upload. Add your workmanship warranty and the manufacturer warranties you register, as PDFs or Word files, and the assistant answers questions about how long coverage lasts and whether it moves to a new owner. A claim about a specific leak or repair goes to your team.
Facts last reviewed .
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.