Storm damage lead intake for Roofing Companies
Capture the storm date, damage, address, and active-leak status for the roofing contractor.
Choose the questions and next step, then test one real call before sending callers here.
- Damage details
- Claim context
- Human follow-up
Example call notes
Ready for the team
- Intent
- Storm damage lead intake
- Priority
- Standard
- Next step
- Send call notes
What this call should accomplish
Back to top ↑Keep damage, claim, property, and contact details in one useful record.
Records the storm date, affected roof area, active water entry, and property address.
Prepares damage notes without assessing roof condition or setting a price.
Keeps roof, storm, leak, property, and claim details together.
Records the caller, location, reason for calling, and requested next step.
Questions worth asking
Back to top ↑Ask for the roofing service details the office or on-call person needs next.
- 1
What name and number should the roofing team use for follow-up?
- 2
What storm or event caused the damage, and when did it happen?
- 3
Is water entering now, and which roof area is affected?
- 4
What property address and safe access details should the roofing team know?
After the caller hangs up
Back to top ↑The roofing team receives the call notes and requested next step.
Call notes keep the storm date, affected roof area, active leak, address, and callback details together.
The contractor receives the storm and active-leak details without a condition assessment or quote.
The roofing contractor decides inspection priority, scope, price, and availability.
Where the useful details can go
Back to top ↑Put the useful details from roofing service calls in the tools your team already uses. Set up and test each connection first.
Slack
Send the call summary or captured lead to one channel.
See Slack details →
Google Calendar
Create a Calendar event only when the call includes an appointment request and captured time.
See Google Calendar details →
HubSpot
Send the available lead and caller details to HubSpot.
See HubSpot details →
Zapier / Make
Start a Zap or Make scenario with the call or lead details.
See Zapier / Make details →
Webhooks
Send the selected call or lead event to your public HTTPS endpoint.
See Webhooks details →
Want examples? Explore integrations →
Where people stay in control
Back to top ↑What stays with your team
- Roof condition, price, coverage, and claim advice stay with the contractor, insurer, or another qualified person.
- Calls outside the roofing service script go to the roofing team.
Questions owners ask
Back to top ↑Will it assess storm damage or promise an inspection time?+
No. It records caller-described damage, active water entry, and timing. The roofing contractor decides condition, priority, price, and availability.
Will it assess a roof or promise a quote?+
No. It records the roof, property, leak, or claim details. A qualified person confirms condition, scope, price, coverage, and availability.
Related pages
Back to top ↑Compare other roofing call situations before choosing a script.
- Home Services overview
- Roofing overview
- Roof estimate scheduling
- After-hours answering
- Insurance claim call intake
Put this playbook to work
Choose the scope questions and who follows up on the request.
Want the numbers? See pricing →