Roofing and restoration companies juggle more moving pieces than almost any other trade, canvassers, multiple lead vendors, inspections, insurance adjusters, supplements, production crews, and financing, all before a job is ever collected on. This dashboard gives you one view of that entire pipeline, from first contact to final payment.
Roofing and restoration sales processes look nothing like plumbing, HVAC, or electrical, longer sales cycles, insurance claims, and dedicated canvassing or appointment-setting teams change what needs to be tracked. This page runs on the same reusable technical foundation as our other contractor dashboards, but with a distinct pipeline and terminology built specifically for roofing and restoration. It is not a relabeled version of the HVAC/plumbing dashboard.
Who This Is For
What the Dashboard Solves
Leads & Sales
- Leads by source
- Speed-to-lead
- Inspection appointments
- Sales-representative performance
- Estimate and contract conversion
Claims & Production
- Insurance claim stage
- Supplement status
- Production scheduling
- Material ordering
- Crew availability
Financial
- Job profitability
- Customer financing
- Accounts receivable
- Review and referral generation
- Storm-area performance
Pricing
Four packages, from a light starting point to a full system. Packages start at $3,500, exact pricing depends on your call volume and current tools, so we confirm it on a fit call.
Foundation
Search visibility, website upkeep, missed-call capture
Pipeline
Adds outbound calling & email follow-up
Command
Adds daily monitoring & dispatch reporting
Pro
Full system with multi-location support
FAQ
How does insurance claim stage tracking work?
Your dashboard tracks each job through the claim lifecycle, filed, adjuster meeting, approved, supplement submitted, supplement approved, and paid. So your team always knows which claims need a follow-up push and which are stuck.
Does this work for restoration companies (fire/water/mold), not just roofing?
Yes. Restoration work runs through the same insurance-claim and production pipeline as roofing, just with different job types and mitigation steps. We build the pipeline and terminology around how your restoration business actually operates.
How does storm-area performance reporting work?
We tie leads, inspections, and closed jobs to the storm event or geographic area they came from, so you can see which storms, neighborhoods, or canvassing zones are actually producing revenue.
What is the typical timeline to get this live?
Timelines depend on the package, Foundation and Pipeline builds move faster, while a full Command or Pro build typically takes several weeks as we connect your lead sources, CRM, and production systems.
How is our data secured?
We connect directly to your existing tools via secure, permissioned integrations. Your data stays in your systems of record, the dashboard reads and organizes it, it does not become a second copy of your business.
Why does speed to lead matter so much for storm damage leads?
Storm-damage homeowners are typically most motivated to act within the first 48 hours. A lead sitting unassigned for even a few hours can go to a competitor who called first, the dashboard flags any storm lead without a same-day response.
Do you work with roofing companies outside Houston?
Yes. We are based in Richmond, TX and work in person with roofing and restoration companies across Greater Houston, and remotely with companies anywhere.
Related: AI Phone Agents for Small Business: A Complete Implementation Guide
Built Around How Roofing Actually Runs
Roofing does not have the steady week that service trades have. The work arrives in bursts, most of it is settled with an insurance carrier rather than the homeowner, and the gap between inspection and signed contract is where the money goes missing. The dashboard is shaped around that.
Storm response, while the storm is still news
A hail event fills your phone for about seventy two hours and then the leads go to whoever answered first. The board shows inbound volume by neighbourhood as it happens, which crews are already committed, and how fast each call got returned. The AI line covers the overflow so nobody sits in a queue during the only window that matters.
Claims, not just jobs
A roofing job has a second timeline running next to it that most dashboards ignore. Every claim is tracked by stage: inspection done, claim filed, adjuster scheduled, adjuster met, scope approved, work authorised. You can see exactly how many jobs are stalled waiting on a carrier and for how long, which is usually a bigger number than owners expect.
Supplements you actually collected
Supplements are the difference between a profitable roof and a break-even one, and they are the easiest thing to lose track of. The dashboard shows what was submitted, what came back approved, what is still outstanding, and what quietly got written off because nobody chased it. That last number tends to start the most interesting conversations.
Inspections that went quiet
Free inspections are the industry norm, which means most of them do not convert. The ones that would have converted usually just needed a second call. Every inspection with no signed contract sits in a follow-up queue with its age, its estimated value, and whose name is on it. No more relying on a rep’s memory a fortnight later.
Crew and material throughput
Squares completed per crew per day, material ordered against material used, and how much of the week each crew was actually on a roof rather than driving or waiting on a delivery. Useful in the busy season for knowing whether to add a crew or fix the scheduling.
Which marketing survives the off season
Storm chasing is easy to measure and easy to overvalue. The dashboard separates storm-driven work from retail and referral work, so you can see what your business looks like in a quiet quarter and which channels are worth funding year round.
Roofing Questions
Does the dashboard track insurance claims and supplements?
Yes. Claims are tracked by stage from inspection through adjuster meeting to approved scope, so you can see how many jobs are stalled with a carrier and for how long. Supplements are tracked separately as submitted, approved, outstanding, and written off, because unclaimed supplements are one of the quietest ways a roofing job loses its margin.
Can it handle a storm surge in leads?
That is what the AI answering line is for. When a hail event fills your phone the overflow gets answered rather than going to voicemail, and the board shows inbound volume by area in real time along with how fast each call was returned. The window on storm leads is short, and speed of response is usually what decides who gets the job.
What happens to inspections that never convert?
They go into a follow-up queue with their age, estimated value and an owner, instead of living in a sales rep’s memory. Most free inspections do not convert, but the ones that would have often just needed a second call at the right time.
Do you know how many leads became inspections, claims, contracts, and collected revenue?
Book a free review and we will show you exactly where your roofing or restoration pipeline is leaking leads and revenue.
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