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
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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