After the storm, be the roofer who follows up on every inspection
Puffly is a free CRM that helps roofers keep track of inspections, proposals and insurance claims, even when the phone will not stop ringing.
Where roofing company leads come from
Storm damage
After hail or high wind, homeowners look up at the shingles and start calling. Everyone in town is calling the same roofers, so speed matters.
Insurance agents and adjusters
Claims move slowly, and homeowners often ask their agent or adjuster who they would trust with the work.
Yard signs and neighbors
A crew on a roof for two days is a billboard. Neighbors stop and ask, and one finished job often leads to three more on the same street.
Leaks and Google searches
A brown spot on the ceiling after rain sends people searching for roof repair. They want an inspection and a straight answer.
What slow follow up costs a roofing company
A roof is one of the biggest bills a homeowner faces, so they slow down, compare and wait on the insurance company. After a storm, a dozen roofers are knocking on the same doors. If your proposal sits a week without a word, the roofer who kept in touch is often the one who gets the signed contract.
A pipeline that fits a roofing company
Puffly’s pipeline is yours to name. Here is one way a roofing company could lay it out.
- Inspection bookedA homeowner called about a leak or storm damage and you have a time to get on the roof.
- Inspected, photos sentYou documented the damage and sent pictures the homeowner can share with their insurance company.
- Proposal outScope, materials and price are sent, and the homeowner is deciding or waiting on a claim.
- Contract signedDeposit in, shingles and dumpster ordered, and a tear-off date set.
- Installed and walkedRoof done, final walkthrough finished, and the balance and review request handled.
Follow up moments worth a reminder
Insurance adjuster visited last Thursday and the homeowner has gone quiet
"Hi Gary, it's Chris at Ridgeline Roofing. Any word from the adjuster? If they approved the claim, I can get you on our schedule for the next open week."
Proposal sent after a leak inspection, no reply in four days
"Hi Beth, just checking on the roof proposal. Happy to answer any questions or tarp the leak in the meantime so you're protected while you decide."
A neighbor asked about the crew working on the street
"Thanks for stopping by. We're wrapping up next door on Friday, and I can come by Saturday to look at your roof at no charge if you'd like."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Storm season and the weeks right after are a flood of inspections, so keep the pipeline moving and answer everyone quickly. Winter slows installs, so use it to follow up on old proposals, reach out to past customers, and book spring tear-offs before the calendar fills.
Questions from roofers
Can I track jobs that are waiting on insurance?
Yes. You can set up a stage for claims in progress and add a task to check in on a set date. Puff can then remind you which of those jobs need a call.
Can I import leads I collected at a storm event?
Yes. If you kept names and phone numbers in a Google Sheet, you can import it and work through the list with Puff telling you who to call next.
Will Puffly text homeowners for me?
Only with your say-so. Puff drafts follow-up messages, but outreach waits for your approval by default. You stay in control of what goes out under your name.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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