Free CRM for siding contractors

Close the siding estimate before the color samples gather dust

Siding is a big decision that homeowners chew on. Puffly keeps every measure, quote, material choice and deposit in one list so you follow up while they are still deciding.

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Where siding contractor leads come from

  • Storm damage

    After hail or high wind, homeowners look up and see damaged siding. Many call several companies the same week.

  • Yard signs and neighbors

    A finished house on the block gets noticed. Neighbors walk over and ask who did it.

  • Roofers and window installers

    Crews working on the same house often see the siding is next, and pass the lead along.

  • Realtors and HOAs

    Agents preparing a sale and HOAs enforcing exterior standards both need siding fixed on a deadline.

What slow follow up costs a siding contractor

Siding quotes cost a lot and take a while to compare, so the homeowner wants to feel taken care of. If you take a week to return a call after a storm, they may already have three appointments booked. An unanswered estimate is easily replaced by the next salesperson who calls.

A pipeline that fits a siding contractor

Puffly’s pipeline is yours to name. Here is one way a siding contractor could lay it out.

  1. Estimate appointmentVisit set, with photos of the current siding and any rot or damage.
  2. Measured and quotedVinyl, fiber cement or another material, priced by the square.
  3. Choosing colorsSamples are out and the homeowner is deciding.
  4. Deposit and orderDeposit is received and material is ordered with a lead time.
  5. Installed and final walkPunch list done with the homeowner, then the review request.

Follow up moments worth a reminder

  • Quoted vinyl and fiber cement and the homeowner cannot pick a color

    "Hi [name], want me to bring a couple of large samples by so you can see them on the house in daylight?"

  • Material arrived at the yard and no crew date has been confirmed

    "Hi [name], your siding is in. Our crew can start the week of [date]. Does that work for you?"

  • Insurance adjuster visited after hail and the homeowner is waiting on a decision

    "Hi [name], any word from the adjuster? I can send our estimate with photos if that helps with the claim."

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

Most installs happen from spring through early fall, and storms can send a rush of calls at any time. Winter is a good time to follow up on old estimates and line up spring schedules before the crews fill up.

Questions from siding contractors

Can I track deposits in Puffly?

You can move a deal to a stage like Deposit and order and note the details. Puffly is not accounting software, so keep payments in your usual books.

How do I handle storm season when the phone will not stop?

Turn on missed-call text back so people get a reply when you are on a ladder. Then let Puff tell you who to call first.

Can I send quotes from Puffly?

Yes, Puffly has quotes you can send to customers. Puff can draft the follow up message for you to approve.

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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