miryloInspection done. Proposal sent. What happens next?
Keep the estimate, revision and promised callback connected.
Keep inspection notes with the quote.
Where do qualified roofing opportunities stall?
“Inspection completed” does not tell the office whether a proposal is due, a revision is pending or the homeowner has already made a decision.
A replacement estimate follows an inspection. Keep the roof details and timing together.
Mark the details your team captures today.
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Start with: Replacement or repair request.
Track the proposal after inspection.
- 01
Capture the request
Separate replacement, repair and other requests. Record the service area and the reason for the visit.
- 02
Prepare the inspection
Assign the estimator and keep customer notes with the appointment.
- 03
Track the decision
Record the current proposal stage and next commitment, including a manual callback when that is appropriate.
- 04
Hand off sold work
Transfer the agreed project context to operations and stop sales reminders for the closed opportunity.
One detail worth getting right.
Do not count an inspection booking as sold revenue. Report scheduled estimates and accepted work as separate outcomes.
Questions to ask before the visit
- Is the request for replacement, a repair or an assessment?
- What has the homeowner asked the estimator to inspect or explain?
- Is the decision waiting on a revised proposal or a later conversation?
Workflow boundaries
For project-based roofing sales. Inspection findings, insurance decisions, measurements and production management remain with your qualified team and chosen platforms.
- Sales intake should preserve the request without promising an assessment result.
- Track the estimate decision separately from the production schedule.
- Record the reason an opportunity is paused instead of silently marking it lost.
Let each system do its job.
We verify access, supported events and who owns each update before agreeing the connection.
Let’s map your roofing estimates.
Bring one inquiry, one estimate and the tools you use.