This is the delivery page rather than the research page. Three real roofing situations the agent has to handle, the four-phase timeline from kickoff to live traffic, and the three numbers we commit to: 10 use cases mapped, $1,800–$4,600/mo savings range and 21-day implementation.
Three situations this has to handle
The hailstorm at 3pm — A line of severe thunderstorms moves through your service area at 3pm Tuesday. By 4pm, NOAA confirms quarter-sized hail. By 5pm, your phone has rung 60 times and your two CSRs are drowning. By 6pm, your three competitors have field reps canvassing the same neighborhoods. With the AI agent in front, every one of those calls gets answered in 90 seconds, qualified, and booked into the next available inspection slot. Your two CSRs handle the 12 calls that need a human — the rest are already on the calendar. By Wednesday morning, you have 47 inspections booked. Your nearest competitor has 19.
The supplement Monday — Your project manager comes in Monday morning with 14 supplement files to draft and 9 adjuster meetings on the week's calendar. In years past, those 14 files would take her three full days. With the AI supplement assistant, she runs each one in 25 minutes — paste the Xactimate export, paste the photos, paste her scope notes, get a drafted letter with code references and line-item justification. She reviews and edits each one in 10 minutes, sends them all by Tuesday end of day. The other two days of her week go to actual project oversight.
The dormant pipeline — You have 3,400 leads in your CRM from the last 18 months that never converted. They're not really leads anymore — they're noise. You point the outbound reactivation agent at them. Over six weeks, it dials every one, talks to about 40%, and finds 90 homeowners who never actually got their roof done. Sixty of those agree to a free inspection. Twenty-eight of those convert to retail roofs at an average ticket meaningful enough to pay for the entire AI implementation for the year.
The four phases
Week 1 — Discovery + scope. Map your storm playbook, your insurance carriers, your supplement process, and the integrations (AccuLynx / JobNimbus / Xactimate / Twilio). Document the 10 most common adjuster pushbacks and the proven responses.
Weeks 2–3 — Build the voice agent for storm-mode and retail-mode (different qualifying questions). Wire SMS reminders. Connect the supplement assistant to Xactimate exports. Internal pilot — your top closer roleplays 40 calls until the agent handles each one.
Week 4 — Live pilot on overflow + after-hours. Senior coordinator listens to every recording the first week and tunes the rules. Bring up the canvasser-handoff and reviews automation in parallel.
Months 2–3 — Full rollout. Add the estimator-on-call, the project-status chat, and the outbound reactivation campaign. Weekly close-rate-by-source review.
What the roofing intake agent opens with
"Hi, we just had a big hailstorm and I think my roof might be damaged. Can someone come look?" That is the first line, and it is deliberately a question rather than a greeting — the fastest way to find out whether this is an emergency or a price enquiry is to ask.
The three KPIs we commit to
10 use cases mapped
$1,800–$4,600/mo savings range
21-day implementation
Related trades we build for
Operators in hvac, electrical and plumbing run a similar build, because the failure pattern is the same even when the vocabulary is not.