How Roof Flow AI works · Built by a roofer

One login replaces your entire roofing stack.
And answers every call you'd miss.

Not another dashboard. The all-in-one CRM that replaces QuickBooks, Xactimate, HailTrace, EagleView, and your ad platform — with a 24/7 AI SDR wired into every lead source.

Most roofers stitch together 5–7 tools that cost $1,597+/mo and still lose jobs when the phone rings after hours. Roof Flow AI is one system, built by a roofer, that runs the entire operation and never lets a lead go cold. Here's what's inside.

01
Replace your stack

One CRM. Every roofing tool.

Problem

You're paying $1,597+/mo for QuickBooks, Xactimate, HailTrace, EagleView, and an ad launcher — none of them talk to each other.

Solution

Roof Flow AI is one login for pipeline, aerial measurements, storm data, estimates, invoicing (QB + Stripe sync), and ads.

Value

One platform. One bill. No more copy-pasting between five apps to run one job.

02
The lead saver

AI SDR that never misses a call

Problem

Every missed call, after-hours form, and cold ad lead is a job you just lost — usually to whoever calls back first.

Solution

AI SDR replies in under 60 seconds via SMS + email, qualifies the homeowner (retail, insurance, repair), and books the inspection right on your calendar — 24/7.

Value

You stop losing jobs to the roofer who answers the phone faster. Your reps only show up when there's a booked appointment.

03
Know your business

Real numbers, not guesswork

Problem

You don't actually know your win rate, your best lead source, or which reps are dragging pipeline.

Solution

Live dashboard: leads, appointments booked, jobs won, revenue, source attribution, and rep leaderboards — updated in real time.

Value

Make decisions on data, not vibes. Kill the ad channels that don't work. Reward the reps that do.

04
Turn weather into work

Storm data built in — no HailTrace bill

Problem

You're paying HailTrace $300/mo for maps, then still guessing which neighborhoods to canvass.

Solution

Live hail + wind alerts for your service area, with one-click SMS/email campaigns to past customers in impacted ZIPs.

Value

Be the first roofer in the neighborhood — and skip the separate storm-data subscription.

05
Free, closing leads

Referrals on autopilot

Problem

You know referrals are your best leads — but nobody actually asks for them.

Solution

Automatic referral requests fire after every closed job — SMS + email, forever.

Value

The highest-closing leads you'll ever get, running in the background of every job you finish.

06
Fill the funnel

Meta & Google ads — inside the CRM

Problem

Roofing agencies want $2–5k/mo retainers and still can't tell you which ad produced which job.

Solution

Pre-built Meta and Google campaign templates fire inside Roof Flow AI. Leads land in your pipeline with full source attribution.

Value

No outside vendor. No dashboard hopping. Real ROI on every dollar you spend.

07
We install it — you run it

White-glove launch

Problem

New software usually means months of setup, YouTube tutorials, and half-configured features.

Solution

Our launch team wires up your first ad campaign, referral flow, storm alerts, and pipeline — best-practice defaults baked in. Then it's yours.

Value

You own the system on day one. No ongoing service fees, no lockup — just a running machine.

See it replace your stack in 15 minutes.

We'll walk through the exact tools you can cancel, watch the AI SDR handle a live missed call, and map it to your team.