01 / The Storm Week Surge
Forty calls come in on the day after a hailstorm.
- →Every missed call gets a text
- →Inspection self-scheduling link
- →Leads sorted by address and urgency
- →Nobody falls out of the list
LATTICE for Roofing Companies
Fewer missed storm calls. Fewer inspections that stall. More roofs sold.
LATTICE connects inspection requests, scheduling, estimates, insurance follow-up, job updates and referrals around the way a roofing company actually sells work.
- Missed callText sent
- AppointmentConfirmed
- Review requestSent
- Follow-upAutomated
The journey
How customers move through roofing companies, and where it breaks.
Search
Beaten to the top of local results
Request
Storm-week calls go unanswered
Inspect
Inspection scheduling chaos
Estimate
Proposals waiting on paperwork
Job
Homeowners left without updates
Referral
Whole streets never contacted
Where LATTICE connects the gaps.
What changes when the system is connected.
Without LATTICE
Storm-day call→line busy→homeowner calls the next roofer
Inspection done→estimate delayed→job goes to a faster company
Roof completed→no neighbourhood follow-up→the street goes to a competitor
With LATTICE
Storm-day call→instant text back→inspection booked same day
Inspection done→estimate and follow-up sequence→contract signed
Roof completed→review and referral request→neighbour leads from one job
What we actually build.
01
Lead Acquisition
- Local SEO
- Storm and service pages
- Lead capture
- Campaign tracking
02
Inspection Conversion
- Missed-call text back
- Inspection booking
- AI answering
- Qualification by roof type
03
Job Operations
- CRM and job pipeline
- Estimate delivery
- Insurance document collection
- Crew scheduling updates
04
Client Retention
- Review requests
- Neighbourhood campaigns
- Referral programs
- Maintenance reminders
Built around what actually happens.
02 / The Insurance Wait
A homeowner is waiting on an adjuster before deciding.
- →Job status tracked as pending insurance
- →Scheduled check-ins by text
- →Document upload link
- →Estimate re-sent when approved
03 / The Street You Just Worked On
A roof is finished and the crew leaves the neighbourhood.
- →Review request to the homeowner
- →Photo captured for the site
- →Neighbour campaign for that street
- →Referral credit tracked
The lattice
Nine parts of the same business, connected.
Each point is a real step in your customer lifecycle. Most businesses run them as separate tools. LATTICE connects them so information moves without anyone re-entering it.
Your company. One connected job pipeline.
- Website & SEO
- CRM
- Missed-Call Text Back
- Inspection Scheduling
- Estimate Follow-Up
- Document Collection
- AI Assistants
- Invoicing & Payments
- Review Management
- Reporting
SEO for roofers
Service and service-area pages built for how homeowners search, repair, replacement, storm damage, specific materials, tracked in Search Console rather than guessed at.
Instant lead response
Missed calls and form fills receive a text within seconds offering inspection times. In a burst market this is the difference between a booked roof and a competitor's.
Inspection scheduling
Crews and territories respected in the booking flow, with confirmations and reminders so nobody drives to an empty driveway.
Insurance claim pipeline
Claim stage, adjuster date, supplement status and documents in one view, so stalled claims surface before the homeowner gives up.
Proposal follow-up automation
Every estimate keeps working after it is sent, with financing options and check-ins timed to how homeowners actually decide.
Review automation and canvassing support
Reviews requested at completion and neighborhood follow-up sequences after a visible job in the area.
See the full capability set on the services overview or how the pieces connect on the system page.
The goal isn't more software.
It's a company that never drops a lead.
01
More calls captured
02
More inspections booked
03
Less manual follow-up
04
More contracts signed
The parts of the system roofers use most.
- CRM systems
Inspections, estimates and jobs in one pipeline.
- Automation
Instant lead response and estimate follow-up.
- SEO
Roofing search intent by service area.
- Website design and development
A site built around inspection requests.
- Revenue dashboards
Close rate by lead source and job type.
Relevant work
A real build, not a mockup.
MyTaxFella is a LATTICE build: website, CRM, booking, client communication and automated follow-up connected as one system. It is a tax practice, so the specifics differ from roofers, but the structure is the same one we would build for you. References are available on request.
Questions we get
- How quickly should a roofing lead be contacted?
- Within minutes. We set up automatic text and email response the moment a form or missed call comes in, then a booked inspection as the next step.
- Can roof estimate follow-up be automated?
- Yes. Estimates get a scheduled follow-up sequence until the homeowner answers or the job is closed, which recovers work that would otherwise be forgotten.
- Can the system handle storm-driven lead spikes?
- Yes. Intake, response and pipeline stages hold up when volume jumps, so nobody is triaging a full inbox by hand after a storm.
- Will this help with local roofing search visibility?
- Yes. Service-area and roofing-intent pages are built properly and tracked, and the traffic lands on a page that asks for an inspection.
- Can we track insurance and retail jobs separately?
- Yes. Job type is on the record, so pipelines, follow-up timing and reporting reflect how the two actually differ.
- Do you handle review requests?
- Yes. Requests go out at job completion, and negative signals route to you first rather than straight to a public profile.
See where roofs
go to competitors.
We'll walk through how calls, inspections, estimates and referrals move through your company today, and show you where LATTICE could connect the gaps.
The demo needs no signup and no contact details. A call is a conversation, not a pitch.
More sectors on the industries overview.