Requests arrive in bursts
The office has trouble keeping new repair inquiries separate from existing installation questions.
Backed byAI Receptionist & Estimate Follow-Up for Roofers Roofing inquiries,
AI Receptionist & Estimate Follow-Up for Roofers Roofing inquiries,
captured.
Organize roofing calls, inspection requests, property details, and proposal follow-ups. Give your estimator the customer context they need with Zweelie.
Customer work for roofing contractors
Zweelie helps roofing companies keep incoming repair and replacement inquiries ready for assessment. After a busy week of installations or a spike in customer calls, the next request should not be a phone number with no roof or property details. Give the estimator a connected record of what the homeowner reported and what the office has promised to follow up on.
Built around the work of: roofing company owners, roofing estimators, roofing sales coordinators.
When a request gets lost, the work can follow.
The customer communication problems that roofing contractors need to solve.
What's at stake
Inspection callbacks lack details
The estimator has an address but no description of the issue or property access contact.
Replacement proposals stall
Customers need a question answered after receiving a quote, but that conversation has no next-step reminder.
From the first inquiry to an owned next step
Example workflow for roofing contractors; your staff confirm scope, timing, and any professional decisions.
Capture repair or replacement interest
Record the site, reported concern, and callback contact. Accept existing photos without asking customers to climb onto a roof.
Prepare the estimator's assessment
Attach available property information and prior messages to the opportunity. Staff confirm the inspection and assess the condition themselves.
Keep proposal decisions connected
Record customer questions, assign the proposal follow-up, and link agreed payment activity to the contact after your team confirms terms.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
I'd like a roof replacement estimate. I have photos taken from the driveway.
Thanks, Cole. Taylor will follow up with you.
Shingle roof replacement quoteAssigned to Taylor Brooks
Thanks, that works for me.
Taylor has your request.
CH
Cole Harrison
1 call
Cole sent driveway-level roof photos. Arrange an estimator callback to discuss the replacement request.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Shingle roof replacement quote
Cole Harrison
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
CH
Cole Harrison3 files
Drop files hereFiles for shingle roof replacement quote
property-photo.jpgCole Harrison · Shingle roof replacement quote
Photoroofing-inquiry.pdfCole Harrison · Shingle roof replacement quote
Documentproposal-questions.pdfCole Harrison · Shingle roof replacement quote
DocumentForms
Build an intake form around property address, repair or replacement request, customer-reported concern. Accept relevant files and connect submissions to customer opportunities.
Ridgefern RoofingRoofing estimate request
Tell our team what you have in mind.
Form submitted
Shingle roof replacement quote
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Ridgefern Roofing$9,800Shingle roof replacement quote
- Customer
- Cole Harrison
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
TB
Shingle roof replacement quote
Cole sent driveway-level roof photos. Arrange an estimator callback to discuss the replacement request.
Cole HarrisonShingle roof replacement quoteIn progressOG
Flat-roof inspection inquiry
DraftAmelie asked about a flat-roof inspection. Confirm the property contact and access arrangements.
Amelie RoyFlat-roof inspection inquiryOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep roof measurement, material takeoffs, installation scheduling, safety planning, and insurance claim handling in your established processes. Zweelie supports customer communication rather than remote inspection or a guaranteed storm-response service.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from roofing contractors
Can Zweelie manage follow-up on roofing estimates?
Your team can assign the opportunity, keep proposal questions and supporting files together, and set a reminder for the next conversation. The estimator still performs the inspection and creates the quote. Zweelie does not measure a roof, evaluate damage, or decide insurance coverage.
What should roofing contractors keep in their existing systems?
Keep roof measurement, material takeoffs, installation scheduling, safety planning, and insurance claim handling in your established processes. Zweelie supports customer communication rather than remote inspection or a guaranteed storm-response service.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for roofing company owners, roofing estimators, roofing sales coordinators.