Guided Demo Tour

Follow one fictional roofing job — the Carter residence — from storm lead all the way to warranty registration.

0 / 10 steps viewed
  1. 1

    Storm lead arrives

    A hail event in ZIP 78006 triggers the storm campaign; the Carter household submits a form. Speed-to-lead fires within 5 minutes.

  2. 2

    Lead qualified and scored

    Lead score 88 — homeowner, 19-year-old roof, visible hail bruising, insurance path likely.

  3. 3

    Inspection scheduled and completed

    24-point inspection with photo documentation, damage severity tags and a measured roof diagram.

  4. 4

    Estimate built

    35.84 squares, 12% waste, 35% target margin. Good / Better / Best options with financing.

  5. 5

    Proposal accepted

    Better option signed at $24,875 with a 30% deposit collected through the payment link.

  6. 6

    Materials ordered

    Take-off pushed to the supplier; delivery scheduled two days before install.

  7. 7

    Production scheduled

    Crew assigned, permit approved, HOA approved, weather checked for the install window.

  8. 8

    Install and quality control

    Daily progress photos, QC checklist, magnet sweep and customer walkthrough sign-off.

  9. 9

    Invoice and payment

    Final invoice issued, payment collected, job costing closed at 38.9% gross margin.

  10. 10

    Review, referral, warranty

    Review request sent, 5-star review posted, referral logged, warranty registered for 30 years.

Every person, address, claim and dollar figure in this tour is fictional.