Lead qualification and estimate generation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Capture lead information

   New roofing inquiry is received with homeowner contact details and basic project requirements. Lead data is automatically logged into the CRM system for tracking.

   JobNimbus
2. 2

   Action

   Generate property measurements

   Automated aerial property analysis captures roof dimensions, pitch angles, and structural details. High-resolution imagery provides accurate measurements for material calculations.

   Hover
3. 3

   Decision

   Assess project complexity

   System evaluates roof characteristics, damage severity, and accessibility to determine if project requires standard or custom estimation approach. Complex projects are flagged for manual review.

   JobNimbusHover
4. 4

   Action

   Calculate materials and pricing

   Automated system computes material quantities, labor requirements, and project costs based on roof measurements and local pricing data. Multiple roofing material options are included in calculations.

   SumoQuote
5. 5

   Action

   Schedule inspection appointment

   System automatically books inspection slot with qualified lead and sends confirmation details. Appointment details are synced across team calendars.

   JobNimbusAccuLynx
6. 6

   Output

   Deliver professional estimate

   Comprehensive roofing estimate with material options, pricing, and timeline is automatically generated and sent to homeowner. Follow-up sequence is initiated for proposal review.

   SumoQuoteJobNimbus

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