HomePlan

Every roofing appointment turns into a personalized plan for the homeowner.

HomePlan drafts a living web page from the recording of the appointment. The rep reviews it, corrects anything, and sends.

  • Drafted automatically from the recording of the appointment
  • The rep reviews, corrects and approves before anything is sent
  • The homeowner gets a link, not a PDF attachment
A phone showing a HomePlan customer page with three roof options, monthly pricing and an Approve plan button.
Construction
+70%

Close rate increase

How they did it
Roofing
2X

Faster ramp for new reps

How they did it
Roofing
22%

Increase in average project value

How they did it

Drafting the perfect follow-up by hand takes 20, 30, 40 hours. HomePlan drafts it from the recording.

See HomePlan on your own jobs. We'll walk you through SalesAsk and show you how HomePlan drafts a plan from a real appointment recording.

Book a demo

What HomePlan builds

Five parts of the plan, drafted from the recording and reviewed by the rep before the homeowner sees anything.

How it works
Recap
What the homeowner told you, in their own words

The plan opens with a recap of the conversation, so the homeowner sees you listened before they see a price.

  • Drafted from the appointment recording, not from a template
  • Questions the homeowner raised get a section of their own
Roof survey
Roof area, squares and pitch from Google Solar imagery

Roof area, roofing squares, predominant pitch and detected roof planes come from Google Solar imagery of the address.

  • Every measurement is labeled Estimated, confirm before ordering
  • Roof planes detected and counted from the imagery
Roof system
The layers, the scope and the days the crew can work

The roof system laid out layer by layer, the scope of work the crew will follow, and the install days the weather allows.

  • An animated model shows every layer of the roof system
  • Install timeline and warranty in the same view
Financing
The term, the down payment and what it costs a month

The homeowner moves the term and the down payment, and the monthly figure moves with them, so the conversation lands on a payment they can picture rather than a total.

  • An illustrative estimate only, not a quote or a loan offer
  • Prequalified in the driveway with a soft credit check
Dashboard
Active plans, buyer views and pipeline for the whole team

The dashboard shows active plans, buyer views, pipeline and how long each homeowner spent on their plan.

  • Copy the public link, or nudge the buyer once a day
  • Every row shows owner, deal value, call length and views
The What you asked, answered section of a homeowner's plan, quoting four questions from the meeting with the answer under each, the rep Danny Reyes with his photo and call and text buttons, and a column of neighbour reviews rated 4.9 from 212 reviews.
An aerial measurement of 4128 Cedar Bend Road marked up from satellite imagery, reading total area 2,840 square feet, pitch 6 in 12, seven facets and 28.4 squares, with home history underneath: built 1998, last re-roofed 2009, four hail events since and 17 jobs done within a mile.
A scope of work card showing the roof build up as four labelled layers, impact shingle over synthetic underlayment, ice and water shield and new OSB decking, beside a timeline running from plan approved to final walkthrough and a weather panel marking which install days are workable.
A financing view with a term slider set to 120 months and a down payment slider set to $2,400 at 10 per cent, the monthly payment reading $276, and the project total, amount financed, total interest and first payment date listed beside it.
Plan analytics for a plan sent three days ago: nine opens, three viewers, fourteen minutes in the plan and four financing clicks flagged as a buying signal, with time spent broken down by section and financing at the top.

The people who use SalesAsk,
in their own words.

Owners, sales managers and reps at roofing and restoration contractors.

Customer Stories
Vincent Brown, Sales Rep at Connell Roofing, in his SalesAsk customer video

“It’s Like Having My Sales Manager On Every Call” | Connell Roofing + SalesAsk

Vincent Brown

Sales Rep, Connell Roofing

Anthony, Sales Manager at 5 Star Disaster Services, in his SalesAsk customer video

“What SalesAsk has done is pull out the steps that should have happened, highlight areas we can improve, and give us real-time feedback we can actually act on.”

Anthony, Sales Manager at 5 Star Disaster Services

Anthony

Sales Manager, 5 Star Disaster Services

Mark Schmidt, COO of Mr. Roofing, in his SalesAsk customer video

Mr. Roofing aligns two-call close coaching with SalesAsk

Mark Schmidt

COO, Mr. Roofing

The follow-up is the last thing a homeowner sees, and usually the thinnest thing you send.

Every appointment.

Phone recording icon

Gets a plan drafted from its own recording.

Every rep.

Scorecard checklist icon

Reviews, corrects and approves in minutes.

Every homeowner.

Coaching feedback icon

Gets a page, not a PDF attachment.

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Frequently asked questions

View all FAQs
What is HomePlan?
Where does the content on the page come from?
What does the rep have to do?
Can the homeowner see a draft before it is approved?
What is on the page the homeowner receives?

Start closing more deals, without hiring more reps

See exactly what’s holding your team back and fix it fast.

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