RoofPlan

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

RoofPlan 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 RoofPlan customer page with three roof options, monthly pricing and an Approve plan button.
Roofing
+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. RoofPlan drafts it from the recording.

The scope writes itself from the walkthrough and comes back priced three ways, monthly figure first. The homeowner opens the plan before the rep leaves the street.

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

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What RoofPlan builds
after the appointment

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
  • Findings carry a status chip: Needs attention, Healthy or Monitor
Roof system
Selections, layers and the pricing options you discussed

Selections, what is included in the roof system, and the pricing options you talked through on the visit.

  • An animated model shows every layer of the roof system
  • Photos sit next to the findings they belong to
Financing
Terms, down payment and workable weather days

Sliders move the term and the down payment. NOAA data marks which days are workable and which are unlikely.

  • An illustrative estimate only, not a quote or a loan offer
  • Insurance uploads stay private and are kept for 30 days
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
A What you asked, answered section of a homeowner's plan, quoting three questions from the meeting back in the homeowner's own words, each with the answer underneath: the monthly figure, what happens if it rains mid-install, and whether the warranty transfers.
The top of a roof plan generated from a site visit, with tabs for the plan, scope, materials, investment and warranty, and four measurements read off it: roof area 2,840 square feet, pitch 6 in 12, two layers to tear off and three crew days.
A Three ways to do this roof card pricing the job good, better and best: architectural shingle at $18,400 or $249 a month, an impact-rated 50 year system with ridge vent marked recommended at $23,900 or $318 a month, and standing seam metal at $31,200 or $414 a month.
An insurance review reading the homeowner's uploaded policy: storm damage covered, a $2,500 deductible, replacement cost settlement and skylight flashing excluded, with the out of pocket spelled out, above a weather window marking which days next week are workable.
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 RoofPlan?
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?
Where do the roof measurements come from?
What does it cost to send a plan?
Are the financing figures a quote?
What happens to an insurance policy the homeowner uploads?
Which tools does RoofPlan connect to?

Start closing more deals, without hiring more reps

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

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