FOR ROOFING AND EXTERIORS COMPANIES
A CRM for roofers who are tired of being the first quote.
You did the inspection, wrote the estimate, did all the leg work. Then the text: we are going with someone else. NexaCloser keeps every homeowner, estimate and claim in one place, follows up with a reason while you are on the next roof, and gets the contract signed online. One price, and every rep gets a login.
30 יום חינם. נדרש כרטיס, 0$ היום. לאחר מכן 97$ לחודש אלא אם ביטלתם.
Brooks, 9 Lake Rd
Thu 10:00 am
ReferralPatel, 221 Oak Ave
Full replacement, day 2 text
$14,800Reed, 7 Hill Ct
Gutters and fascia, day 5
$3,900Kim, 60 Pine St
Adjuster Monday, supplement next
InsuranceWalker, 14 Elm St
Build next week
Signed onlineWhere every job stands
FIRST, THIS
You did all the leg work. Then: "we are going with someone else."
It happens. You close most of the people you get in front of and you still lose some, usually on price, sometimes to a guy who offered to eat the deductible. You brush it off and move on to the next one.
What stings is the ones that just went quiet. The stack of old bids on the desk. The claim that dragged for months with nobody on your side owning the next step. The final check you had to chase.
This is not more leads, and it is not an AI answering your phone. It is the follow-up you would do yourself if you were not on a roof: on time, with a reason, in your name.
WHERE JOBS GO QUIET
You do not lose them on the roof. You lose them after the estimate.
The stack of old bids
Every one of them cost you a drive, a ladder and an hour. Most never got a second call.
The claim that drags
Inspection, adjuster, supplement, approval. Weeks between each one, and the homeowner hears more from the next roofer than from you.
Chasing the final check
The roof is on, the check was released, and now they are dodging you.
HOW IT WORKS IN YOUR COMPANY
Follow up with a reason, not "just checking in".
Every estimate gets followed up, with a reason
Mark an estimate as sent and the follow-up runs on the days you set: a text on day two with a reason to reply, the estimate again on day five, a call reminder for the rep on day nine. It stops the moment the homeowner answers. You decide what each message says.
- Messages you wrote, each with a purpose
- A separate track for claims: adjuster date, supplement, approval
- A reminder to collect the final check after the build
כאשר
Estimate marked as sent
- 1
Day 2: a text with a reason to reply
- 2
Day 5: the estimate again, by email
- 3
Day 9: a reminder for the rep to call
- 4
They answer: stop, and tell the rep
Every text, form and call in one place, for you and your reps
Web forms, texts, emails and the forms from your own ads land in one inbox, on the homeowner's record with the address, photos and notes. Give a job to a rep and you still see every word. You keep answering your own phone, and a call you could not take gets a text back in your name.
- One thread per homeowner, not six group texts
- Photos and notes on the record
- Every rep gets a login. The price does not change.
Chris from Summit Roofing. I sent the estimate Tuesday. One thing I forgot to mention: the price includes replacing the two soft sheets of decking we saw. Any questions?
Your saved textGood to know. The other quote did not include decking. Can you start before the end of the month?
Yes. I can hold the week of the 24th. I will send the contract now and you can sign it on your phone.
The inspection booked by the homeowner, the contract signed online
Send a link and they pick the inspection slot. They get a confirmation and a reminder, and the rep has the address and what they saw. When they say yes, the contract or contingency agreement goes out for signature online, with reminders until it is signed.
- Inspection slots you set, booked from a link
- Confirmation and reminder texts
- Contracts signed online, before the next guy knocks
Roof inspection, Brooks
Thu, 10:00 am
- Confirmation sent
- Reminder: Wed 6:00 pm
- Rep: Chris. Photos for the claim.
ALSO INCLUDED
Where every job stands
Inspection, estimate out, claim open, signed, build, final check. One board, so you are not scrolling your texts to find out.
Your own ads
If you run your own Facebook ads, the form fills land here with the ad they came from.
A plain count
Inspections, estimates out, jobs signed, and where each one came from: referral, yard sign, door, ad.
WHAT THIS IS NOT
Not more leads. Not an AI on your phone.
Not more leads
We do not sell leads or appointments. This works the ones you already knocked for, got referred or paid for.
Not an AI on your phone
You answer your phone. The automatic part is a text you wrote, sent in your name. The AI agent in the product stays off unless you turn it on.
No per-rep fee, no contract
$97 a month for the company, however many reps and office staff. Month to month. Texts and calls are billed as you use them.
Not your measuring or estimating tool
Keep what you measure and price with. This is the homeowner side: follow-up, claims, signatures.
ONE JOB, START TO FINISH
From the inspection to the final check.
Inspection booked
The homeowner picks Thursday at 10 from your link and gets a reminder. Your rep has the address.
Estimate out, followed up
Day two, a text with a reason to reply. Day five, the estimate again. Day nine, the rep gets a reminder to call.
The claim keeps moving
Adjuster date, supplement sent, approval. Each one is a stage with a reminder, and the homeowner gets an update from you.
Signed, built, paid
Contract signed online. After the build, a reminder to collect the final check and ask for the referral.
שאלות
Fair questions
Do I have to switch off AccuLynx, JobNimbus or Roofr?
No. Keep it for measurements, estimates and production. Use this for the follow-up and the homeowner messages. A small shop with no CRM can run the whole homeowner side here.
Does it handle insurance jobs?
Yes, as stages with reminders: inspection, adjuster, supplement, approval, build, final check. Each stage can raise a task for the rep and send the homeowner an update, so the job has an owner while the claim is open.
Does every rep need a paid seat?
No. It is $97 a month for the company, however many reps come and go. Texts and calls are billed as you use them.
Will an AI answer my phone?
No. You answer your phone. A call you could not take gets a text you wrote, in your name. The AI agent in the product is for WhatsApp and stays off unless you turn it on.
Is there a contract?
No. Month to month. The first 30 days are free: card needed, $0 today, and you pay nothing if you cancel before day 30.
מהבלוג
Worth a read on a rain day
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How to Follow Up on a Quote: Timing and Templates That Get a Reply
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Read moreתעשיות נוספות
ראו איך זה עובד עבור
That stack of old bids is money.
30 days free. Card needed, $0 today, then $97 a month unless you cancel. No contract, no per-rep fee. Onboarding call with a founder after you start.