Roofing virtual assistance

Roofing virtual assistant services that keep every lead moving

Storm season fills the phone, the inbox and the estimate queue all at once. Our roofing virtual assistants run the office side of the business so your sales reps and crews stay on roofs, not on hold.

From the first call to the final invoice, we book inspections, chase open proposals, keep insurance paperwork organised and make sure homeowners always know what happens next.

JobNimbusAccuLynxRoofrCompanyCam
The problem

Why roofing contractors need virtual assistance

Roofing work arrives in waves. After a storm, dozens of homeowners want an inspection this week, and the company that answers first usually gets the job. Roofing businesses also juggle challenges most trades don't:

Lead surges after storms: calls, web forms and messages all arriving at once, each expecting a quick inspection.

Estimates that go quiet: proposals sent, but nobody has time to follow up before a competitor does.

Insurance paperwork: claim numbers, adjuster meetings, photos and supplements that all need tracking.

Crews and materials: weather delays, deliveries and dumpster drops that reshuffle the whole schedule.

Why it pays off

More roofs signed, less time on the phone

Every hour your sales team spends on admin is an hour they aren't inspecting or closing. A roofing VA keeps the office running so the pipeline keeps moving.

Every lead
logged and followed up

Calls, forms and messages captured in your CRM with a clear next step and owner.

Fast
inspection booking

New enquiries get an inspection slot while homeowners are still comparing roofers.

Weekly
pipeline reports

Open estimates, claims and jobs summarised, so you always know what needs attention.

What's included

Our roofing virtual services

01

Lead intake & inspection scheduling

Speed wins roofing jobs. Our VAs answer and log new enquiries, qualify the job and book inspections straight into your calendar while the homeowner is still interested.

  • Answering calls, web forms and chat enquiries
  • Qualifying leads: roof type, damage, insurance or retail job
  • Booking inspections with confirmations and reminders
  • Logging every lead and note in your CRM
  • Following up with homeowners who haven't booked yet
Roofer fastening new shingles with a nail gun
02

Estimates, proposals & insurance follow-up

Jobs are won in the follow-up. We keep proposals moving and insurance claims organised, so nothing stalls between the inspection and a signed contract.

  • Building proposal documents from your measurements and price book
  • Following up on open proposals on an agreed schedule
  • Tracking claim numbers, adjuster appointments and approvals
  • Organising job photos and documents for supplements
  • Sending contracts for e-signature and filing them
Estimate and insurance paperwork organised on a desk
03

Crew, material & job scheduling

Weather changes everything. We keep crews, suppliers and homeowners on the same page whenever the schedule moves.

  • Scheduling crews and sending job details the day before
  • Coordinating material deliveries and dumpster drop-offs
  • Rescheduling around weather and updating homeowners
  • Keeping job status current in JobNimbus, AccuLynx or your CRM
  • Collecting completion photos and notes from the crew
Roofing crew member working on a steep residential roof
04

Invoicing, reviews & back office

A finished roof should turn into a paid invoice, a review and a referral. We handle the admin that keeps your cash flow and reputation healthy.

  • Sending invoices and following up on final payments
  • Requesting Google reviews after every completed job
  • Posting finished projects to your social media
  • Warranty registrations and maintenance reminders
  • Weekly reports on leads, jobs and revenue
Back-office invoicing and reporting for a roofing company
Roofers installing underlayment and shingles on a house
Why Studio 107

Why roofing contractors choose Studio 107

Roofing moves in bursts. We give you trained support that scales up for storm season and back down in winter, working inside the tools you already use and following the scripts and rules you approve.

With our support, you can expect:

  • Faster lead response → inspections booked while homeowners are still shopping around
  • No stalled proposals → consistent follow-up until every estimate gets an answer
  • Organised claims → insurance details, photos and approvals kept in one place
  • Cleaner schedules → crews, materials and homeowners updated when the weather changes
  • More reviews → a request goes out after every finished roof
How our process works

We keep it simple and hassle-free

01

Discovery call

We learn how leads, inspections, estimates and jobs move through your business today.

02

Onboarding & setup

We get access to your CRM, phone system and calendars, and document your scripts and follow-up rules.

03

Task delegation

You hand over intake, follow-up and scheduling, and we run them on a daily rhythm.

04

Ongoing support & reporting

Weekly updates on new leads, booked inspections, open proposals and completed jobs.

FAQ

Roofing questions

Can you work inside our roofing software?

Yes. We work inside the tools you already use, including roofing and field service platforms like JobNimbus, AccuLynx, Roofr and CompanyCam. We learn your setup during onboarding and document every process as we go.

Can you add hours during storm season?

Yes. Coverage flexes with your workload. We can add hours to answer calls, log damage details and book inspections when a storm hits, then scale back when things calm down.

Will your assistants give roofing or insurance advice?

No. We handle scheduling, communication and paperwork. Technical questions, pricing decisions and anything about a homeowner's coverage are routed to you or your team.

Can you help us get more reviews?

Yes. We send a review request after every completed job, follow up once, and flag any unhappy customer to you so it can be resolved first.

Ready for a calmer storm season?

Get started today

Let us run intake, follow-up and scheduling so your team can focus on inspections, sales and installs.