Roofing
Active leaks first. Estimates in order.
The roofing template separates repairs, replacements and inspections, asks whether there is an active leak, and works out a replacement estimate from the answers.
The template
Repair, replacement or inspection, each with its own questions.
Start from Roofing Estimate in Form Studio and edit any question. It also asks for a name, a phone number, the address and what the person needs.
Roofing Estimate
- Service Needed
- Type of RepairWhen Service Needed is “Roof Repair”
- There is an active leakWhen Service Needed is “Roof Repair”
- Roof Area (sq ft)When Service Needed is “Full Replacement”
- Roof PitchWhen Service Needed is “Full Replacement”
- Material PreferenceWhen Service Needed is “Full Replacement”
- Replacement EstimateWorked out from the answers
- Roof Age (years)
- Planning to file insurance claimWhen Service Needed is “Roof Repair” or “Full Replacement”
Example setup
One form for each kind of request.
- Leak and storm line
- Coverage escalationReaches the crew lead on call.
- Estimates
- Fixed contactsTells your estimators.
- Inspections
- Log onlyWaits on the dashboard to be scheduled.
Each form chooses its own response. Change any of them at any time.
Roofing
Questions, answered.
Does the template calculate an estimate?
Yes. Its Replacement Estimate is worked out from the roof area the person gives. Check the template's sample prices against your own before you go live.
Does it ask about insurance?
Yes. For repairs and replacements it asks whether the person plans to file an insurance claim.
Is there a template for gutters?
Yes. A gutter installation quote template asks about stories, linear feet, downspouts and material, and totals an estimate.
Guides
Handling after-hours calls
Sort what can wait from what cannot, collect the details a responder needs, and give urgent requests a clear owner, on every channel.
One form for every channel
Write your questions once. One intake form can run an AI voice agent, a text message agent, a web form and a website widget, set up in under five minutes.