CAB Solution Profile
Roofing Companies
Roofing runs on inspections, photos, estimates and fast follow-up. CAB can build a lead-to-collection system that keeps every opportunity moving.
01 · The friction
What's slowing the business down
Roofing companies lose jobs in the gaps between inspection, estimate and follow-up. After storms, volume spikes and the manual process breaks.
- · Leads come from door knocking, referrals, ads and calls with no single list.
- · Inspection photos are scattered across phones.
- · Estimates are typed up hours or days after inspection.
- · Material orders are placed by phone without a record.
- · Crew schedules shift with weather and nobody's informed.
- · Final payments and insurance supplements are chased manually.
02 · What CAB builds
One connected system
Lead pipeline
Every lead source in one list with next steps.
Inspection app
Photos, measurements and notes captured on the roof.
Photo reports
Organized reports homeowners and adjusters can understand.
Estimate builder
Estimates drafted from inspection data and your pricing.
Crew & materials
Install dates, crews and material deliveries coordinated.
Collections
Deposits, supplements and final payments tracked to close.
03 · Before → After
How the work changes
Before CAB
- Estimates go out days after inspection.
- Unsigned estimates are forgotten in busy season.
- Weather delays mean calling every customer.
With CAB
- Lead captured (Software)
- Inspection scheduled (Software)
- Photos & measurements captured (Software)
- Damage notes organized (AI)
- Estimate drafted (Software)
- Owner approves estimate (Human approval)
- Homeowner signs (Software)
- Follow-up if unsigned (Automation)
- Crew & materials scheduled (Human approval)
- Final payment tracked (Automation)
You stay in control: You approve every estimate. · You decide the cadence and message. · Crew leads decide when to reschedule.
04 · The plan
Start small, then expand
- First move: Lead pipeline
- Lead sources and pipeline stages
- Inspection data captured
- Estimate and pricing rules
- Crew and material workflow
- Payment and insurance tracking
Starting project range: $5,000–$20,000+
Possible improvements, not guaranteed results. Final scope and price are set in your Blueprint.