AI Receptionist · Roofing
Tarp the leak tonight. The replacement quote is a different conversation.
Roofing phones during a storm are two products sharing a number. Interior drip and a tarp is dispatch. ‘The adjuster is coming Thursday’ is a quote. If those share a script, either the leak waits or you pretend you settle claims.
EXCEL splits active leak / ice dam / missing shingles from full-replacement and insurance questions. It does not climb, does not tarp over the phone, and does not promise what a carrier will pay.
Hear an EXCEL receptionist. This demo is not on your roof and cannot talk to an adjuster.
Live demo
Meet Elliot.
Tell him what kind of business you run and hear how an EXCEL agent could handle a real customer conversation.
You’re testing Elliot from our Roofers example. Elliot is a demonstration receptionist — not a pre-built Roofers dispatcher. Your live system would be configured around your own workflows.
Try ElliotYour microphone is only used during the live demo.
Storm week turns every caller into a replacement
Interior drips sit in voicemail while the board fills with ‘I want a cash price.’ Adjuster questions become legal lectures. Pitch and stories get asked on a leak that needed a tarp an hour ago.
Is water in the house, or is this a future tear-off?
Active leak: where it drips, attic vs living space, tarp if you offer it, occupancy. Storm damage without interior water: photos, address, inspect slot — not an emergency page unless you say so. Insurance: you inspect; you do not settle. Gutters are a different add-on, not the leak tree.
Roofing calls that should not share a greeting
“Water is coming through the ceiling.”
Where, still dripping, tarp policy. Not a full-replacement pitch.
“Hail last night. I want it replaced.”
Address, interior yes/no, inspect. Not a claim strategy.
“The adjuster is Tuesday. Can you be there?”
That is a calendar and a person. The agent should not coach the meeting.
Leak fields vs quote fields
Interior water
Yes/no, which room, still moving.
Tarp
You offer it or you do not. Do not invent a crew.
Storm vs retail
Hail list vs a quiet replacement inquiry.
Pitch / stories
Only if needed for access. Not a diagnosis of the deck.
Hypothetical: ceiling drip after hail, 9pm
Hypothetical. Not a live storm board and not insurance advice.
Hail this afternoon. Now the guest-room ceiling is dripping. Can you tarp tonight?
I can take this as an interior leak, not a full replacement. Is it still dripping, and do you have attic access you are willing to leave for a crew if you offer tarps?
Still dripping. I can leave the garage open. Will insurance pay?
I will not speak for a carrier. I will record interior drip, hail, tarp requested if that is on your menu, and follow your after-hours tree. A replacement quote is a different visit in daylight.
Climbing, ice dams, and claim results stay with people. Follow-up after the inspect is a different EXCEL service.
Roofing hard stops
- Promise an insurance result or that you ‘handle the adjuster’ as a representative
- Diagnose decking, pitch, or ice dam from a photo on this call
- Sell a tear-off while water is still in the room unless that is truly your emergency product
- Invent a tarp crew you do not run
- Quote a square price on the first ring
When the ceiling is dripping
Interior water uses the tarp / on-call card if you have one. Hail quotes without interior drip wait for an inspect list. Ice dams are weather and access — not a 2am lecture.
Roofing receptionist configuration
- Tarp yes/no and who is on that roster
- Storm-list vs retail-quote questions
- What you will say about insurance — inspect, not settle
- Gutter add-on as a separate product
- How leak calls convert to an inspect without losing the emergency
Roofers still own the slope
Interior flooding, a tarp you cannot staff, angry claim questions, anything that needs a person on the roof.
Plan details live on the pricing page. Current plans are listed there.
Parent pages
This page is the intersection. The service and industry pages still stand on their own.
Related EXCEL services
Related guides
Questions for this workflow
Will it tell them insurance will pay?
No. You inspect. Carriers decide. The agent should not settle a claim.
Do you tarp after hours?
Only if that is your product and roster. The agent should not invent a tarp crew.
Is this the same as the roofing follow-up page?
No. This is the first leak or quote. Follow-up is the inspect that went quiet.
Can it diagnose an ice dam from a photo?
No. It can take the photo if you want one. A roofer still looks.
What about missing shingles with no interior drip?
Usually an inspect, not an emergency page, unless you wrote otherwise.
Can it talk to the insurance company?
It can collect claim numbers you ask for. Adjuster conversations stay with your team.
Will it transfer a caller to a person?
Yes. Routing and escalation rules are defined with you. Anything outside approved scope can go to a person, a voicemail workflow, or a callback request.
Does it use a generic script?
No. EXCEL systems are built around the company’s services, hours, service area, and approved answers — not a one-size-fits-all call-center script.
Bring the leak that waited because the board was taking hail quotes. That split is this page — not the follow-up cadence after the inspect.
Bring the real call types. We will tell you what belongs in an agent and what should stay with people.