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Process

From your territory to your calendar, step by step.

Four stages, one direction. Here is how a homeowner conversation becomes an inspection on your schedule.

The flow

Four steps downstream.

  1. 01

    Step 01

    Chart the Territory

    You tell us the ZIP codes, cities, or storm zones where your crews work.

  2. 02

    Step 02

    Prepare the Channel

    We build outreach lists around roof age and local market conditions.

  3. 03

    Step 03

    Make the Calls

    Our team speaks with homeowners by phone and screens each one before booking.

  4. 04

    Step 04

    Hand Off the Appointment

    Your team receives the booking with a full homeowner profile, backed by replacement coverage.

Quality control

Three checks before any appointment reaches you.

Every homeowner passes all three on the call. If one fails, the appointment is not booked.

01

Roof check

The roof is 5 or more years old, or shows signs of weathering or storm exposure.

Confirmed before handoff

02

Opportunity check

The homeowner has active insurance, and no other contractor is assigned or already working on the property.

Confirmed before handoff

03

Timing check

The homeowner has confirmed the exact date and time and agreed to be home for the inspection.

Confirmed before handoff

Set the current in motion.

Tell us the territory. We will take it from charting to calendar.