Storm leads, inspection bookings, insurance paperwork, quote follow-ups, review requests, post-install check-ins. Automated end to end. Wired to your CRM. Live in 48 hours.
Each automation is pre-built, pre-tested, and pre-wired to your CRM. Turn them on individually or run the full stack.
Within 30 seconds of a storm damage form submission, the AI Receptionist qualifies the lead (roof age, damage type, insurance status, zip code) and books an inspection slot.
30 secondsThree personalised follow-ups after a roof estimate at 2, 5, and 10 days, referencing roof details and insurance carrier if known. Stops when they book.
10-day windowTexts every completed roof at T+48 hours. Routes to Google, HomeAdvisor, or BBB based on customer type. Flags anything under 4 stars privately.
48 hours post-installFree inspection confirmation at T-24 hours and T-2 hours with Google Maps link and crew name. Drops no-show rate by 60%.
AutomaticMissed inspection? AI sends a warm re-book message within 15 minutes with 2 open crew slots this week.
15 minutes21 days after a completed roof, asks for a referral. Offers a small thank-you that feels Texas-style (Yeti cooler, Buc-ee's gift card, whatever fits).
T+21 days14 days after install, asks "any issues with the roof after the last rain?". Catches warranty issues before they become bad reviews.
T+14 daysNOAA detects a hail event in a Red Roan zip. Within 6 hours: storm-specific landing page live, GBP post pushed, outbound text to last 90 days of prospects in that zip offering free storm inspection.
6 hours post-stormEvery insurance job has automated tracking of: initial claim, adjuster inspection, approval, supplement submission, supplement approval, deposit, final payment. Alerts you only when something needs your attention.
ContinuousEverything routes through one central hub. Triggers in, decisions made, actions out. You see the results in your CRM. You do not touch the plumbing.
Storm damage forms, GBP messages, inbound calls, and NOAA hail event triggers are captured instantly and pushed to the hub.
GHL, AccuLynx, JobNimbus, RoofSnap, or your existing setup. Every contact, claim, pipeline stage and conversation lives here.
Decides which automation fires, when, and to whom. Personalises the message. Escalates to a human when it should.
Customer-facing messages go out. Crew gets the job on WhatsApp. Adjusters get the paperwork. Nothing falls through a crack.
A storm damage form or quote form on your site so we have an entry point.
GHL, AccuLynx, JobNimbus, RoofSnap, or your custom system.
45 minutes to confirm your triggers, tone of messaging, approval loop.
Within 6 hours, the Storm Event Auto-Response fires without anyone touching a keyboard.
Coffee in hand. Phone in the other. He opens GHL.
One setup call, the access we need, and your automation layer goes live. Every touchpoint handled. Nick goes back to running roofs.
Online Optimisers · Automation Layer · Confidential
Prepared for Red Roan Construction · 2026