Online Optimisers · AI Chat
OO · Confidential
Online Optimisers · AI Chat

A Texas roofer on your website.
24 hours a day.

Qualifies storm damage enquiries. Books inspections straight into your crew calendar. Captures insurance details upfront. Takes deposits for commercial jobs. Fires hot leads to you on WhatsApp. Never misses a hail event at 11pm Saturday.

3-4x more booked inspections
Qualifies insurance vs retail leads automatically
Zero missed enquiries at 11pm or during the storm surge
Back to overview ← See it in action ↓
What It Handles

Six jobs. All running at once.

Not a glorified FAQ widget. A working system that qualifies, books, captures insurance details, and hands off. Built for the way Texas roofers actually win jobs.

Capability 01
Qualifies roofing enquiries

Asks the right questions: damage type (hail, wind, leak, age), roof size, insurance status, timeline, zip code. Scores the lead.

What happens next
Hot leads routed to Nick in real time. Lower-intent leads get nurtured in the CRM with a follow-up sequence.
Capability 02
Books free inspections

Opens your crew calendar, shows available slots, books the inspection. Sends confirmation to both parties.

What happens next
Calendar event created. Customer gets SMS confirmation. Reminder fires the day before and the morning of.
Capability 03
Answers FAQs instantly

"Do you work with USAA?" "Are you insured?" "What's your service area?" "Do you handle commercial flat roofs?" "How does the insurance supplement process work?" answered from your business knowledge.

What happens next
Answered in three seconds. No human needed for the 80% of questions you answer the same way every day.
Capability 04
Captures insurance details upfront

Insurance carrier, claim number if any, deductible situation, adjuster status. Saves Nick 15 minutes per lead.

What happens next
Every lead arrives pre-qualified. Nick walks into the inspection already briefed on carrier, claim status, and next step.
Capability 05
Takes deposits for commercial contracts

Annual maintenance contracts secured via Stripe in-chat. Binds the client to the relationship.

What happens next
Card, Apple Pay, or Google Pay inside the chat. Funds land in your Stripe account. Contract locked.
Capability 06
Hands hot leads to Nick

Any lead scoring over 80 (major storm damage, commercial, insurance-funded full reroof) fires a WhatsApp to Nick in real time with the full conversation summary.

What happens next
Nick sees name, address, damage type, carrier, and roof age at a glance. Tap to call. Tap to reply in chat.
Live Example

A real conversation. 9:47pm after a hail storm.

One enquiry. Qualified, carrier captured, inspection booked, Nick briefed. All before you even hear the phone ring.

Red Roan Construction Assistant
Online
Customer · 9:47pm Tuesday
Hi, we just had hail in Helotes this evening and the roof looks torn up. Can someone come look?
AI · 9:47pm
Sorry to hear that. Yes, we do free inspections in Helotes. Is the roof currently leaking or is it just visual damage from your assessment so far?
Customer
I don't think it's leaking yet but there's a bunch of granules in the gutter and I can see dings in the skylight.
AI
That's consistent with hail. Two quick questions: roughly when was the roof last replaced, and who is your insurance carrier?
Customer
Roof is about 8 years old, insurance is State Farm.
AI
Perfect. Red Roan works with State Farm regularly, so we can handle the whole claim and supplement process with you. Do you want to book a free inspection this week? We have tomorrow 10am or Thursday 8am open in the Helotes area.
Customer
Tomorrow 10am works.
AI
Booked. You'll get a text confirmation now. If you want, I can also give you our quick insurance checklist so you're ready when the adjuster comes out. Should I send that?
Customer
Yes please.
Insurance checklist sent
AI · 9:50pm
Sent. See you tomorrow 10am. I'm firing a WhatsApp to our crew lead with the details so they're prepared for a State Farm hail claim.
WhatsApp to Nick
New inspection tomorrow 10am Helotes. Hail damage, 8yr roof, State Farm carrier. Insurance checklist sent. High-intent lead.
While you slept
What got done in 3 minutes
  • 1.Enquiry qualified: damage type, roof age, leak status, zip.
  • 2.Insurance carrier captured upfront (State Farm).
  • 3.Free inspection booked straight into the crew calendar.
  • 4.Customer confirmation SMS sent automatically.
  • 5.Insurance checklist delivered to prep for adjuster visit.
  • 6.WhatsApp briefing fired to Nick. Transcript logged to GHL.
The old way

Contact form submission at 9:47pm after the hail. Nick sees it Wednesday morning. Calls at 8am. Voicemail. Homeowner already had three other roofers on the driveway by 7am. Repeat across every storm event.

What It Connects To

Plugged into your existing stack.

No rip-and-replace. The chat sits on your website and wires into the tools you already use.

GHL / AccuLynx / JobNimbus
Every chat logged automatically.
Google Calendar
Live crew availability, auto-booking.
Stripe
Commercial contract deposits and final payments.
WhatsApp
Hot lead alerts to Nick's phone.
Your website
Embedded widget, no coding.
Why This Beats A Contact Form

The contact form is a graveyard.

Most Texas roofers still run a 2008 enquiry flow: form submission, email ping, manual reply 4 to 24 hours later. By then three other trucks are already in the driveway. Here is what changes.

Contact form AI Chat
Response time4 to 24 hours3 seconds
Qualifies by damage typeNoYes
Captures insurance carrier upfrontNoYes
Books inspectionsNoYes
Takes commercial depositsNoYes
Works at 11pm after a hail stormNoYes
Effort from NickHighZero
What It Costs

Simple. No surprises.

Wrapped into the integration build. No per-chat fees, no usage overages, no extra invoices.

Setup fee
Included in Tier 4 Custom Integration
Monthly
Folded into retainer
Usage
No per-chat charges. No overages.

One build. One retainer. One system that earns its keep on the first storm-night enquiry it saves.

Ready to see it

Put the chat on your site. Watch it book an inspection while you sleep.

We wire it to your crew calendar, your CRM, your Stripe, and Nick's WhatsApp. You go to bed. It starts earning.

See it in action Back to overview ←
Online Optimisers

Online Optimisers · AI Chat for Red Roan Construction