Roofing AI Strategist Roofing AI

For roofing company owners and operators

Know what every signed roof costs you, by lead source.

Then put AI where you're losing jobs: calls nobody answers, leads nobody follows up on, reviews nobody asks for. I help roofing companies see which marketing and AI spending makes money, and set up the workflows that do, inside the CRM you already run.

Request a demo See the five use cases

Your numbers, your CRM, one fix at a time. Your team approves anything that goes to a homeowner or a carrier.

Jason Pelt, Roofing AI Strategist
Jason PeltDallas–Fort Worth, TX

Where roofers are using AI

Five places AI pays off in a roofing company

These are the five uses that come up most when roofers talk about AI on Reddit and X, in order. Each one is tied to a number you can check before and after.

Answer every call

The crew is on a roof, the phone is in the truck, and the homeowner calls the next name on Google.

What we set up
A text back within a minute on every missed call. After-hours and storm-overflow answering that gets the address and the problem. A quick handoff to a person for anything urgent or complicated. Each call lands in your CRM with its source.
Number to watch
Missed calls per week, and how many turned into booked inspections.

Some roofers say AI phone lines annoyed callers or did no better than voicemail. We measure against your own baseline before you commit to anything.

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Follow up fast, and keep going

A web lead gets one call. Nobody picks up, and it sits. Estimates from last spring never got a second message.

What we set up
A first reply within minutes, a short call-and-text sequence for the first two weeks, and a monthly check-in on open estimates that names the actual job. AI drafts the messages, and your team approves the templates.
Number to watch
Time to first reply, touches before a lead is closed out, and inspections booked from old estimates.

Check-ins name the job and the date, so they read like a note from your office.

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Get found on Google, Maps, and AI search

Homeowners ask Google, and more of them now ask ChatGPT, for a roofer in their town. Stale reviews and a thin profile keep you out of the answer.

What we set up
Review requests sent on install day, drafted replies for every review, a Google Business Profile and website with the plain facts (service area, materials, warranties), and a "how did you hear about us" question logged on every call.
Number to watch
New reviews per month, calls from your Google profile, and leads who say an AI tool sent them.

Showing up in AI answers won't help if the phone still goes unanswered, so we usually fix calls first.

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Know what each signed job costs, by source

Your agency reports cost per lead. What you need is cost per signed contract, and the gross profit behind it.

What we set up
A source tag on every lead at first touch, call tracking and forms tied to your CRM, and a monthly report of spend, leads, inspections, signed contracts and gross profit for Google Ads, LSA, Meta, lead services, door knocking and referrals.
Number to watch
Cost per signed contract and gross profit per marketing dollar, for each source.

Ad platforms, lead services, door knocking and referrals all get compared on the same line.

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Faster estimates and cleaner claim files

Measurements, photos, notes and the carrier's scope live in five places. Proposals go out late, and supplements go out thin.

What we set up
One job file the estimate is built from, AI-drafted proposal summaries, and a checklist that flags missing photos, measurements and code items before a supplement goes to the carrier.
Number to watch
Days from inspection to proposal, and supplements sent with complete documentation.

Supplements ask only for documented missing scope, with photos and measurements behind each line.

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How we picked these: we reviewed about 18 months of roofing posts on Reddit (r/Roofing, r/RoofingSales and others) and X, then ranked topics by how often they came up and how much discussion they drew. Storm canvassing and AI cold calling came up too, but less often, and roofers were more skeptical of them.

How I work

One fix at a time, measured

  • Start with one bottleneckUsually it's calls or follow-up. We pick the one that costs you the most jobs.
  • Clean the data firstJob stages, phone numbers and lead sources in the CRM need to be right before anything gets automated.
  • Drafts before autopilotAI writes the text, summary or checklist. A person on your team approves it until the results earn more trust.
  • Measure before and afterWe pick one number up front. If it doesn't move, we change the setup.
  • Use the tools you haveJobNimbus, AccuLynx, Roofr, HighLevel or a spreadsheet. We work with what you run before suggesting anything new.

How a demo works

What happens after you ask

  1. Send the form

    Tell me your market, your CRM, and which of the five you want to look at.

  2. We set a time

    I'll reach out by email or phone to schedule a call.

  3. We look at your numbers

    We walk through how leads reach you today, where they get stuck, and which fix to start with. Scope and cost come up on the call.

Jason Pelt

About

Jason Pelt

I've spent nearly two decades in multi-unit consumer businesses and performance marketing, and I've owned and operated roofing companies. These days I advise roofers on AI and on which marketing actually makes them money.

I'm based in Dallas–Fort Worth. I post short, practical notes for roofing owners on X at @RoofingAI.

Request a demo

Show me where your jobs leak

Fill this out and I'll get back to you to set up a time.

  • Bring rough numbers if you have them: monthly spend, leads, signed jobs.
  • Any CRM is fine, including a spreadsheet.
  • Everything except CRM and the message is required. Nothing is sold or shared.
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