Resource
How to Manage Roofing Leads From First Visit to Completed Job
One record from the first knock to the closed-out job.
First visit: capture it where it happens
A rep working a canvass section records the visit outcome at the property and, when there's interest, creates a lead on the spot — with photos and notes attached to the right property.
Inspection and estimate
The lead moves to inspection, where field photos and notes are captured against the job, then to an estimate and quote — all on the same record the office and field share.
Quote accepted becomes a job
An accepted quote becomes an organized job with its own number, scope, status, and value, so nothing is retyped and nothing is lost between sales and production.
Materials and completion
Purchasing connects to the job through the ABC Supply integration — pricing, purchase orders, ordering, and receiving — so the job runs to completion from the same set of records it started on.
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