Automated follow-up for roofing companies
The Follow-Up You Know You Should Be Doing. Set Up for You.
Keep homeowners informed and follow up on open opportunities without relying on someone to remember every message. Back2Current builds automated follow-up around how your roofing company works—and handles the setup and testing.
$500 implementation • $199/month • Tailored to your agreed process
Automated follow-up for every stage of a roofing job
Inspection confirmations and reminders
Follow-up after an estimate is sent
Work-date confirmations and preparation messages
Completion messages and customer check-ins
Your included workflows are agreed before implementation. These examples illustrate possible uses; they do not mean every workflow or custom integration is included in the base package.
How a roofing estimate follow-up sequence can work
- Estimate sent
- Follow-up scheduled
- Customer replies
- Sequence pauses
- Team notified
We define when messages begin, when they stop, and how your team takes over. Replies, signed or declined estimates, and opt-outs can stop or pause the relevant sequence when the required events are available through the configured connection.
How it works
- 1
Review your process.
We discuss how you handle inspections, estimates, scheduling, and customer communication.
- 2
Confirm compatibility and scope.
We review your software connection, agree on the workflows, and explain the cost before implementation.
- 3
Configure and test.
We build the agreed follow-up, obtain your approval, and test messages, timing, notifications, and stop conditions.
- 4
Launch and maintain.
Once approved and ready, we launch the workflows and provide monitoring, support, and agreed minor adjustments.
Already Using Roofing Software?
Automation that works alongside your roofing CRM
We explore ways to connect your existing tools so customer follow-up can fit into the way your company already works.
Integration Options
Available connections vary by platform, account, and workflow. We review the job information, dates, and events needed before confirming what can be automated. Contact syncing alone may not support every follow-up step.
Check My Software CompatibilityWhat your team still does
- Keep job information and statuses current.
- Respond when a customer needs a person.
- Tell us when your process changes.
Automation depends on accurate information and appropriate messaging permissions.
We Build It. You Keep Running Your Business.
$500 one-time implementation
$199 /month ongoing service
Base package
- Review and configuration of the agreed follow-up process.
- Agreed messages, timing, triggers, and stop conditions.
- One supported connection or agreed basic pipeline setup.
- Testing and company approval before launch.
- Ongoing monitoring, support, and minor adjustments.
Exact workflows and connection scope are confirmed before payment. Additional workflows, complex integrations, or major changes are quoted separately. Messaging usage and third-party integration charges are separate and disclosed before purchase.
Nothing is charged today. After we confirm compatibility and scope, we send your $500 implementation payment link. Monthly service billing of $199 begins when the agreed system goes live. Cancellation and usage terms are shared in writing before you pay.
Start My Setup
Tell us about your company. We'll confirm your software compatibility and scope first — if we haven't reviewed your setup yet, we start with a free review.
How to follow up on roofing estimates and leads
Follow up soon after the estimate
Homeowners often collect several roofing quotes. A short, friendly check-in after the estimate is sent keeps your company in the conversation and gives them an easy way to ask questions.
Space out reminders instead of giving up
Many estimates go quiet simply because people get busy. A planned series of messages over the following days and weeks keeps the opportunity open without your team having to remember each one.
Stop when a person needs to step in
Good roofing lead follow-up pauses when the homeowner replies, signs, declines or opts out, and alerts the right person on your team.
Keep customers informed before and after the job
Inspection reminders, work-date confirmations, preparation notes and completion check-ins reduce surprises and missed appointments.
Frequently asked questions
Do I have to switch software?
We aim to work with your existing tools where a suitable connection is available. We review your setup first.
Who approves the messages?
Your company approves the message content and timing before launch.
Can we stop the follow-up?
Pause and stop controls are part of the agreed implementation and testing.
What happens when a customer replies?
The configured sequence can pause and notify the assigned person so your team can respond.
Is texting permission required?
Appropriate permission is needed for the selected messages and channels. An existing customer record alone does not establish permission.
Does this guarantee more sales?
No. It supports consistent follow-up; customer decisions and your team's sales performance affect results.
When does monthly billing begin?
When the agreed system goes live. The implementation fee is paid after compatibility and scope are confirmed.
What does the free review include?
An introductory discussion of your process and potential fit. It is not a complete database audit or free implementation.
Request your free Roofing Follow-Up Review
An introductory conversation about your process and potential fit. No payment required.