Pricing
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Your roofing form measures the roof where a usable LiDAR scan covers it.
Leads.
Every missed call and form, from waiting to a job.
Read it instead
- Every missed call and form lands here.
- Who is waiting, and who needs a call.
- A missed call, and who it came from.
- What they said, in their own words.
- Here, Book it starts a job from the call.
- Once the job is made, the call reads Contacted.
- Click Open job.
- The new job, opened: this is its record.
- Price, visit and crew came from Start a job.
The last frame: Book your next lead the same way. Next: Proposals | Jobs. flpermitpay.com.
Address to job
The address firstOn the roofing form the homeowner types their property address before anything else. The roof gets checkedWhere a usable public LiDAR scan covers the roof, it is outlined on screen and its area and squares measured. Where none does, it is outlined from the building footprint. A preliminary rangeFor an architectural shingle replacement the form shows a preliminary range from your own price book, when the measured roof passes every review check and the answers describe a plain replacement. Anything else reaches you with the measurements and no range. Then their detailsThey send their name, phone and email. The lead lands with the roof attached and appears on the pipeline board in the Lead stage.
The lead is where the job starts.
The form does the measuring
The roofing form runs the roof check itself from public aerial data. Nobody on your team touches it, and the homeowner sees the roof before they decide to send their details.
One page says what it still needs
The estimate form page lists what the roof check needs before it will answer: the form switched on, roof checks on your plan, and the shingle lines priced in your price book. Each line links to the screen that fixes it.
A link or an embed
Copy the public link for a button, a text or an email, or paste the embed code so the form runs inside one of your own website pages.
A form per kind of work
Build as many intake forms as you sell trades. Each one has its own link, its own embed code, and its own questions, so a pool form never asks about shingles. The trade it is for carries onto the job the lead opens.
Keep the form you already have
Each company gets a private lead address, a web link only your systems know. Point Zapier, Make, a WordPress form, a Google Ads lead form, Angi or Thumbtack at it, and their requests land in Leads beside the ones from your own form.
Your team hears about it
A new request sends one plain email to each person who can see Leads, with who asked and how to reach them, and puts a New request card in the bell. Anyone can switch the email off for themselves, and it stays quiet when your own new-lead email automation already sends one.
A reply to the homeowner, if you want one
Switch it on for a form and a homeowner who sends that form gets an email in your company's name saying the request arrived, with your own short note. It is off until you turn it on, carries no links, never goes twice for one request, and daily limits hold it back so one address is not emailed over and over.
Credit the source
Mark a job company-lead or self-generated in Commissions, and the rep's rate follows that choice.
Stop losing leads between the phone and the pipeline.
Capture the lead once and let the rest of the job build on it.