1Overview#
For roofers and roofing contractors. Customers say what they need, how urgent it is, the roof type, area, storeys, roof age, problems they see and if it's an insurance claim, with photos of the roof, damage and any ceiling stains.
Questions25
PhotosYes
AddressOne address
Request numbersRF-…
Roof repairs & replacement: services, roof type, area (typed or drawn on the map), stories, urgency, problems and photos.
2What your customers are asked#
The form has 2 steps plus photos, then sending. Everything below can be renamed, hidden or made optional in Settings → Form fields.
About Your Roof
| Question | Type | Options & notes |
|---|---|---|
| What do you need?Required | Pick several | Repair / leakFull replacementNew roofInspectionGuttersWaterproofing Hint shown: "Pick all that apply." |
| How urgent is it?Required | Pick one | Emergency, leaking nowWithin a monthJust planning |
| What gutter work do you need?Optional | Pick several | CleaningRepair leaks or saggingReplace / new guttersGutter guards |
| Property typeOptional | Pick one | HouseTownhouse / duplexApartment / condo buildingCommercial / industrial |
| Are you the owner?Optional | Pick one | Yes, I own itLandlord / property managerTenantBuying the property |
| What is the roof made of now?Required | Pick one | Asphalt shinglesClay or concrete tilesMetal (e.g. standing seam, corrugated)SlateWood shakesFlat roof (felt, EPDM, TPO, concrete)Not sure |
| How steep is the roof?Required | Pick one | Flat or almost flatLow slopeMedium (you could walk on it)SteepNot sure Hint shown: "A guess from the ground is fine. Steep roofs need extra safety equipment." |
| How many stories (floors)?Required | Pick one | 1 story2 stories3 or more |
| Roof areaOptional | Size (typed or drawn) | M² or ft², typed or drawn on a map (satellite view available); hint shown: "Optional: draw the roof on the satellite map (search your address, then "Start with a rectangle"), or type a rough size." |
| Roof ageOptional | Pick one | Under 10 years10–25 years25+ yearsNot sure |
| What problems do you see?Optional | Pick several | Leaks / water insideMissing or broken shingles / tilesLeaks around chimney or flashingSaggingDamp / moldStorm, hail or wind damageMoss / debrisCracks Hint shown: "Optional: pick any that apply." |
| How many layers of roofing are on now?Optional | Pick one | One layerTwo or moreNot sure Hint shown: "Old layers have to be removed and taken away." |
| What would you like on the new roof?Optional | Pick one | Asphalt shinglesMetalTilesSlateFlat roof membraneNot sure, please advise |
| Anything on the roof?Optional | Pick several | ChimneySkylights / roof windowsSolar panelsVents or pipesDormersNone of these Hint shown: "These need flashing and extra care, so they affect the price." |
| Access to the propertyOptional | Pick several | Room on site for a dumpsterTrees over the roofPower lines near the roofJoined to another buildingNarrow or limited access Hint shown: "Optional: pick any that apply." |
| Is this an insurance claim?Optional | Pick one | YesNoNot sure |
| Where is the claim up to?Optional | Pick one | Not filed yetClaim filedAssessor / adjuster has visitedClaim approved |
| When did the damage happen?Optional | Date | Hint shown: "Insurers usually ask for the date of the storm." |
Photos of the Roof
Photo tiles: Whole roof, Damage close-up, Inside ceiling / leak, plus extra photos. Tip shown to customers: Tip: take a photo of the whole roof from the street or garden, plus close-ups of damage and any water marks on ceilings inside. Please don't climb onto the roof.
Your Contact Information
| Question | Type | Options & notes |
|---|---|---|
| Full NameRequired | Short answer | |
| WhatsApp / PhoneRequired | Phone | Local numbers are turned into international format automatically |
| Email AddressOptional | ||
| Property AddressRequired | Address + map | |
| Preferred Inspection DateOptional | Date picker | |
| Preferred TimeOptional | Pick one | Morning (9–12)Afternoon (12–4)Evening (4–8)Any time |
| Anything else we should know?Optional | Long answer |
Why these questions
- Urgency: "Emergency, leaking now" needs a call, not a message.
- Roof type and area set the materials and size.
- Storeys decide scaffolding or ladder access.
- Insurance claim customers often need photos and a written quote.
3Set it up#
- In your dashboard, open Business details, choose Roofing as your industry and save. Your roofing form is ready straight away, with the settings below in Settings.
- Settings → Region & photos: keep Minimum photos at 1. The photo tip asks customers not to climb onto the roof.
- Settings → Region & photos: keep Satellite view on: customers can draw their roof area.
- Settings → Page texts: put your emergency number in the help box if you offer call-outs.
Recommended theme: Professional
Roofing is a serious, high-value job. Professional's structured form builds trust; Classic also works well for repair-focused businesses.
4Page texts#
These starter texts are loaded with the niche. Make them yours in Settings → Page texts.
| Text | Starter wording |
|---|---|
| Banner title | Get a Free Roofing Quote |
| Banner text | Tell us about your roof and we'll send you a price, or book an inspection. No obligation. |
| Tagline | Repairs · Replacements · Waterproofing |
| Header badges | Free Quote | No obligation All Roof Work | Repairs to new roofs Inspections | Book a visit |
| Why choose us | Leak repairs and full replacements Roof inspections on request Gutters and waterproofing Photos help us quote faster |
Make them yours
- Mention emergency repairs only if you offer them.
- Explain in the FAQ how you help with insurance claims (photos and a written quote).
5Reading a request#
Each request opens with a quick assessment: coloured flags for what matters most in this trade.
- Urgency: Emergency, leaking now is flagged as a bigger or more valuable job.
- Problems: Leaks / water inside, Storm, hail or wind damage is flagged as needing attention (cost, access or risk).
- Services: Full replacement, New roof is flagged as a bigger or more valuable job.
- Pitch: Steep is flagged as needing attention (cost, access or risk).
- Roof area: flagged by size (anything above 80 m² stands out).
- Height: 3 or more is flagged as needing attention (cost, access or risk).
- Tear-off: Two or more is flagged as needing attention (cost, access or risk).
- Access: any other answer is flagged as needing attention (cost, access or risk).
- Insurance: Yes is flagged as a bigger or more valuable job.
- Claim: Claim approved, Assessor / adjuster has visited is flagged as a bigger or more valuable job.
- Photos: green when every photo tile is filled, amber when only some are.
- Inspection: highlighted when it is today or tomorrow, so you can plan quickly.
What to look at first
- Emergency requests first: call them.
- Problems like sagging can mean structural damage.
- 3 or more storeys needs scaffolding.
- Insurance: Yes means they'll want a detailed written quote.
Statuses for this niche
New · Contacted · Quote sent · Job booked · Completed · Lost / declined
6Pricing your quote#
Repairs are priced per job; replacements per area.
- Repairs: a call-out price plus materials, based on photos.
- Replacements: price per m²/ft² by roof type, plus scaffolding.
- Add removal and disposal of the old roof.
- Offer an inspection when the photos aren't clear.
These are ways to think about price, not market prices. Use your own costs and local rates.
7Messages to customers#
Your quote message is filled in automatically when you send a quote on WhatsApp. This is the starter template (Settings → Page texts):
Hi {name}, thank you for your request {ref} ({title}).
Our price for the work is *{amount}*, including materials, labour and clean-up.
Reply YES to book the work, or ask for an inspection first. {business}
Emergency
Hi [name], we got your request about the leak. We can come today at [time] to make it safe. The call-out is [price]. Please call us on [phone] if water is coming in now.
Inspection
Hi [name], thanks for the photos. To give you an exact price we'd like to inspect the roof. Could we come on [day]?
8Get more requests#
- After storms, post your emergency link in local groups.
- Ask insurance brokers and property managers to keep your link.
9Launch checklist#
- Emergency phone in the help box (if offered).
- Insurance help explained in the FAQ.
- Satellite view on.
- Send one test request from your phone and check it arrives by WhatsApp and email.
Need the general setup steps? See the main user guide.