Transcript
Everything said in the tour.
One system
This is Blue Collar Lead, the system a roofing company runs on. An AI answers your phones and texts, and everything after the call lives here too: the job, the photos, the estimate, the contract, and the invoice.
We will follow one homeowner, Linda, from her first phone call to a paid job, on a made-up roofing company.
The call
Linda calls about hail damage. Sophie, the AI receptionist, answers straight away. Every call lands here, with what happened on it.
Open the call to read it. Sophie takes the address, checks the calendar, and books a free inspection while Linda is still on the phone.
Then, with the booking made, she asks this company's own questions, one at a time. Is water coming inside? Is there an insurance claim? Are they the homeowner? Will everyone who decides be there?
Your own questions
Those questions are not a script we wrote. They are your job fields. On the Pipeline, press Fields, and tick AI asks this on any question you want answered.
This company added its own: is it leaking inside right now. Sophie skips anything the caller already told her, and only accepts an answer that fits the field.
Filled in from the call
When the call ends, Linda is already a job on the pipeline. Her name, number, address, and appointment are filled in, and nobody typed them.
Her answers are in the job's details: no water inside, an insurance claim, the homeowner, and both decision makers there on Thursday.
And the job's history says exactly what was recorded on the call, and when.
The right person
Why Thursday with Marcus? Because of your rules. You draw the areas you serve, and say who covers each one, and which kinds of work they do.
On the Team page, you set who goes first. People with the same priority take turns, so the work is shared fairly. Mark someone off for the day, and Sophie skips them.
Then the booking rules: how long a visit is, the gap between jobs, how many in a day, and how much notice you need. Sophie only offers times that are really open on that person's calendar.
And you decide how much she may do on her own: book straight onto the calendar, text you the time to approve first, or just take a message.
Your team hears
The moment Linda is booked, Marcus gets the calendar invite, and your office gets a text with the time, the address, and the notes. A summary email with the recording follows.
If a caller asks for a person and Sophie's transfer is not picked up, that teammate gets their own text with the caller's name and number, so nobody slips through.
Calls back and texts
When Linda calls again, Sophie knows her. She can check, move, or cancel her appointment, tell her where her job stands, or put her through to someone, in the order you choose.
Texts work the same way, from your own toll-free number. Every call and text with Linda sits in one thread. If someone in your office texts her, Sophie stays out of that conversation for four hours.
Web form leads land under Leads, and Sophie calls them back. A form filled in at night gets its call when the legal calling window opens in the morning.
On the roof
Thursday, Marcus is on Linda's roof. He opens her job and presses Talk and snap. He talks while he takes photos, and nothing is filmed.
Each photo goes with what he was saying when he took it.
He finishes, marks it as the before walk, and it is written up for him.
A title, a short summary, a section for each part of the roof with what he said under every photo, and the follow-up items. One tap turns those into a checklist for the crew.
The report goes to Linda and her adjuster as a PDF or a private link they can download from. When the job is finished, the after walk becomes a certificate of completion, each before beside its after.
The estimate
Back at the office, the EagleView report for Linda's roof becomes the estimate. The measurements are read from the report, not retyped.
Build the material order, and the price comes from your own cost book, your margin, and tax. It can price siding and gutters from the same report too.
Send for signature gives Linda a proposal she signs on her phone. And Send to job puts the estimate's lines onto her job, ready to invoice.
Contract and invoice
Linda says yes. The contract is built from your prices, or you upload the contract your own lawyer wrote, and she signs it online. It is stored on her job.
Invoices are made from the job's worksheet and go out through your own Stripe or QuickBooks. Nothing is ever charged on its own, and payments come back onto the job.
On the right is what is invoiced, what is collected, and what is still owed. Payments shows every cost on the job, and what the job really made.
Crew and time
The crew clocks in on their phones. Time cards show everyone's hours and pay, and hours on Linda's job count as labor in that job's profit.
Subcontractors get their own login. They see only the jobs they are put on, and never the homeowner's contact details or your prices.
The review
When Linda's job reaches the stage you call finished, she can get a text asking for a review, with before and after photos from her job. Everyone gets the same review link. Your ratings show up here.
Reports and profit
Reports show where your jobs come from, how many you close, and what each salesperson sold.
Job profit shows what each job made after its costs, labor, and its share of the marketing that brought it in. Enter what you spend on each lead source, and it works out your cost per lead.
Storms
After a storm, the weather map shows where radar estimates hail fell, from government weather data.
Zoom in, and every house on the street shows up. Draw an area to download the addresses for door knocking, or pull a hail history report for any address to give a homeowner or adjuster. Only an inspection confirms damage.
Logins and connections
Every person gets their own login. You choose which screens they can see, and whether they see the whole company or just their own work. Costs and profit are only for owners and admins.
Connections links your Google or Outlook calendar, Stripe and QuickBooks, and your review pages. If you keep GoHighLevel or another CRM, bookings can go there too.
And for anything else, there is an open API with keys and signed webhooks, so your own software can connect.
Wrap up
One call from Linda became a booked inspection, a filled-in job, a written report, a signed contract, an invoice, and a review. Every screen has its own tutorial, so your team learns as they go.
Call the number on this page to hear Sophie answer for yourself.