Establish the affected area, roof material and requested outcome. Do not value a small patch inquiry as a whole-roof replacement simply because damage is mentioned.
Qualify a roofing request before booking a visit.
Use this intake checklist to decide whether a request belongs with your repair crew, replacement estimator or commercial team. Record what the customer reports; confirm the roof condition during an appropriate assessment.
| Ask the customer | Use the answer to decide |
|---|---|
| What work are you requesting: leak repair, replacement or an inspection? | Route the request to a team that handles that scope. A leak alone does not establish a replacement job. |
| Is this a home or a commercial property, and who can approve the work? | Confirm the owner or authorized contact and who needs to attend the estimate. |
| What roof material is installed, and what area is affected? | Check material fit and distinguish a localized issue from a request for the whole roof. |
| Where is the property, and are there access restrictions? | Check travel radius, occupied areas, parking and the information your estimator needs before a visit. |
| When do you want an assessment and the work completed? | Match urgency and scheduling to available capacity; agree the next step rather than assuming an appointment is booked. |
An inquiry, a call and an appointment buy different next steps.
A roofing inquiry gives you a request to follow up. A qualified call gives you a conversation under the supplier's call criteria. A booked appointment should specify a date, attendance and confirmation. Compare pricing within the same unit before comparing providers.
Ask what happens when the contact cannot be reached, the property is outside your area or a booked visit is cancelled. Read the actual purchase terms and keep the original inquiry date, even when a new appointment is arranged.
Repair a section or replace the roof?
Establish roof type, approximate size, reported damage and project timing. Distinguish an inspection request from committed replacement interest.
Write down the work you accept, service radius and available capacity before browsing. Assess the customer's actual request against those criteria.
| Requested work | Before committing estimating time |
|---|---|
| Leak investigation | Establish: Leak location, reported symptoms, roof type and access. Decide whether this fits your team before booking the assessment. |
| Targeted repair | Establish: Damaged area, material, photos and previous repair history. Decide whether this fits your team before booking the assessment. |
| Full replacement | Establish: Approximate roof area, existing covering, property height and desired timing. Decide whether this fits your team before booking the assessment. |
| Storm-related assessment | Establish: Reported damage, event date, photographs and the customer's next step. Decide whether this fits your team before booking the assessment. |
Set a budget for the lead you are buying.
Roofing leads: $75–$165 for exclusive project inquiries. All amounts are in US dollars.
Set a purchase ceiling from contribution after delivering the job, not from total revenue. Use the lead-cost calculator to estimate leads, paid jobs and revenue from your budget. The industry page has the full channel-by-channel price table.
Check these details before paying.
Read the available project information and use missing scope to decide what needs confirming. Check the original intent timestamp, current purchase price and ownership category.
| Check | Buying decision |
|---|---|
| Service fit | Repairs · Replacement · Inspections |
| Location and timing | Match the address or service area and requested timing to your capacity |
| Original inquiry age | Use the customer's original request date when assessing freshness |
| Prior access | Check Normal or Value status and any disclosed prior access |
| Total acquisition budget | Include lead cost, contact effort, assessment and estimating |
Use the first conversation to resolve the buying decision.
Establish the affected area, roof material and requested outcome. Do not value a small patch inquiry as a whole-roof replacement simply because damage is mentioned.
Ask the customer to describe the requested result in their own words. Compare it with the preview, record any scope changes and agree whether the next step is a call, survey or estimate. Assign an owner and date to that step.
| Outcome | Record and act |
|---|---|
| Scope matches | Confirm the decision-maker and schedule the next step |
| Scope is incomplete | Ask the specific project questions above before estimating |
| No reply | Log the attempt and use the preferred contact time for follow-up |
| Material mismatch | Record the discrepancy and review the purchase terms promptly |
Compare two buying decisions.
For roofing, compare a request that fits your accepted work with one that needs a different service or unavailable appointment. The lower price does not compensate for a job your business cannot deliver.
Worked budget: a $600 contribution per paid job, 20% lead-to-paid-job conversion and $20 sales effort per lead gives a $100 break-even purchase ceiling. At $70 per lead, expected contribution is $30 per purchased lead before overhead. These are planning inputs; use your own costs when setting a purchase ceiling.
Track the same intake group through contact, assessment, quote and paid work. Review acquisition cost after allowing time for the sales cycle. Keep different job types separate so one large project does not hide weak buying decisions.
Read the ownership terms before checkout.
Review the current price and purchase category on the opportunity. For eligible Normal purchases, refund requests with supporting evidence must be submitted within 72 hours of the original successful purchase. Value purchases are non-refundable.
Use the shared ownership and refund guide for the complete process. Record contact attempts and outcomes so a later review has a clear account of what happened.
Common questions
What should I check before buying roofing leads?
Establish the affected area, roof material and requested outcome. Do not value a small patch inquiry as a whole-roof replacement simply because damage is mentioned.
Does storm damage mean a full replacement?
The inspection establishes the required scope. Keep the reported damage and the proposed solution as separate details until the roof has been assessed.
What should I know before visiting a roofing lead?
The address, roof covering, property height, reported issue, owner availability and access arrangements. Photos help you prepare equipment and estimate the visit time.
How should I compare two lead prices?
Match the requested work, service area, original intent age, purchased unit and prior access. Then compare acquisition cost per paid job, including follow-up and estimating.