Every Lead. Right Rep.
In Seconds.
Speed-to-lead wins deals. RoofIQ's AI-powered assignment engine routes every lead to the right rep instantly — by territory, skill, or workload. No manual assignment. No leads falling through the cracks. No lost revenue.
The Problem
Slow Follow-Up Costs You $50K+ Per Year.
Research shows that responding within 5 minutes makes you 21x more likely to qualify a lead. But the average roofing company takes 47 hours. By then, the homeowner has already signed with someone else. Manual lead assignment is the bottleneck.
Slow Response
Manually checking who should get the lead wastes critical minutes. The first roofer to call back usually wins.
Uneven Distribution
Top reps get overloaded while new hires sit idle. Without load balancing, your team burns out and underperforms.
Wrong Territory
Sending a rep 45 minutes away when another is 5 minutes out wastes time, gas, and the client's patience.
How It Works
Lead In. Rep Notified. Deal Started.
Lead Comes In
From your website form, a phone call, a referral, or a third-party source — leads enter RoofIQ from anywhere and land in your pipeline automatically.
AI Analyzes & Routes
The assignment engine evaluates territory, rep skills, current workload, and availability. It picks the best match in seconds — no manager intervention needed.
Rep Gets Notified
The assigned rep gets an instant notification with full lead details. They can call, text, or schedule an appointment directly from the lead card.
Pipeline Updates Live
Every interaction is tracked. Leads move through customizable pipeline stages. Managers see the full picture — conversion rates, response times, revenue by source.
Capabilities
Built for How Roofing Sales Actually Works.
Territory Routing
Draw territories on a map with GeoJSON polygons or assign by zip code. Leads automatically route to the rep who owns that area.
Skills-Based Matching
Tag reps with specialties — commercial, residential, metal, tile, insurance. Leads get matched to the rep with the right expertise.
Round-Robin Distribution
Distribute leads evenly across your team. Load balancing ensures no one gets overloaded while others sit idle.
Storm Response
When storm leads flood in, the engine handles volume automatically. Every lead gets assigned even when call volume spikes 10x overnight.
Pipeline Management
Customizable stages let you track leads from first contact to signed contract. Drag-and-drop boards or list views — your choice.
Performance Tracking
See which sources convert best, which reps close fastest, and where leads drop off. Data-driven decisions, not gut feelings.
Full Feature List
Everything the Lead Engine Does
Stop Losing Leads.
Start Closing More.
Every missed call is a lost roof. RoofIQ's AI Call Agent ensures you never miss another lead — while the rest of the platform helps you close them.