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AI receptionist for roofing companies

After hail, Penny’s roofing answering service offers inspection slots on the route days you set.

The morning after hail, homeowners call while your inspectors are already out. Penny captures the address, storm date, and damage visible from the ground, then offers openings on the route days you set. An active leak follows your safety and on-call rules before an inspection is scheduled.

A fact about the setup

Penny matches the caller’s address to the inspection zone and route days you configured before offering a slot.

Try Penny free

14 days of Pro included. No credit card.

Or call her from your phone: (630) 297-4128

The demo line

Start with the shared demo, then test your own inspection intake

The live demo uses Summit Heating, a fictional HVAC business. Listen to her intake here; test your own trade’s rules in your Penny account.

(630) 297-4128
  • Ask for a roof replacement estimate and give the roof age, material, and number of stories.
  • Ask whether a gutter review can be added to an existing inspection request.
  • Describe hail damage visible from the driveway and check that the offered slot follows your inspection zone.
  • On your configured account, report an active ceiling leak and check the safety and on-call rule.
The day of the storm

After hail, the next inspection starts with the address

Hail moves through overnight. This is the next day at a roofing office with Penny on the line, in the order it runs.

  1. 6 a.m.

    The first call comes from a homeowner on the west side who saw shingle pieces in the yard on the way to the truck. Penny takes the address, what he can see from the driveway, and his carrier, and holds the first inspection slot in that subdivision.

  2. 7:30 a.m.

    Calls are stacking as people wake up and look at their ceilings. Each one is answered on the first ring, and each one leaves with the address, the visible damage, and the storm date on the ticket.

  3. 9 a.m.

    Your inspector starts on Heron Crossing. The morning’s bookings sit back to back on the same streets, because Penny booked by service address instead of by whoever called first.

  4. Mid-morning

    A caller asks whether hail damage is covered and whether you can waive the deductible. Penny says the coverage question is for the adjuster and the waiver is not something the company does, takes the number, and flags the call for you.

  5. Noon

    A caller reports an active leak. Penny follows the safety rule and alerts the on-call lead with the address and affected room while routine inspections keep their route slots.

  6. 3 p.m.

    The afternoon calls are estimates and second opinions from the next subdivision over. Penny books them into tomorrow’s block for that side of town and captures roof age, stories, and whether a claim is open.

  7. 5 p.m.

    The day’s intake is in your CRM with addresses, carriers, claim numbers where they exist, and the transcript of every call. Tomorrow’s route is already grouped.

The day runs in this order whatever the call volume.
Booking by route

The caller’s subdivision determines which inspection slots appear

Every storm call carries the service address, so Penny books the inspection into the block of time your inspector is already spending in that subdivision rather than the next open slot on the calendar.

This week’s visits

  • Mondayone side of town
  • Tuesdayone side of town
  • Wednesdayone side of town
  • Thursdayone side of town

Each color is one day’s visits.

Inspections on the same streets land in the same morning, so the truck stays on one side of town and the ladder comes off the rack once.
Example calls

The roof estimate is one of the calls your office handles

  1. Everyday call

    A homeowner wants to compare shingles with standing-seam metal.

    The caller hears

    How old is the roof, and how many stories is the house?

    Penny does

    Captures the existing material and preferences, then books your replacement estimate.

  2. Everyday call

    A caller wants gutters included with an upcoming roof estimate.

    The caller hears

    What address is the estimate for, and which gutters would you like the inspector to review?

    Penny does

    Adds the request to your intake and follows your rule for updating the inspection scope.

  3. Everyday call

    A customer asks when the crew is scheduled after a weather delay.

    The caller hears

    What name and address is the project under?

    Penny does

    Verifies the customer and relays your approved schedule update. Unconfirmed dates go to the office.

  4. Needs attention

    Water is coming through a ceiling near a light fixture.

    The caller hears

    Don’t touch the water or electrical equipment, and keep everyone out of that room. Don’t go on the roof.

    Penny does

    Uses your safety rule and alerts the on-call lead with the address and affected room.

Your intake questions, booking permissions, and contact rules decide the next step. Read the emergency rules.
A call, written out

A post-hail inspection fits the route already planned for that street

An inspection request after hail, with ground-level observations and the carrier noted, booked into the inspector’s block on that street.

pennyassistant.com/calls
Inbound call · Thistrel Roofing
Answered by Penny · transcript
  1. Penny
    Thistrel Roofing, this is Penny. What can I help you with?
  2. Ximena (caller)
    We had hail last night. There are shingle pieces in the yard and dents on the gutters. Could someone inspect the roof?
  3. Penny
    I can arrange an inspection. Have you noticed any water coming inside?
  4. Ximena (caller)
    No, everything inside is dry.
  5. Penny
    Thanks. We’ll use what you can see from the ground; please leave the roof inspection to our team. Can I get the address and your name?
  6. Ximena (caller)
    1180 Heron Crossing Drive in Moore. Ximena Aldana.
  7. Penny
    Thanks, Ximena. From the driveway, can you see anything on the roof or in the yard, like shingle pieces, dents on the gutters, or granules washed down to the downspout?
  8. Ximena (caller)
    There are pieces of shingle by the fence and the gutters look dinged up. Our insurance is Windrow Mutual, if that matters. I don’t know if this is even covered.
  9. Penny
    I can’t tell you whether it’s covered, but I’ll note it as a hail claim with last night’s storm date so the inspector brings the documentation your adjuster will want. Is a claim open yet, or is that still to be decided?

    A fact from the knowledge pack, used on the call.

  10. Ximena (caller)
    Nothing filed yet.
  11. Penny
    Noted. Our inspector is working Heron Crossing tomorrow morning, and I have 9:40 open right after a house two streets over from you. Does that work, and is this the best number to reach you?
  12. Ximena (caller)
    9:40 works. Yes, this is my cell.
  13. Penny
    You’re set for 9:40 tomorrow at 1180 Heron Crossing Drive: hail, shingle pieces and gutter dents visible from the ground, no water inside, Windrow Mutual, and no claim open.
  14. Ximena (caller)
    I will. Thank you.
In the log
Name
Ximena Aldana
Service address
1180 Heron Crossing Dr, Moore
Reason for call
Hail · shingle pieces and gutter dents · no water inside · Windrow Mutual
Appointment
Tomorrow · 9:40 AM · Heron Crossing block
Written to your calendar
Every line she said is in your log with the fields she captured beside it.
Before her first call

Visible damage and the storm date prepare the inspector’s visit

From the roofing knowledge pack

  • Repair against full replacement, tear-off against overlay, and the two-layer limit that makes an overlay the last one before a tear-off.
  • Squares, pitch, decking, underlayment, ice-and-water shield, step and valley flashing, drip edge, and pipe boots, so “the metal bit by the chimney” lands on the ticket as flashing.
  • Leak triage: water travel, so the stain is not the source; the bowl-shaped ceiling bulge; water near a fixture or the panel; and which of those is same-day tarping.
  • What a caller is never told to do: climb the roof, poke a ceiling bulge, tarp at height in weather, or touch wet electrical.
  • Insurance and storm claims, recognized and routed rather than advised: ACV against RCV, depreciation and the two-check process, supplements and Xactimate, ordinance-or-law, AOB, and the duty to mitigate.
  • Storm-chaser and fraud signals: deductible waivers, “we already inspected your roof,” sign-today pressure, and competitors fishing for pricing and crew capacity.
  • Materials by slope: 3-tab, architectural, and Class 4 impact-resistant shingles, standing-seam metal, tile, slate, shake, and TPO or EPDM on low-slope and commercial work.
  • Manufacturer against workmanship warranties, what “lifetime” means once it prorates, and what GAF Master Elite or Owens Corning Platinum Preferred certifies.
  • What to capture when booking an inspection: address, request type, roof age, stories, insurance or out of pocket, and the adjuster date if one is set.
  • Installation day in order: tear-off, deck inspection, underlayment, shingles, flashing, magnet sweep, and walkthrough, plus the weather holds that move it.
Penny, on a call
I can’t tell you whether it’s covered, but I’ll note it as a hail claim with last night’s storm date so the inspector brings the documentation your adjuster will want. Is a claim open yet, or is that still to be decided?
The topics in the list are why she can say this.
Quotes

Your roofer assesses the job before naming the repair price

She never quotes

  • A repair or replacement price, in squares or in dollars
  • Whether the damage is covered or what the adjuster will approve
  • That the deductible can be waived, absorbed, or rebated
  • That the caller should get on the roof or look at the leak from a ladder
  • An arrival time for the tarping crew

What she does instead

Penny never quotes a replacement over the phone and never promises a waived deductible. She books the inspection and tells the caller the written estimate comes from it.

She books the visit during the call. The price comes from the visit.
On your website

A homeowner asks about standing-seam metal from your website

thistrelroofing.com
Thistrel Roofing
  • Services
  • Hours
  • About
  • Contact
Penny
Chat with Thistrel Roofing
Visitor
do you do standing seam metal? our shingle roof is 19 years old and we get ice dams every winter
What Penny does
Answers from your services page that you install standing-seam metal, asks how many stories the house has and whether the ice dams have left stains inside, notes the 19 years and the ice-dam history for the ventilation conversation your inspector has on site, and books the estimate. She does not say whether the roof needs replacing or what metal will cost.
Write a message
The chat follows the same rules as the phone line, so a visitor gets the answer a caller would.
Your numbers

Put your own missed-call count against a sourced average roof repair ticket

Change the three numbers to yours. The default job value comes from a named source, dated.

Default job value $1,171, from HomeAdvisor — average roof repair cost (as of 2025-12-11). Change it to yours.

Potential job revenue

If you miss 5 calls a week and book 40% of them at $1,171 a job, those jobs would represent about

$10,141/month

This is estimated gross revenue, not measured lost revenue or profit. Some missed callers may still book with you. Change the assumptions to match your call records.

Penny starts at $29 a month, billed annually. At this job value, one booked job brings in enough revenue for the annual Starter subscription. Allow for extra usage charges and subtract job costs when estimating profit.
The result is your own arithmetic from the three numbers above.
Where it lands

Storm intake written into Jobber, Housecall Pro, or your CRM while the caller is still talking

  • Jobber
  • Housecall Pro
  • Google Calendar
  • HubSpot

Connect Zapier or signed webhooks to send the captured details to the tools your office uses.

Questions

Questions from roofing offices planning their inspection routes

Send setup or plan questions to support@pennyassistant.com.

A storm lead becomes a Jobber Request or a Housecall Pro customer and unscheduled job, with the address, visible damage, storm date and carrier attached. HubSpot can hold the lead for your sales team. Your office confirms field-service scheduling; Google Calendar or Outlook can book an inspector’s available appointment during the call. Pro supplies text confirmations and photo-by-text; Zapier and signed webhooks export the intake.

Give Penny a call before you forward yours.

Try the HVAC demo, then set up Penny for your business. Your account includes 14 days of Pro; Free keeps your website chat after the trial.

14 days of Pro included. No credit card.