Roofing Sales and Field Intelligence Resources
Storm response, inspections and full replacements: how roofing companies document first, sell on proof, and stop losing the third visit to the door.
Scout Brief
Robert SullivanServiceScout for roofing companies
For roofing, the Scout Brief leads with storm history — hail and wind near the address with dates and distance — roof age from permits and the home's age, a look at the roof from above where available, and what a claim typically involves in your state. After a storm, homeowners have had three companies at the door already; the Trust Play dominates.
Guides for this trade, by problem
Close Rate
Dispatching
Marketing ROI
Field Intelligence
Trade-specific articles for roofing are added on the rollout schedule; the cornerstone guides above apply to every trade and link to this hub's playbook.
The roofing playbook
ServiceScout reads the job type name from your scheduling software and matches the words to a job family inside your trade. The family changes what the brief emphasizes and what the play looks for.
| Job family | What to look for in the brief | Plays you'll see most | First move at the door |
|---|---|---|---|
| Inspection / estimate | Roof age, aerial view, tenure, Win Condition | Trust, Research, Value | Walk them through what you'll look at before you go up |
| Storm damage | The storm event: date, distance, type; insurance notes | Trust, Emergency | Document everything with photos; explain the process, not the price |
| Repair | Roof age, past visits, call notes on the leak | Emergency, Trust | Stop the water; then the honest read on the rest of the roof |
| Full replacement | Roof age, home size and complexity, neighborhood, tenure, Family signals | Value, Family, Research | Ask what they've been told already; two decision-makers are common |
At the door — questions that confirm the read
| Family | Three questions |
|---|---|
| Inspection | What made you call now? · Has anyone else looked at it? · Do you know when it was last replaced? |
| Storm | Were you home for the storm on the [date]? · Have you called your insurance company yet? · Anything inside — stains, drips, attic? |
| Replacement | How long do you plan to be in the house? · What did the last roofer tell you? · Who else is part of this decision? |
A result to measure against
See a Scout Brief on a real roofing visit from your schedule.
A 30-minute walkthrough. We pick a recent appointment, build the brief and the audio, and walk through Today's Play as if your tech were about to knock. 14-day free trial, no credit card required.