AI Automation & Workflows

Available for work

AI Automation & Workflows

Available for work

How the Roofing Response Engine Works

When a new roofing lead comes in, LumioForge acknowledges it fast, follows up until the homeowner replies, and keeps every message in one thread so your team can take over cleanly.

Core workflow

What happens to a new
roofing lead, automatically

What happens to a new roofing lead, automatically

The first job is speed. LumioForge sends the acknowledgment, continues the follow-up, and keeps the conversation warm until the homeowner replies or your team steps in.

When the homeowner replies, your team takes over in the same thread

No switching systems. No copy-pasting context. No guessing who handled the lead. Every inbound and outbound message lives in one conversation timeline, with ack, snooze, and resolve states for day-to-day roofing office work.

Know what’s working

Track replies by source, see follow-up health, and spot what needs action without digging through phones or inboxes.

Follow-up that actually happens

3 texts + 3 emails go out automatically until they reply, so follow-up stops depending on memory.

Reach them before they move on

The first touch goes out fast, during business hours, so you’re not losing hot leads while the day gets busy.

Core workflow

After closeout, the review flywheel starts

When the job is done, LumioForge can continue the communication lifecycle with review-request follow-up so completed work turns into fresh trust.

Closeout triggers review flow

Completed jobs can move straight into a structured review sequence. Your team can see requests sent, reviews gained, open runs, completed runs, and recent published reviews in one place.

Requests stay visible

Review outreach does not disappear into a one-off text or email.

Runs are easy to track

You can see what is scheduled, completed, or waiting on the next step.

Proof stays connected

Published reviews sit next to the same operating data that created them.

Core workflow

See lead pressure, booked inspections, closeouts, and revenue in one place

The goal is not just a nicer dashboard. It is a clearer picture of what came in, what got booked, what got finished, and where revenue is actually coming from.

Data that matters

Instead of jumping between inboxes, spreadsheets, and memory, the Money Screen shows lead flow, replies captured, booked inspections, review proof, queue pressure, closed revenue, and estimated profit in one place.

See where things are slowing down

Spot whether the issue is intake, reply capture, booked work, or closed jobs.

Track pressure before it turns into missed work

Open conversations and queue pressure stay visible.

Keep revenue tied to execution

Booked work, closeout activity, and review proof stay in the same place.

Setup

Go live in days, not months

We set up the Response Engine around the way your team already works.

01

01

Authorize once

You give access to the inboxes, lead sources, and messaging accounts. We take it from there so your team does not waste days wiring tools together.

02

02

We set up the response system

We provision the new number, connect sender identities, route replies correctly, and build the first-touch + follow-up flow around how your roofing shop actually works.

03

03

Your leaks start closing

Once it launches, leads get touched faster, the owner stops being the inbox, and your office has one place to manage replies, closeouts, and review follow-up.

Why roofers use this even with office staff

This is not about replacing people. It is about giving your team a response system that still works after hours, during storms, and when volume spikes.

Covers nights and weekends

A person cannot reply while they are on a roof, driving, or buried in jobs. The first touch goes out automatically so new leads do not sit until tomorrow.

Doesn’t rely on perfect memory

No one has to remember who got called back, who got a text, or whether follow-up died after day one. The sequence keeps moving until the homeowner replies.

No one has to remember who got called back, who got a text, or whether follow-up died after day one. The sequence keeps moving until the homeowner replies.

Handles storm spikes better

When volume jumps, replies and alerts stay in one place instead of spreading across personal phones, scattered inboxes, and half-finished callbacks.

When volume jumps, replies and alerts stay in one place instead of spreading across personal phones, scattered inboxes, and half-finished callbacks.

Keeps context in one thread

The office can see the full storyfirst touch, follow-up, replies, and handoff — without asking three people what happened to the lead.

The office can see the full storyfirst touch, follow-up, replies, and handoff — without asking three people what happened to the lead.

Reduces owner bottlenecks

The owner does not need to become the backup dispatcher every time a lead comes in late, during estimates, or on a packed day.

The owner does not need to become the backup dispatcher every time a lead comes in late, during estimates, or on a packed day.

Turns closeout into review follow-up

Finished jobs stop disappearing into silence. Review requests go out consistently so completed work starts producing fresh trust.

Finished jobs stop disappearing into silence. Review requests go out consistently so completed work starts producing fresh trust.

FAQ Section

Questions, Answers

Get quick answers to your most pressing questions

Customer Experience Icon

Customer Experience

Harper education

Make customers compare you on value, not price. Your website is the first impression - make it worth it.

Customer Experience Icon
Customer Experience Icon

Customer Experience

Harper education

Make customers compare you on value, not price. Your website is the first impression - make it worth it.

Customer Experience Icon

Do I need to replace my CRM?

No. LumioForge is not a rip-and-replace CRM. It is the response and conversation layer between new lead and booked inspection, so if you already use a CRM, it can stay.

What happens when a homeowner replies?

Will this spam my leads?

Does it work after hours?

Can my office take over the same thread?

How fast can we launch?

What happens after the job is done?

Be the Roofer They Stop For

Stop losing leads

This week

Apply for the Founders Pilot (2 installs this month)

We only onboard a limited number of roofing companies each month so every response system can be configured and QA’d properly.

Limited Monthly Onboarding

Be the Roofer They Stop For

Stop losing leads

This week

Apply for the Founders Pilot (2 installs this month)

We only onboard a limited number of roofing companies each month so every response system can be configured and QA’d properly.

Limited Monthly Onboarding

Be the Roofer They Stop For

Stop losing leads

This week

Apply for the Founders Pilot (2 installs this month)

We only onboard a limited number of roofing companies each month so every response system can be configured and QA’d properly.

Limited Monthly Onboarding