Case study · Roofing · Intake and estimating
EstimateFlow is an intake and estimating app for roofing contractors. A homeowner answers a short guided form on their phone, and the office gets a scored, photographed project it can act on, instead of a two-line message it has to chase.
The same leak, twice. First, what a website contact form sends the office. Then, what the estimator opens.
Before
After
The walkthrough
Four moments. Each one is a screen, what you are looking at, and why it matters.
Step 01
The intake runs on the customer’s phone, one question at a time. Picking the problem, adding a photo from the camera, and choosing a time all happen before the office hears about it.
Nothing here needs a follow-up call.
Step 02
Each submission lands in the estimator’s queue with an urgency level and a readiness score, so an active leak sorts above a gutter question without anyone reading both.
Triage happens before the first click.
Step 03
Roof type, age, access and the customer’s photos are on the project when the estimator opens it. The estimate form starts filled in rather than blank.
The site visit confirms; it does not collect.
Step 04
A recommended next action sits on the project: an emergency tarp quote and an inspection slot, ready to send. The customer gets it while the leak is still their problem, not the office’s backlog.
The fastest quote usually wins the job.
Watch the readiness ring fill as the customer finishes the intake.
Details
Urgency is a word, not a number. An estimator reads "high" faster than "7.4".
The score tells the office what is missing before they call, so the call is one question, not eight.
Photos come from the customer’s camera roll on the spot. Nobody emails a picture later.
It runs in their accounts, on their data.
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