Inspection Booking Agent
by Katexs
Qualifies the lead and books the roof inspection in one call.
Overview
Roofing leads are only valuable if they turn into inspections. This agent qualifies every inbound lead — checking age of roof, insurance status, and damage signs — then books the inspection directly. It filters out unqualified leads, preps the inspector with context, and maximizes your close rate from first call to contract.
What it handles
- Qualifies leads on roof age, damage signs, and insurance coverage
- Books roof inspections into the inspector's live calendar
- Sends confirmation with prep instructions and weather policy
- Preps the inspector with lead notes and photo uploads
- Follows up on no-shows with reschedule offers
Channels
VoiceChatSMS
Integrations
AccuLynxGoogle CalendarCompanyCamZapier
Workflow
- 01
Lead Inbound
Homeowner calls or submits a request for a roof inspection.
- 02
Qualify
Agent screens for roof age, damage, and insurance status.
- 03
Book & Confirm
Qualified lead gets an inspection slot; confirmation sent.
- 04
Inspector Brief
Inspector gets lead notes, photos, and homeowner contact before arrival.
What you'll need
- Inspector calendar with availability zones
- Qualification criteria and insurance questions
- Photo upload for damage documentation