Home Services
Inspection Booking Agent
by Katexs
Qualifies the lead and books the roof inspection in one call.
Want this agent running in your business?
- Handles
- 5 tasks
- Channels
- Voice · Chat · SMS
- Connects
- 4 integrations
- Build time
- 48 hours
- Complexity
- Standard
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