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AI INTAKE DESK · ROOFING

The AI answering service for roofers that captures the storm and books the inspection.

The post-hailstorm flood of calls, the active-leak emergency, the “is my claim covered?” text. Your AI answering service for roofers captures the storm and claim details, dispatches an emergency tarp, and books the inspection — on top of the roofing CRM you already run.

  • Goal-driven AI agents — booked jobs, quotes that stick
  • Security & trust built in — every caller verified, every action logged
  • 270+ platforms, 70+ languages — ServiceTitan, Jobber, Housecall Pro & more

One demo line · every roofing workflow

(520) 464-4424

Try:My AC just died — can someone come today?

  • looks it up
  • resolves it
  • logs it

No signup, no sales rep — just call it.

CHANNEL
WORKFLOWUrgent No-Heat Dispatch

Answer a first-cold-snap no-heat call, run the safety screen, flag the at-risk household, find the earliest urgent window on the ServiceTitan dispatch board, explain the trip fee before booking, and confirm the visit with the tech assigned.

1 / 6
↓ INBOUND
LIVE CALLHD
LumiTalk AI

Thank you for calling Summit Air & Heating. This is Cole. How can I help you today?

WORKFLOW STEPS
1
Customer record located and confirmed

In progress

2
At-risk occupant flagged as priority household

Queued

3
Urgent window located on the dispatch board

Queued

4
Job created and technician assigned in ServiceTitan

Queued

5
Confirmation text sent and ETA notification scheduled

Queued

RESOLVED

Workflow completed successfully

↓ INBOUND — customer reaches inURGENT DISPATCH AGENT · LIVE AVATAR

Urgent No-Heat Dispatch

Answer a first-cold-snap no-heat call, run the safety screen, flag the at-risk household, find the earliest urgent window on the ServiceTitan dispatch board, explain the trip fee before booking, and confirm the visit with the tech assigned.

Customer record locatedAnswers on the first ring during the cold-snap rush when the front office is buriedAt-risk occupant flaggedVerifies the caller against the customer record before discussing account detailsUrgent window locatedRuns the safety screen first — gas smell or CO alarm routes to evacuation and the utility, never to a booking
Works inServiceTitanTwilioGmailGoogle CalendarQuickBooks+270 more
98%

Resolution rate

24/7

Always available

70+

Languages

< 5 min

Avg. handle time

270+

Platform integrations

Keep your stack. Lumi works on top of it.

No rip-and-replace — Lumi layers onto your roofing CRM & field-service software. 270+ integrations.

ServiceTitan logoServiceTitanJobNimbusAccuLynxHousecall ProJobber logoJobberRoofrWorkiz logoWorkizQuickBooks logoQuickBooksCompanyCamCalendly logoCalendlyTwilio logoTwilioGoogle Business ProfileZapier

The inbound loop

The morning after a storm, it’s the same calls a hundred times over.

Different roofs, one pattern: hail damage, a leak to tarp, and an insurance claim to capture — arriving in a wall the morning after a storm, exactly when your crews are on ladders and your office phone is buried.

  1. 01
    The hail last night wrecked my roof.

    One of a hundred calls the morning after a storm — every roofer in the county is buried, and the first to answer and book the inspection gets the street.

    storm lead
  2. 02
    There's water dripping through my ceiling.

    An active leak that needs a tarp today, not a callback next week — triaged and dispatched it's a customer for life.

    active leak
  3. 03
    Do you handle the insurance claim for me?

    The question that closes storm work — the homeowner wants a roofer who'll capture the claim and meet the adjuster, not just quote a number.

    insurance
  4. 04
    How much for a full replacement?

    The price question an intake line answers with a free inspection booked — never a roof price over the phone, sight-unseen.

    pricing
  5. 05
    My neighbor just got a new roof — can you look at mine?

    A warm referral off a truck already on the street, worth a same-day inspection before the door-knockers get there first.

    referral

The homeowner who hits a busy signal is booking with the next roofer’s truck on the street. A system should answer every surge call and capture the claim before yours ever rings out.

What is an AI answering service for roofers?

It captures the claim and books the inspection — it doesn’t price the roof.

An AI answering service for roofers can be configured to capture storm and damage details, collect information supplied by the caller, schedule inspections, flag active leaks, and hand the intake record to a CRM workflow. The roofing business defines staffing, calendar, escalation, and temporary-repair actions. Coverage decisions, claim advice, roof assessment, and pricing stay with the insurer and qualified roofing professionals.

The difference a homeowner feels

An answering service takes a message. Lumi captures the claim and books the inspection.

A voicemail or answering service

  • Takes a name and a number after a storm hits
  • Can't capture the storm date, damage, or carrier
  • Never books the inspection — just logs a message
  • Drops every overflow call the morning after hail
  • Rolls to voicemail while door-knockers work the street

Lumi

  • Answers every storm-surge call, no busy signal
  • Captures the storm date, damage, and insurance carrier
  • Books the free inspection on your crew's calendar
  • Dispatches an emergency tarp on an active leak
  • Writes the lead and claim details into your CRM

A missed surge call is a roof signed off a competitor’s truck. A booked inspection with the claim captured is the job you keep — logged in your CRM before the door-knockers arrive.

Answering the call is just the front door

One agent for the whole storm intake — and never rule on a claim.

Whatever comes through your phones after a storm, Lumi handles the intake work — capturing claims, booking inspections, dispatching tarps — and leaves every claim judgment to your team and the adjuster.

One intake desk, every channel

Voice, SMS, web chat, WhatsApp, email — every storm call, form photo, and text answered in one place, so the surge after a hailstorm never overflows to voicemail.

Captures the claim, books the inspection

Storm date, damage described, insurance carrier and claim number — captured the same disciplined way every time, the free inspection booked, and it all written into your CRM.

Emergency tarp dispatch

An active leak gets a tarp crew dispatched today while the full inspection is scheduled — the homeowner is protected and the job is yours before a competitor knocks.

Intake, never a claim opinion

Lumi captures the storm and claim details and books the inspection. It never quotes a roof price and never tells a homeowner whether their claim will be approved — that's for your team and the adjuster.

Answered in 70+ languages

Every homeowner in their own language, around the clock — with the storm intake summarized in English in your CRM for the crew.

On top of the FSM/CRM you run

ServiceTitan, JobNimbus, AccuLynx, Housecall Pro, Jobber, Workiz — Lumi reads and writes where your storm pipeline already lives. No rip-and-replace, never platform-locked.

Why the surge is won in the first hours

A storm doesn’t bury you. The busy signal after it does.

The forecast just filled every phone in the county at once. The roofer who answers the surge and captures the claim in the first hours books the street; the one who rolls to voicemail watches the door-knockers take it.

  1. Storm + 0 hrs
    The hail stops

    The forecast just did your marketing. Every homeowner on the block is about to dial — and so are the out-of-town door-knockers heading in.

    • Every call answered live
    • No busy signal, no overflow
    • Free inspection booked on the spot
  2. Storm + 2 hrs
    Capture the claim

    The homeowners who call first are the ones who book first. What Lumi captures now decides whether the inspection turns into a signed job.

    • Storm date & damage described
    • Insurance carrier & claim number
    • Active leaks flagged for a tarp
  3. Day 1–3
    Fill the crew calendar

    While competitors are still returning voicemails, your inspection calendar is already packed — and the leads are sitting in your CRM, not on a notepad.

    • Inspections booked by street & zip
    • Adjuster-meeting times captured
    • Every lead written to your CRM

Switched on from day one

The storm plays your desk needs — live before the next hailstorm.

Every play is wired before your first surge call — inbound intake that captures the claim around the clock and outbound recovery that keeps the estimate stack warm. Turn any one on or off; add your own.

INStorm-Surge Overflow LineEvery call answered · No busy signal · 70+ languages
INEmergency Tarp DispatchActive leak flagged · Crew dispatched · Address captured
INFree-Inspection BookingStreet & zip · Crew calendar · CRM write-back
INInsurance-Claim IntakeStorm date & damage · Carrier & claim # · Adjuster meeting
INFinancing Question HandlingOptions explained · Never a price quote · Consult booked
OUTEstimate Follow-Up RecoveryQuiet quotes chased · Job re-booked · Before it ages out
OUTReview Recovery & ReferralsPost-job outreach · Reputation repair · Neighbor referrals
Build a custom storm-intake play →

Your storm season, your math

What does a busy signal after the storm cost you?

Three sliders. No email gate. Roofs are high-ticket and the surge is short — this is the replacement revenue slipping out of storm calls that hit voicemail while a door-knocker takes the street.

Leaking from your board right now

$64,272/month

$771,264 a year — before counting the replacement quotes that age out unanswered.

That leak is 15.3× the cost of a full-time CSR — and it happens precisely when your CSRs are already maxed.

Built for a trade where a claim promise is a liability

Hard boundaries for storm calls.

A storm-intake line needs walls, not improvisation. These four are wired in before the first surge call — so the desk captures the claim without ever ruling on it.

Intake, never a claim ruling

Lumi captures the storm and claim details and books the inspection. It never tells a homeowner their claim will be covered, denied, or worth a certain amount — that's between your team and the insurer.

Never a roof price over the phone

Lumi books the free inspection; it never quotes a replacement or repair price sight-unseen. The number comes from your estimator after the roof is inspected.

An active leak reaches your crew

Water coming through the ceiling gets an emergency tarp dispatched and the details captured — a live hazard is never left sitting in a booking queue.

On top of your CRM, never instead of it

Lumi reads and writes your existing roofing CRM or FSM — you keep the storm pipeline you run; there's no rip-and-replace, and Lumi is never locked to a single platform.

Case file · regional storm-restoration roofing company

One hail season. One phone line. Not a single surge call to voicemail.

Multi-crew storm & retail roofer · JobNimbus + CompanyCam · before: overflow to voicemail the morning after hail, leads lost to door-knockers

3.1xmore surge calls answered live the day after a storm

no busy signal when the whole county dials at once

44%of storm leads captured with a full claim record

storm date, damage, and carrier — not a name and a number

−19 hrsof office phone time per week during storm season

no more phone tag while crews are on ladders

100%of inspections and claims written to the CRM, same day

clean leads — never a notepad pile after the surge

“The morning after a hailstorm, our line used to just melt down — half the county calling at once and every one that rolled to voicemail was a roof a door-knocker signed by lunch. Now every surge call gets answered, the storm date and carrier are captured, the inspection’s on the crew calendar, and it’s all in JobNimbus before I’ve had my coffee.”
Owner · regional storm-restoration roofing company

Illustrative composite from typical first-season results — names and figures are illustrative until our first public roofing case study lands.

Questions, answered

What roofers ask before switching on Lumi.

Does it tell homeowners whether their claim will be approved?

Never. Lumi captures the storm and claim details and books the inspection. Whether a claim is covered, denied, or worth a certain amount is between your team and the insurer.

Will it quote a roof price over the phone?

No. It books the free inspection. The replacement or repair number comes from your estimator after the roof is inspected.

Can it handle the surge after a storm without dropping calls?

Yes. Lumi answers every call at once with no busy signal, so the surge that used to overflow to voicemail is captured and booked.

What does it do with an active leak?

It flags the leak, dispatches an emergency tarp crew, and captures the details — a live hazard is never left sitting in a booking queue.

Does it work with JobNimbus and AccuLynx?

Yes. Lumi reads and writes JobNimbus, AccuLynx, ServiceTitan, Housecall Pro, Roofr, and 270+ tools. It layers on top of your CRM and is never locked to a single platform.

Does it capture insurance details for the claim?

Yes — storm date, damage described, carrier, and claim number, captured the same disciplined way every time and written into your CRM.

Does it speak other languages?

Yes — 70+ languages, live. Homeowners are helped in their own language and the intake lands in your CRM in English for the crew.

Will it replace my CRM or my sales team?

Neither. It handles the storm-intake work on top of the CRM you already run and hands claim judgments and pricing to your team.

Guides & comparisons

Read before you switch it on.

Browse the resource center

Give her your storm line.

Call the demo line like a hail-hit homeowner. Watch it capture the claim — and book the inspection.

Open the demo and treat it the way your customers do — report storm damage, mention your carrier, ask if you handle the claim. Then bring your storm volume and your CRM to a walkthrough.

(520) 464-4424
Book a Demo