Leads and follow-up
- Reply to every new lead
- Log each lead in your CRM with its source
- Ask your qualifying questions
- Book and confirm inspections
- Follow up on every open estimate
- Revive “not now” leads and old estimates
Roofing virtual assistants
Roofing Virtual Assistant Services for Roofing Companies
A dedicated, fully managed virtual assistant for your roofing company.
- Dedicated assistant
- Works in your tools
- Free replacements
- Insurance experience
Off your crews' plates
- Leads followed up
- Jobs scheduled
- Paperwork handled
- Insurance files organized
The service
What Are Roofing Virtual Assistant Services?
A remote, dedicated assistant who runs the office side of your roofing business, so your crews and estimators stay on roofs. Savvital manages recruiting, vetting and replacement.
The problem
Why Do Roofing Companies Need a Virtual Assistant?
- Leads wait because everyone is on a roof
- Missed calls never get a callback
- Estimates sit with no follow-up
- Scheduling, permits and material orders live in your head
- Invoices go out late and balances go unchased
- Insurance paperwork piles up after every storm
- Owners and estimators do office work at night
A dedicated assistant gives each of these an owner.
Scope of work
What Can a Roofing Virtual Assistant Do?
| Area | What your assistant handles | What stays with you |
|---|---|---|
| Leads and follow-up | Reply, log, qualify, book inspections, chase estimates | Sales and closing |
| Calls and customer communication | Callbacks, forms, reminders, status updates | Judgment calls |
| Estimates, scheduling and coordination | Proposals, crew calendar, materials, permits, work orders | Pricing and approvals |
| Email and calendar | Inbox, appointments, reminders | Priority decisions |
| Invoicing and records | Invoices, collections follow-up, data entry, job files | Accounting decisions |
| Insurance paperwork | Claim files, supplements documentation, adjuster scheduling, payment tracking | Coverage opinions and negotiation |
Calls and customer communication
- Call back missed calls
- Handle routine calls using your scripts
- Check voicemail and web forms
- Send appointment reminders
- Pass urgent issues to your team
Estimates, scheduling and coordination
- Enter measurements and format proposals
- Build the crew and inspection calendar
- Place and track material orders
- Prepare permit paperwork and track status
- Send work orders and log change orders
- Send start-date, delay and completion notices
Email and calendar
- Sort and answer routine email
- Schedule and confirm appointments
- Prepare documents and reports
- Keep your calendar clean
Invoicing and records
- Prepare and send invoices
- Follow up on open balances
- Data entry and job files
- Daily end-of-day report
Insurance paperwork
- Organize photos, measurements and claim documents
- Track open claims and approvals
- Schedule adjuster meetings
- Document supplements
- Track claim payments
- Keep certificates of insurance current
Insurance support
Insurance Support for Roofing Companies
Why Savvital: our background is insurance.
- Savvital works with insurance agencies every day
- Claim paperwork is familiar work, not a new learning curve
- Your assistant documents, tracks and schedules
- Coverage advice and claim negotiation stay with your team
- State rules vary, so check yours
Your call
What Stays With You
- Pricing and scope
- Site decisions and quality sign-off
- Customer conversations that need judgment
- Coverage opinions and claim negotiation
- Final approvals
Who it's for
Who Is It For?
- Residential roofing contractors
- Commercial roofing contractors
- Storm and insurance restoration roofers
- Growing roofing teams with no office manager yet
- Owners still doing the office work themselves
Why Savvital
Why Roofing Companies Choose Savvital
Dedicated
One person who learns your crews, suppliers and process
Fully managed
Recruiting, vetting and replacement handled
Insurance experience
Built by a team that lives in insurance
Secure
Enterprise cybersecurity
Works in your tools
Slack, Asana, your CRM and calendar
Accountable
Daily end-of-day reports
Low risk
Free replacements and a 30-day money-back guarantee
Getting started
How It Works
Tell us what to hand off
Tasks, tools, hours
We match you
A dedicated assistant matched to your industry
Start with one workflow
Missed calls, estimates or scheduling
Review daily at first
Then add more
Storm season
Ready for Storm Season
Set up before the storm:
- Lead intake
- Sorting insurance and retail leads
- Inspection booking
- Follow-up
- Daily summary
Simple, Flexible Terms
- Starting at $2,300/month
- Month to month
- 30-day money-back guarantee
- Free replacements
Answers
Frequently Asked Questions
Remote assistants who handle a roofing company’s office work, such as leads, scheduling, invoicing and insurance paperwork.
Lead follow-up, calls using your scripts, scheduling and permits, invoicing and records, email and calendar, and insurance paperwork.
They can organize and track claim documents and schedule meetings. Coverage advice and negotiation stay with your team.
Book a call, share what you want to hand off, and we match you with a dedicated assistant.
You share your process and review early work. Savvital handles recruiting and vetting.
Your own systems, plus Slack and Asana. Confirm your CRM and estimating software on the call.
Free replacements and a 30-day money-back guarantee.
Pricing starts at $2,300 per month, month to month. See the pricing page for details.
Yes. Your assistant works during your U.S. business hours.