Build your AI intake flow
Start by defining the roofing calls you get most often and what information your team needs before dispatching an estimator or crew. Joy can be trained to separate leak calls from replacement leads, qualify insurance jobs, screen for service area fit, and identify high-value opportunities before your team ever picks up the phone.
- Define leak vs storm vs replacement workflows
- Set service area ZIP code qualification
- Decide when to alert on-call staff
- Add roof-type and roof-age questions
- Build insurance claim screening rules
- Choose how new leads are notified internally