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Roofing Missed-Call Scorecard

See what a useful missed-call audit looks like before sharing your details. Start with a clearly labeled example, then use your own call records.

Sample only — hypothetical numbers

This example represents no real roofing company or customer result. Estimated gross contract value is not proven lost revenue, profit or a promise of what Roof AI will recover.

01 · Estimate the gap

A monthly planning scenario

Unique missed callers: 24
Potential legitimate opportunities: 50% → 12
Lead-to-signed-job rate: 25% → 3 modeled jobs
Average signed job value: $12,000

$36,000 modeled monthly gross contract value at risk

24 × 50% × 25% × $12,000. Remove callers who were already recovered before treating the estimate as an unresolved gap. Analyze repairs and replacements separately.

02 · Find process gaps

What this example would prompt us to check

Ownership: does every eligible missed caller have a named follow-up owner?
Coverage: is the after-hours response and callback window defined?
Disposition: does the record distinguish an appointment request from a confirmed inspection?

No gaps are assumed to exist at your company. Verify them against your records before making a change.

Three fixes to consider first

1 · Assign

Give each missed call an owner

Deduplicate repeat callers. Separate spam, vendors and existing customers. Assign eligible new opportunities and record the first useful response.

2 · Respond

Set an after-hours next step

Agree which calls get acknowledgment, an available appointment or a staff callback. Use only service and escalation promises your team can fulfill.

3 · Confirm

Close the loop in your records

Record qualified conversations, confirmed inspections, signed jobs and collected payments separately. Investigate missing outcomes instead of counting them as wins.

Your review worksheet

Choose one recent 30-day period. Keep homeowner names, phone numbers and call recordings in your own approved systems; use aggregate counts here.

Measure	Your count / finding	Evidence to check
Unique missed callers	________	Call log, with repeat attempts removed
Eligible new roofing opportunities	________	Service area, job type and caller reason
Opportunities still awaiting a next step	________	Follow-up owner and disposition
Time to first useful response	________	First inquiry and response timestamps
Confirmed inspections	________	Calendar confirmation, not a requested slot
Signed jobs / collected revenue	________ / ________	Contract / payment records; count separately

Calculate with your numbers

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