How to Qualify Roofing Leads Before You Send a Truck

Check one: decision authority

Confirm you are speaking to the property owner or an authorised decision maker, and whether a second decision maker needs to be present. A quote delivered to one spouse who then has to re-sell it internally closes at a fraction of the rate.

Ask directly and early. It takes fifteen seconds and it protects the whole appointment.

Check two: location

Match the property address against the exact areas you serve, not the general metro. Route density is a profit lever: an estimator who stays within a twenty-minute radius runs significantly more inspections per day.

Check three: roof reality

Capture roof age where the homeowner knows it, the material, the symptom they observed and whether a storm event was involved. This tells your estimator what to prepare and whether the opportunity is repair or replacement scale.

It also filters out enquiries that are really about gutters, siding or a landlord dispute.

Check four: timeline and intent

'When would you like this done?' is the most predictive question in the intake script. A homeowner with a defined timeline behaves fundamentally differently from one who is idly curious.

Record the answer verbatim on the appointment. It lets your rep open the conversation where the homeowner already is.