About the position
• Monitor new leads coming in through Roofr
• Track lead status to ensure no leads are missed
• Call homeowners for new lead intake, collecting details such as roofing type, material preferences, and information needed to prepare estimates and proposals
• Follow up on past leads that have not responded
• Create estimates and proposals using templates
• Send proposals to homeowners
• Create job folders in Roofr
• Upload and organize job documents in the correct folders
• Use Google Docs for templates and shared access
Responsibilities
• Monitor new leads coming in through Roofr
• Track lead status to ensure no leads are missed
• Call homeowners for new lead intake, collecting details such as roofing type, material preferences, and information needed to prepare estimates and proposals
• Follow up on past leads that have not responded
• Create estimates and proposals using templates
• Send proposals to homeowners
• Create job folders in Roofr
• Upload and organize job documents in the correct folders
• Use Google Docs for templates and shared access