1. Try a planning tool
Plan your storm-week call coverage →
Use your own operating assumptions. A planning result is a discussion aid, not a live configuration or a performance guarantee.
2. Read a practical guide
3. Work through an example
Read the full worked example: sample intake, decisions and exception paths →
Fictional planning example—not a customer result. A homeowner reports missing shingles after a storm and wants an inspection.
Capture the address, reported issue and contact details. Check the service area and approved inspection availability, and follow the contractor’s human-escalation rules for urgent concerns. Do not diagnose damage or promise insurance coverage.
Write down the information to collect, the next-step owner and the unavailable-recipient fallback. Bring those choices to a setup discussion.
Homeowner demos, organized by question
- What might a roof style look like?
- Which roof component am I looking at?
- How does water move off a roof?
- Which observations should I discuss with a contractor?
- What questions should I ask about project stages?
- What details should a written proposal explain?
Contractors can use these examples to discuss customer education and intake. A production version needs its own approved scope and follow-up process. Explore all homeowner examples →
Bring your next-step plan.
Tell us which scenario you worked through, the questions you need answered and who should receive the handoff.
Discuss your workflow →