Built for the busy week

Storm Intake Readiness Assessment

When the calls stack up, crews need more than a ringing phone. Check the rules for service area, inspection requests, urgent issues, and job handoff.

Your answers stay in this browser. Nothing you select is saved or sent to us.

Three checkpoints connected in a planning path in Roofing Lead Data colors.

Your process, your answers

Find the rules that need attention.

Choose the answer closest to your current practice. The result puts missing rules first, then partially defined ones. It is a working checklist you can use without contacting us.

Area

Storm interest can arrive from outside your coverage.

Intake

The crew may need different details and owners.
Capture enough to decide the next step without asking the homeowner twice.

Urgency

Some situations should reach a person quickly.

Booking

Avoid promising availability the crew has not approved.

Handoff

A missed detail can force a second intake call.

Surge

Use the separate call-gap tool to size the capacity question.

How this works

A planning order you can inspect.

The method

Each answer marked “missing” appears before “partly defined.” Ties follow the question order shown above. The first three open items appear as priorities; all remaining items stay available in the result. There is no hidden score or industry benchmark.

The boundary

This is a worksheet based on your answers, not a weather or hail report. It does not confirm damage, coverage, insurance eligibility, or inspection availability. Your team must approve safety and scheduling rules.

Keep planning

Take the checklist into a real conversation.

Use the result with the people who own these decisions. The related pages explain the options and limits before you get in touch.

Map a roofing call flow →