Case study

From shared inbox to named owner for roof repair visits

Day to day with roof repair visits, ownership is no longer a matter of whoever happens to notice first.

Client
Rubber and felt flat roofing installer
Region
Green Bay, Wisconsin
Team
16 staff; one locally managed operation
Build window
20 working days from content approval

Where the site started

The starting point

Requests about roof repair visits landed in a shared inbox that several people watched between other duties. Nobody could see who had taken responsibility for what.

What it was costing the team

For roof repair visits, some inquiries got two answers and others got none. Vacation cover turned into a forensic exercise through the inbox before anyone dared reply.

What we built

Each request arrives with property location, visible concern and access availability, is assigned to a responsible person, and shows its follow-up state. Cover is arranged in advance, not discovered in a crisis.

The parts of the build

  • Assignment rules
  • Follow-up status
  • Backup owner
  • Internal request summary

20 working days, start to handover

20 working days after content approval, including staff review and handover.

  1. Day 0

    Content approved

    The clock starts when the rubber and felt flat roofing installer signs off the wording, not at the first call.

  2. The build

    Built to the approved content

    Assignment rules and follow-up status, built against the wording the team had already approved.

  3. Before launch

    Staff review

    The business's own staff review the work before anything goes live.

  4. Day 20

    Handover

    Live on the site, checked by the team, and handed over.

What changed

Day to day with roof repair visits, ownership is no longer a matter of whoever happens to notice first.

Book a demo
Roof repair visits messages always reached us. What they lacked was a name beside them, and now they have one.
Lydia BrookfieldCall handling supervisor, rubber and felt flat roofing installer, Green Bay, Wisconsin

Questions about this build

How long did this build take?

20 working days after content approval, including staff review and handover. On a new site, each plan sets its own launch window from the onboarding call: 7 days on Deck, 10 days on Ridge, 15 days on Peak.

Which plan includes this kind of work?

Every plan. Deck, Ridge and Peak all carry the features this build used. Plans start at $127 a month, with the $697 build fee invoiced only after the site is live.

Why is the business not named?

On purpose. The client is described as a rubber and felt flat roofing installer in Green Bay, Wisconsin (16 staff; one locally managed operation). We never publish a client's business name, logo or web address in a case study; the quote carries the name and role of the person who said it.

Could the same thing be set up on my roofing site?

If it fits how your office works, yes. The parts used here (assignment rules, follow-up status, backup owner, internal request summary) are built around your own services, towns and wording, not copied from another client. A demo walks through what it would look like for your business before you commit to anything.

Want this fixed on your site?

A live walk-through of the site you would get, in about 30 minutes. Plans from $127 a month, the $697 build fee invoiced only after launch.