Job Description
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 Apply tot his job
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