The leads are already paid for. The estimates are already written. Surge makes sure both get worked.
Instant lead response, estimate follow-up until it books or says no, review requests on every closed job, and one page with the whole company on it, built inside JobNimbus, ServiceTitan, or the CRM you already run.
Basis for the label. Surge built lead response, estimate follow-up, review requests, an owner dashboard, and six city pages inside a $5M+ Arizona roofing company's existing CRM.
- Storm season doubles the leads and halves the follow-up. Estimates go out, go quiet, and become somebody else's roof.
- Nobody can get to the phone when the whole crew is on a roof, and the homeowner hires whoever called back first.
- The owner and one or two partners personally source most of the pipeline, and the company cannot grow past them.
- Monday's numbers live in five systems and take half a day to assemble.
- Reviews arrive in bursts after somebody remembers to ask.
- Insurance jobs stall between the adjuster meeting and the signed contract because nobody owns the next call, and the homeowner assumes the other roofer is faster.
- Open estimates with no follow-up task on any of them. Inside one company: 62 of them, worth $769,596, the oldest 756 days old.
- Missed calls during install days
- Insurance jobs that stall between adjuster meeting and signed contract
- Referral and repeat work that nobody logs or asks for
- Follow-up living in the owner's head instead of the CRM
- Retyping between the CRM, accounting, and the supplier
- Weekend spreadsheet compiles for a number that is stale by Monday
Estimate follow-up
Every unsold estimate worked on a schedule the owner approved, in the company's voice, stopping the moment the homeowner replies.
Instant lead response
Every call, form, and text answered in seconds, day and night, with a call-back task for the office.
Review requests on every closed residential job
Automatic, timed well, with complaint-flagged jobs routed to a person first.
The owner dashboard
Leads, sold work, pipeline, and margin by branch on one page every morning, from the systems already in use.
Local visibility
City pages with real local detail and a Google Business Profile that reads as an active company.
- Estimate follow-up inside JobNimbus
- After-hours and instant lead response
- Missed-call text-back during install days
- Review request on job close
- Owner dashboard across five systems
- Storm-mode switch that changes the follow-up cadence
- JobNimbus
- ServiceTitanvalidate first
- GoHighLevel
- QuickBooks Online
- Google Business Profilevalidate first
- Twilio
- Estimate follow-up, missed-call text-back, or review requests: single automation, $2,000 to $5,000
- Lead capture plus follow-up plus pipeline reporting, or the owner dashboard: multi-tool build, $8,000 to $25,000
- Local visibility: the 90-day SEO and AI Visibility Sprint, $2,500 per month or $7,000 upfront
- The roofing figures on this site are the size of what Surge found and built, not revenue recovered. Recovered dollars are published when measured against the frozen baseline, and the case study says so.
- In the company Surge worked with, the owner and one partner personally sourced most of the pipeline, so any future claim about signed work has to account for them.
The estimates were written. Nobody was chasing them.
a $5M+ roofing company in Arizona
Delivered Surge projectMonday's numbers used to cost half a day.
a $5M+ roofing company in Arizona
Delivered Surge projectA text that was technically correct and practically useless.
a $5M+ roofing company in Arizona
Workflows
- Estimate follow-upDelivered build
- After-hours and instant lead responseDelivered build
- Missed-call text-backAvailable automation
- Review-request automationDelivered build
- Weekly KPI reporting and owner dashboardDelivered build
- Lead-to-close funnel reportingAvailable automation
- Invoice creation and receivables follow-upAvailable automation
Do you replace JobNimbus or ServiceTitan?
No. Everything is built inside the CRM your team already opens. A tool nobody opens is not a tool.
What happens during storm season?
The follow-up cadence has a storm-mode switch the owner can flip from a phone, so the sequence tightens when volume spikes and relaxes when it does not.
What did you actually deliver for the roofing company?
Instant lead response, estimate follow-up, review requests on job close, an owner dashboard across five systems, six city pages, and a storm-response playbook. Also one text message that was accurate and useless, which was turned off and is published on the case studies page.
Can you name the client?
Not yet. Written permission is not on file, so the site describes the company by shape and shows the arithmetic. The descriptor is locked in one place so it never drifts between pages.
Which CRM is this built in?
The delivered work lives in JobNimbus, using its native automations and open API. ServiceTitan and GoHighLevel are supported on the same workflows; ServiceTitan requires its developer-program approval first, which is confirmed on the Roadmap call.
Not sure which of these applies to you?
The Free AI Revenue Roadmap is a 30-minute call and a one-page document naming your three highest-value opportunities. You keep it either way.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.