Roofing

How to Choose a Roofing Appointment Setting Company

Choose a roofing appointment-setting company by what it puts in writing, not by a sales pitch. Ask whether inspections are guaranteed in writing or just dialing hours, whether they are exclusive to you, what is bundled into the price versus billed on top, and how DNC and TCPA compliance are handled. A provider that cannot answer all four plainly is a provider to keep looking past.

Is it a written guarantee, or just dialing hours?

Ask whether you get a specific number of qualified inspections in writing, or only a promise of dialing activity. Dialing hours put all the risk on you, a written guarantee puts the provider on the hook for a result. Call Savvys guarantees 10 to 20 qualified inspections per dedicated caller a month, in writing.

Are the inspections exclusive to you?

Ask directly whether every booked inspection is yours alone, or sold to multiple roofers at once. Shared storm leads get sold to several contractors racing for the same homeowner. A dedicated caller working your list books inspections that exist only for you.

What is included versus billed separately?

Compare the full monthly cost, not just the headline rate. Ask whether the dialer, QA, and CRM are bundled or extra, and whether data is included or an add-on. Call Savvys bundles the caller, dialer, AI-plus-human QA, and the free Pipelio CRM into one price, with data as the only add-on at $0.03 per record.

How is DNC and TCPA compliance handled?

Ask how lists are scrubbed and whether calling windows are enforced. Lists should be checked against the National Do Not Call Registry and applicable state lists, with dialing kept inside legal local-time hours. See roofing cold calling compliance for the full picture. This is general information, not legal advice.

The questions to ask before you hire

Run this checklist past any provider before you sign.

  • Do you guarantee qualified inspections in writing, or only dialing hours?
  • Are inspections exclusive to me, or shared with other roofers?
  • What is bundled into the price, and what gets billed on top?
  • Do you handle storm-area lists as well as retail?
  • How fast do you replace an underperforming caller?
  • How is DNC and TCPA compliance handled?

See pricing for what each managed tier includes.

Frequently asked questions

Ask whether they guarantee qualified inspections in writing or only dialing hours, whether inspections are exclusive to you, what is bundled into the price versus billed separately, whether they work storm-area lists as well as retail, how fast they replace an underperforming caller, and how DNC and TCPA compliance is handled.
They can be if you can respond within minutes, since shared leads are sold to more than one roofer who then race for the homeowner. Exclusive inspections booked by a dedicated caller cost more per unit but do not put you in that race.
Austin Rice
Austin Rice
Cofounder, Call Savvys

Austin Rice cofounded Call Savvys in 2022. His team places 10,000+ cold calls a day for 400+ real estate operators, so the playbooks here come from live campaigns, not theory.

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