Roofing quote form template
Roofing crews lose money twice on the wrong lead: once on the ad click, again on the truck roll. This flow front-loads the disqualifiers, ownership, roof age, service area, and captures the answer that changes the whole sale, whether an insurance claim is in play. It is the ZIP-and-ownership screening pattern straight from our sales calls with roofing operators.
Opens in the builder, ready to publish
Describe changes and AI rebuilds it your way
Open it on your phone. Links to the live demo funnel, not this page.
What's inside this template
Seven screening questions before any contact field, mirroring how a roofing estimator qualifies a call. Screening-first ordering is the same structure the 34% platform average is measured on.
- 1
Project type
Repair or full replacement, two jobs with different tickets and different buyers.
engagement_firstconditional_routing - 2
Property address
Autocomplete localizes the roof and lets service-area rules exclude out-of-footprint traffic.
address_autocompletezip_qualification - 3
Ownership status
Only owners can approve a roof. Renters filter out here, quietly.
buyer_qualification - 4
Timeline
Emergency-now versus planning-ahead routes to different follow-up speeds.
conditional_routing - 5
Roof type and age
Asphalt, metal, tile, plus age bands. Age past 15 years reads replacement; under 5 reads repair or warranty.
buyer_qualification - 6
Insurance status
Storm-damage claims change the payer, the price, and the pitch. This answer routes claim work to the crews built for it.
intent_captureconditional_routing - 7
Contact details, verified
The homeowner enters name, email, and phone once the roof is fully described, checks run live, consent above submit.
email_verifyphone_verifytcpa_consent
Built to deliver qualified leads
Same ad spend. Capture 2X the qualified leads. For roofing the doubling is mechanical: stop paying for renters and out-of-area clicks, and the same spend fills the schedule twice as deep. Across the platform, funnels with this screen-first ordering average a 34% conversion lift.
Truck rolls that close
Roof age, type, and project answers price the job before an estimator commits a morning to it.
Lead scoring →Claims to claim crews
Insurance-status routing sends storm work to the teams and buyers who work adjusters.
Distribution & routing →In-footprint, on the phone
Service-area screening plus live phone verification keeps the dialer inside the map and connected.
Lead verification →Roofing marketing notes
Handled by default in the template:
- Consent above submit naming the contractor or network placing the call
- TrustedForm and Jornaya certificates for leads sold into home-services aggregators
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Frequently asked questions
How does out-of-area filtering work?
The address answer runs against your service-area rules, and outside traffic can be declined, rerouted to a partner, or captured unbilled, your call per campaign.
What counts as a qualified roofing lead?
A qualified lead is one with a verified email, a verified phone, enriched data, and a Contact Score above your threshold, checked before the visitor leaves the page. Ownership and roof-age answers anchor the score for this trade.
Can storm-damage traffic get its own flow?
Yes. The insurance-status answer can branch into claim-specific questions or route straight to a restoration team.
Does it feed pay-per-lead roofing buyers?
Delivery integrations post each lead with the full screening file, which is what keeps per-lead pricing at the top of the range.
Go deeper on home services lead gen
Start capturing qualified roofing leads
Launch it over your service area, or generate a storm-season variant.