Explore the Summit Roofing demonstration at your own pace. Follow the six short steps below to experience the homeowner journey, lead qualification, owner dashboard and revenue-recovery workflows.
Customer records, phone numbers, testimonials and dashboard metrics are sample data. Leads and bookings are stored locally in your browser. The assistant is scripted; live AI, real phone/SMS/email delivery, external CRM sync, weather triggers and roof-photo diagnosis are not connected in this demo.
Use fictional information only. You can explore the same workflow more than once; the dashboard reflects activity saved in this browser.
Explore the public roofing website as a homeowner would. Review the service pages, inspection request and contact journey.
Open the assistant and try: “I have a roof leak”, “How does an inspection work?” or “I am considering a roof replacement.” Answer its questions using fictional details.
Use made-up contact details and a supported demo ZIP code. Submit a repair, replacement or storm enquiry.
Open the dashboard and inspect Overview, All Leads, Lead Details, Conversations, Follow-ups and Analytics.
In the dashboard, choose Revenue Recovery. Run the Missed-call Recovery, Unbooked Estimate Follow-up and Storm Lead Prioritization demonstrations.
Open Follow-ups to inspect the Day 0, 1, 3 and 7 draft sequence. Open Appointments and try a sample inspection slot.
These are workflow demonstrations—not guaranteed revenue outcomes.
Show how a missed enquiry can become a callback-ready record, with a response draft for the team to review.
Show how an estimate that has not converted can receive a structured follow-up plan rather than being forgotten.
Show how urgent storm-related enquiries can be highlighted for faster human review and response.
No. This demo stores records in the browser's local storage on the device where you test it. It is not a live company CRM.
No. Message previews and follow-up stages are simulated. Production deployment requires approved phone, SMS and email providers and customer consent workflows.
You may be able to attach a photo to the demo conversation, but visual AI analysis is not connected. A production version would need a suitable vision service and clear safety limits.
No. The system is designed to help capture, organize and follow up on opportunities. Actual booked jobs and revenue depend on enquiry volume, service area, pricing, response quality and the sales process.
The workflow is adapted to the contractor's website and operating process, then connected to the selected phone, CRM, calendar, email/SMS and reporting services. Scope, provider costs, permissions and data handling are agreed before launch.
When you have finished testing, request a walkthrough to discuss your current lead handling process and the integrations your team would need.