BSB365 will review missed calls, the estimate process, follow ups, invoicing, payments, and pipeline visibility to identify your top revenue leaks and provide you with a prioritized 90 day action plan.
No pressure. No obligation. Built for roofing contractors.
BSB365 will review missed calls, estimates, follow ups, invoicing, payments, and pipeline visibility to identify your top revenue leaks and provide you with a prioritized 90 day action plan.
No pressure. No obligation. Built for roofing contractors.

problem
Roofing companies do not always need more leads. Sometimes they need a better system for converting the opportunities they already have.
Calls go unanswered
Inspections are booked too slowly
Prepares professional draft estimates for your team to review and approve.
Follow up stops after the estimate
Invoices remain unpaid
Management cannot clearly see what is happening in the pipeline
THE BSB 365 SYSTEM
BSB 365 connects the parts of your roofing operation where revenue is most likely to get delayed or lost.
24/7 lead capture
AI call answering
Lead qualification
Call summaries
Website and social inquiries
Immediate response
Lead qualification
Inspection scheduling
Appointment reminders
Automated follow up
Estimate preparation
Team approval
Estimate follow up
Invoicing
Payment reminders
Lead updates
Call summaries
Pipeline visibility
Follow up status
Revenue visibility
How It Works
Calls, texts, web forms, social inquiries, and other lead sources enter the system.
The system captures the prospect, collects job information, qualifies the opportunity, and moves the lead toward the appropriate next step.
Qualified prospects can move into scheduling while confirmations and reminders happen automatically.
Estimate follow up, communication, invoicing, payment reminders, and internal visibility continue after the initial conversation.
Start the demo and experience exactly how BSB-365 works inside a real business environment.
Enter your business details
Call the demo number
Interact with the AI assistant
Receive messages and a sample estimate
See everything happen live
See what your business is missing — in minutes.
Answers calls instantly and professionally, 24/7.
Captures key information and filters serious prospects.
Books appointments automatically without back-and-forth.
Sends professional estimates instantly after the call.
Ensures no lead is forgotten or ignored.
Get clear updates without reviewing long conversations.
Results
A smarter system for capturing leads, closing jobs, getting paid, and improving revenue visibility.
Reduce the number of roofing leads lost because nobody answered or responded quickly enough.
Move qualified prospects into scheduling without unnecessary back and forth.
Keep estimates and open opportunities moving without depending entirely on manual reminders.
Create a more consistent process between completed work, invoices, reminders, and payment.
Know where leads, estimates, jobs, invoices, and follow ups stand without chasing information across multiple systems.
Testimonials
ROOFING REVENUE SYSTEMS
Choose the level of revenue support that fits your roofing company. Your Roofing Revenue Audit can help identify which system makes the most sense for your business.
/ month
/ month
For roofing companies that need better online lead capture.
Online lead capture
Website & social inquiries
Lead organization
Basic lead notifications
Instant lead alerts
Lead source tracking
/ month
/ month
For roofing companies that want AI assisted lead response, qualification, scheduling, and follow up.
AI assisted lead response
Lead qualification
Inspection scheduling
Appointment reminders
Automated follow up
/ month
/ month
For roofing companies that want the revenue process connected from lead through estimates, invoicing, and payment follow up.
Estimate preparation
Estimate follow up
invoicing
Payment reminders
Revenue process visibility
| Feature | Roof Capture | Roof Convert | Roof Revenue Ops |
|---|---|---|---|
| Monthly price | $99 | $297 | $495 |
| Setup fee | $0 | $199 | $199 |
| All roofing locations | Included | Included | Included |
| English + Spanish | Included | Included | Included |
| Bilingual Lead Capture Bot | Yes | Yes | Yes |
| Roofing Call Answering AI | — | Yes | Yes |
| Job Scheduling & Calendar Booking | Yes | Yes | Yes |
| Roofing CRM Automation | Light | Full | Full |
| Social Lead Messaging | — | Yes | Yes |
| Instant Roofing Estimates | — | — | Yes, with team approval |
| Invoices & Text to Pay | — | — | Yes |
| Contract & Warranty Management | — | — | Yes |
AI voice minutes and SMS overages billed separately. Payment processing fees billed separately. Reputation Management sold as an add on. Fair use communication policy applies.
Pricing
Plans built for roofing companies of every size. Choose the system that fits how your team actually works.
🏠 All locations included |
🌎 English + Spanish built in |
📅 Calendar connected workflows
🎉 Launch Promo: Setup Fee Waived!
/ month
/ month
Setup fee: $0
✓ Limited time launch: setup waived
Website chatbot that captures, qualifies, and books leads into the calendar.
Bilingual website chatbot
Calendar booking + CRM routing
All locations included
English + Spanish flows
Basic lead management
Invoice and payment follow up automation
Chatbot only. Voice AI phone answering is not included in this tier.
/ month
/ month
Setup fee: $199
✓ Limited time launch: First 30 days free
Bilingual Voice AI that answers, qualifies, books, and follows up across every location. $199 Setup Fee.
Voice AI call answering (English & Spanish)
Booking, reminders & CRM automation
All locations included
Calendar connected workflows
Social lead messaging
AI voice minutes and SMS usage are billed separately under fair use policy.
/ month
/ month
Setup fee: $199
✓ Limited time launch: First 30 days free
Lead to cash system with approval based estimates, invoicing, and payment follow up. $199 Setup Fee.
Everything in Convert
Draft estimates for team approval
Invoicing, text to pay & contracts
Contract & document management
Automated payment follow up
Revenue recovery
Chatbot only. Voice AI phone answering is not included in this tier.
All locations
English + Spanish flows
Calendar connected workflows
Platform access + managed service
Payment Follow Up
Two Way Texting
Reporting & Analytics
No Long Term Contracts
| Feature | Roof Capture | Roof Convert | Roof Revenue Ops |
|---|---|---|---|
| Monthly price | $99 | $297 | $495 |
| Setup fee | $99 | $199 | $199 |
| All roofing locations | Included | Included | Included |
| English + Spanish | Included | Included | Included |
| Bilingual Lead Capture Bot | Yes | Yes | Yes |
| Roofing Call Answering AI | — | Yes | Yes |
| Job Scheduling & Calendar Booking | Yes | Yes | Yes |
| Roofing CRM Automation | Light | Full | Full |
| Social Lead Messaging | — | Yes | Yes |
| Instant Roofing Estimates | — | — | Yes, with team approval |
| Invoices & Text-to-Pay | — | — | Yes |
| Contract & Warranty Management | — | — | Yes |
AI voice minutes and SMS overages billed separately. Payment processing fees billed separately. Reputation Management sold as an add-on. Fair-use communication policy applies.
Your Roofing Revenue Audit reviews the points between a new inquiry and collected payment to identify where opportunities may be getting delayed, forgotten, or lost.
✓ Lead response and inspection booking
✓ Estimate and follow up process
✓ Invoicing, payment follow up, and pipeline visibility
No obligation. No purchase required. Built specifically for roofing contractors.
Choose the system that fits your business — and start capturing more leads, booking more appointments, and closing more deals automatically.
No contracts. Cancel anytime.
AI Call Answering (Basic)
Missed Call Text-Back
Basic SMS Notifications
Simple Appointment Scheduling
Limited Automation • No Social Messaging • No Estimates
Complete system as shown in the demo.
CRM & Lead Automation
Social Media Messaging
SMS & Email Follow-Up
Full Scheduling & Reminders
Automate estimates, invoicing & payments.
Instant Estimates
Payment Follow-Up
Invoice & Text-to-Pay
Contracts & Documents
Call Answering
Appointment Scheduling
CRM & Automation
Social Messaging
Estimates & Payments
Most businesses choose Convert for full lead automation.
Every missed call is a missed opportunity. Get started today!
Roofing Contractors
Roof Replacement
Storm Restoration
Commercial Roofing
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