New Lead Intake Form

Please use the form below to enter a new lead into our system and schedule an appointment.

Step 1: Answer The Call

Hi! Thanks for calling RoofTek where we deliver Expert Quality, how may I help you today?

Step 2: Choose The Type Of Call

Type of Phone Call

Make Sure To Select Production For This Form

Step 3: Complete The Follow Information

First Name *

“May I have your first name?” → (Type First Name)

Last Name *

“And your last name?” → (Type Last Name)

Inbound Caller ID Phone Number *

“I see your number as [caller ID]. Is that the best callback number?”

Desired Call Back Number (if different from inbound number)

“What’s the best number to reach you?”

“What’s the best email for confirmations and photos?” → (Type Email)

What is the preferred contact method? *

Phone Call

SMS

“Do you prefer phone, text (SMS), or email for updates?”

Address

Street Address *

“Can I get the service address where the roof is?” → (Street Address) *Look inside the service areas map to check if within the service area*

City *

“City?”

State *

“State?”

Country

“Country?”

Postal code

“ZIP code?”

Customer Project Information

What Type of Project Is This? *

Roof Replacement

Roof Repair

“Is this a roof replacement or a roof repair?” → (Select one)

Please share more about your project *

“Briefly, what’s going on with the roof or what you’re hoping to get done?”

About how old is your roof?

“About how old is the roof?”

Are you aware of any damages or leaks to your roof?

“Have you noticed any damage or leaks?”

Have you contacted your insurance provider yet?

Yes

“Have you contacted insurance yet about this?” If Yes: “Do you have a claim number yet?” (enter in Notes) If No: “No worries—your project manager can advise next steps.”

INTERNAL: Call Notes *

(Use bullet shorthand; include urgency flags) Symptoms: leak / missing shingles / wind / hail / age / warranty / other Location details: single-story / steep pitch / access notes Insurance: carrier / claim # (if any) Photos: requested/received Urgency: Active leak? Y/N

How did you hear about us?

“Quick question—how did you hear about RoofTek? (Google, LSA, referral, social, yard sign, truck, etc.)”

Choose which RoofTek Location this is for *

“Is this for our Utah team or Florida team?” (Select location)

1st Preferred Appointment Time

“I have availability on [Day, MM-DD-YYYY @ HH:MM AM/PM]. Does that work?”

2nd Preferred Appointment Time

“If not, a backup time is [Alt Day/Time]. Which do you prefer?” Set expectation: "My manager will call/text/email you and confirm which appointment we have you booked for" “Your RoofTek specialist will call 30 minutes ahead, take photos, and walk you through options. The visit is typically 30–60 minutes.”

Who Is Submitting This Form *

(Select your name)