Lead qualification
How Roof AI collects deeper lead data automatically, and where that data shows up.
Leads, routing, and reporting
Capture leads, route them, and connect your tools.
Lead routing overview
Explains how Roof AI delivers leads, what each option enables, and how to choose the right routing approach for your team.
Lead notification emails explained
Breaks down the two main reporting touchpoints and what each email type means, including which tiers receive which notifications.
Lead types explained
The lead intent categories Roof AI uses and how they map to follow-up and routing.