Rafter Elite
The roofing CRM with every tool built in.
Zero duct tape.
From first inquiry to fifth rebooking, Rafter Elite connects the tools that actually book appointments — scheduling, lead pipelines, two-way messaging, ad management, reviews, and automation. We layer in our automation library and consulting, and meet the tools you already use where they are.
AI where it helps. Humans where it matters.
We use AI to cover the after-hours and the repetitive — answering calls and messages when you're closed, fielding common questions, and prepping lead context — so your estimators’ time goes to roofs and homeowners.
Your 24/7 AI receptionist.
Voice AI answers inbound calls when your office can’t — after hours, mid-storm-surge, or when every line is busy — and takes real action so nothing falls through the cracks. It greets homeowners naturally, checks your live calendar, books inspections, creates contacts, and triggers follow-up workflows mid-call.
- 200+ voices with full control over tone, language, pace, and personality.
- Outbound callbacks within seconds of a form fill — while the homeowner is still standing in the yard looking at the roof.
- Voice AI Chat Widget embeds on your site — visitors speak to your AI agent live in their browser.
- Pennies per call. Works on LC Phone and Twilio numbers.
Instant answers on every channel.
Conversation AI is a text-based AI agent that lives on your website chat and across every messaging channel — SMS, Instagram DMs, Facebook Messenger, and WhatsApp. It answers questions, qualifies leads, books appointments, and escalates to your team when a human touch is needed.
- Trained on your data — documents, FAQs, service descriptions, and website content via web crawler.
- Qualifies leads by damage type, insurance carrier, urgency, and address — then routes to the right pipeline stage.
- Suggestive or fully automated — your call, per channel.
- Unified inbox — every conversation in one place, regardless of channel.
AI Workflow Builder
Describe what you want in plain English: “When a storm damage lead submits the contact form, send a confirmation text in 30 seconds, wait two hours, send an email with financing options, and if no booking happens within 48 hours, trigger a Voice AI call.” The AI builds the complete workflow — triggers, actions, delays, IF/THEN logic — automatically.
Try the AI workflow builderFunnel & Website AI Builder
Generate full landing pages and booking funnels from a single prompt. Describe your offer — “Create a landing page for our free hail damage inspection in Tampa, with a qualification form and a Voice AI chat widget” — and the AI produces the page, the form, the automation, and the ad copy, all linked.
Build a funnel with AIContent AI
On-brand copy in seconds. Generate email campaigns, SMS, social posts, ad copy, and Google Business Profile posts — before/after captions, storm alerts, seasonal maintenance reminders, hurricane-prep series. Trained on roofing language — ice dam, ridge cap, flashing, ACV vs. RCV, supplement, adjuster walk — not generic home-services filler.
Try Content AIReputation AI
Auto-drafts and responds to every Google and Facebook review in your brand voice, and flags negative reviews for a human before anything posts. Review requests fire at the moment that actually works — right after final payment.
See Reputation AIEvery lead. Every stage. One record.
CRM & Lead Pipelines
Kanban pipelines that mirror the real roofing sales flow: Lead → Inspection Scheduled → Estimate Sent → Contract Signed → Job Scheduled → In Production → Final Invoice → Review Requested → Maintenance. Every call, text, email, photo, estimate, and invoice attached to one record.
Call Tracking & Recording
Every inbound call recorded, transcribed, and attributed to its source — Google LSA, Facebook, Angi, or a yard sign with its own tracking number. You will know, in dollars, which source actually makes the phone ring.
Tracking & Analytics Dashboards
Live dashboards for revenue, pipeline velocity, close rate by estimator, lead-source ROI, call volume, review rating trend, no-show rate, and time-to-first-touch — answering “what is actually working?” in dollars.
Fill the calendar without playing phone tag.
Scheduling, Booking & Appointments
Homeowners book inspections from your website, Google Business Profile, Facebook page, or an emailed link. Calendars sync with Google, Outlook, and iCal. Round-robin assigns by zip code, estimator availability, or lead type — retail, storm, or commercial.
Missed Call Text-Back
When a call goes unanswered, Rafter Elite fires a branded text within seconds: “Sorry we missed you — can we help with a roof repair, replacement, or storm damage inspection?” That single text recovers calls that would otherwise disappear — because 85% of callers who reach voicemail never call back.
Reach the right homeowner on the right channel.
Email Marketing & Campaigns
Drag-and-drop builder with segmentation, A/B testing, and automated sequences. Run storm campaigns, seasonal maintenance reminders, financing promos, and long-horizon nurture for the homeowner who is still getting three bids.
Two-Way SMS & Messaging
Text homeowners directly — confirmations, estimate reminders, follow-ups, claim status. They reply and the conversation continues in your unified inbox. SMS sees 98% open rates vs. 20% for email (Gartner).
Broadcast Campaigns
Send targeted campaigns across email, SMS, and Messenger from one screen. Segment by job type, zip code, roof age, insurance carrier, maintenance-plan status, or any custom field — so a hail alert only goes to the neighborhoods that got hit.
Ad Manager
Launch and manage Google and Meta ads with AI-generated creative. Track cost-per-booked-estimate and cost-per-signed-contract — not just cost-per-click.
Automation Workflows
A pre-built library of roofing automations you turn on in minutes: new lead nurture, estimate follow-up, post-inspection follow-up, contract-signed onboarding, final-invoice review request, 12-month maintenance reminder, dormant reactivation, insurance-claim status updates, and crew standup notifications.
The day-to-day tools that keep a roofing company running.
Reputation Management
One dashboard across Google, Facebook, Angi, BBB, and Yelp. Requests fire automatically on final payment, and a negative-review filter routes private feedback to a team member before it reaches a public profile.
Document Signing
E-sign contracts, contingency agreements, change orders, and final scope-of-work inside the customer record — on the driveway, on a phone. No separate DocuSign subscription.
Funnels & Landing Pages
Drag-and-drop or AI-generated pages for storm campaigns, hail-hit zip-code microsites, financing promos, and commercial lead capture. Forms drop straight into the right pipeline.
Memberships & Maintenance Plans
Sell annual roof tune-up memberships at $199–$399/year with automated billing and renewal reminders. Recurring revenue that smooths the feast-or-famine cycle, gets you back in the attic once a year, and holds the door for the next full replacement.
Invoicing & Payments
Send invoices, accept ACH and card payments, collect deposits, set progress billing on larger jobs, and reconcile with QuickBooks — all tied to the customer record.
Affiliate Manager
Track and pay referral fees to your best homeowners, real estate agents, insurance adjusters, and property managers. Referral work is the cheapest lead you will ever buy — this makes it systematic instead of accidental.
Scattered tools vs. one connected engine.
Everything you need to fill your calendar.
Every capability in one connected engine — plus our automation library and consulting. One predictable fee, pay-to-use for the messaging and AI you actually use. No long-term contracts.
Social Media Planner
Schedule to Facebook, Instagram, Google Business Profile, LinkedIn, and TikTok from one dashboard. Use Content AI for captions on the before/after shots your crew already takes. No more logging into five apps.