Roofing estimate follow-up on day 6, drafted by an AI employee
Quick answer
A good roofing estimate follow-up on day 6 answers the homeowner's open question, offers a second option, and gives two times to walk through the inspection. In Omni Studio, Cody, the AI employee for sales and estimates, drafts it from the estimate and the inspection notes. Sending it, and any change to the price, waits for the owner.
A roofing estimate follow-up is the message a homeowner gets after the estimate when no reply has come. Many go out late or say only "just checking in." This one was written on day 6 by AI employee Cody, and the owner approves it before it sends.
We set up the workflows described here around your records, tools, and approval rules during Custom Build or Enterprise setup. Custom workflows are not included in the Pilot. The examples illustrate the steps; we agree on the scope with you before using live records.
Illustration with sample data. This is a walk-through with sample data. The business, the people, and the numbers are made up to show how the job works in Omni Studio. It isn't a customer story.
This one was written on day 6 at a fictional company, Tamsin Hollow Roofing, by Cody, the AI employee for sales and estimates. Dee owns the company and approves the work.
- Day 2 The first follow-up goes out.
- Day 6 Cody drafts the second one, with a new option.
- Day 6 At 8:31 a.m. Dee edits the time and approves.
- Day 12 The next follow-up is scheduled as a draft that waits for approval.
What came in?
No reply came in. The follow-up schedule flagged an estimate that had gone quiet:
| Field | Sample value |
|---|---|
| Homeowner | Elena, 12 Linden Court |
| Estimate | Full replacement, architectural shingles |
| Sent | Six days ago, by email |
| Opened | Twice, the last time two days ago |
| Replies | None since sending |
| Follow-ups so far | One, on day 2 |
What did the AI employee read for the roofing estimate follow-up?
Cody opened five records before drafting:
| Record | What it showed | How it shaped the draft |
|---|---|---|
| The estimate | Line items, the shingle line, and the price | The draft refers to the right job |
| The inspection notes and photos | The damage is on the two north slopes. The south slopes are worn but sound | It makes a second option possible |
| Elena's emails | Before the estimate, Elena asked whether the whole roof needs replacing. Nobody had answered that in writing | The draft answers that question first |
| The price list | Tamsin Hollow's own prices per square and per slope | Any second option must come from it |
| Insurance status | Elena mentioned a claim but no adjuster visit is booked yet | The draft avoids coverage. That's Dee's conversation to have |
What did it draft?
Cody drafted a short email that answers Elena's question first, adds a repair-only option for the two north slopes, and offers two times for Dee to walk through the photos. The draft is on the card below.
Option 1, on the estimate already
Full replacement
- Architectural shingles
- Price not lowered
Option 2, new in the draft
Repair-only, two north slopes
- Priced from Tamsin Hollow's own price list
- Uses the inspection measurements
Cody did not lower the price of the full replacement. A homeowner who doubts the scope usually needs the scope explained.
What waited for the owner, and why?
Two things waited for Dee: sending the email, and adding a new option with a new price to the estimate.
In Omni Studio, sending, spending, signing, and changing records wait for approval by default. Dee read the card, changed "Saturday at 10 a.m." to 9 a.m., and approved. The edit and the approval were logged.
What happened after approval?
The email went out from Dee's own account. The estimate now shows both options, and the next follow-up is scheduled as a draft for day 12, which will wait for approval like this one.
| When | Action | Approved by |
|---|---|---|
| Day 6, 8:05 a.m. | Follow-up and repair-only option drafted by Cody | Waiting |
| Day 6, 8:31 a.m. | Saturday time edited; email approved | Dee |
| Day 6, 8:31 a.m. | Email sent; estimate updated; day 12 draft scheduled | Dee's approval at 8:31 a.m. |
Could this go wrong, and what stops it?
Say Elena replies with a lower quote from another roofer. Cody doesn't match it. If Elena attached the quote, Cody reads it and drafts a note for Dee that compares the scope.
The note checks whether the other quote includes these items, all of which the inspection notes call for:
- Tear-off
- New underlayment
- Ice and water shield at the eaves
- Replacing soft decking
It then drafts two replies for Dee to choose from: one that explains the scope difference, and one that offers the repair-only option again. Any price change is Dee's decision, and the draft says so.
For the full follow-up schedule, read estimate follow-up automation for contractors.
The customer follow-up guide for contractors covers the rest of the customer's path, from first call to review. The roofing inspection use case shows how inspection requests come in.
Frequently asked questions
When should a roofer follow up on an estimate?
Set a schedule you can keep, such as a first check-in a couple of days after sending, a second around day 6, and a last one later. The day matters less than the content: each follow-up should answer the homeowner's open question. In Omni Studio, you set the schedule and approve each draft.
Will the AI employee change my price?
No. It can draft a second option from your own price list, but adding it to the estimate and sending it wait for your approval. It never discounts or matches another quote on its own. It lays out the scope and asks you.
Does it handle insurance claims?
No. It can note what the homeowner has said about their claim and remind you when an adjuster visit is due, but it doesn't advise on coverage or deal with the insurer. Those conversations stay with you.
Can it answer the calls that come in from a follow-up?
Yes. AI phone answering is available in Omni Studio. AI employee Mia, the chief of staff, answers calls on your own number and passes estimate questions to Cody's follow-up as a note on the record.
Sources
- https://omni.studio/pages/estimate-quote-follow-up
- https://omni.studio/pages/home-services-industry
- https://omni.studio/pages/custom-build
- https://omni.studio/pages/pricing
Setup and plan information checked on October 20, 2026. Examples are illustrations, not customer results.
