1. Keep your number. Choose which calls reach Riley.
Your customers keep calling the business number they already know. You forward calls to Riley through your phone service. She can answer every forwarded call, or you can pick up first and send only the calls you miss.
During setup, tell us how you want calls handled. Forwarding options depend on your phone provider, so confirm the forwarding settings for your line before switching them on.
2. Riley collects the roofing lead details.
Riley uses your company’s greeting, service area and intake questions. She asks what the caller needs, collects their contact details and availability, and identifies urgency using the guidance for your business.
- Leaks and storm damage: capture the problem and flag a call that needs prompt attention.
- Estimates and repairs: gather enough context for your follow-up.
- Other calls: pass along callback requests, invoices and business messages.
She gathers information rather than booking an appointment. You make the commitments to the customer.
3. Get a lead summary by text.
The recap gives you the caller’s details and a clear indication of the type of call. Open the lead page to see the conversation, listen to the recording and review when the caller is available.
Explore a sample roofing lead. The sample inbox uses example calls to show the workflow; it is not a customer testimonial.
No CRM migration is required. The handoff is a text recap and lead page, so you can follow up using your existing process.
4. You make the callback.
Review the lead and call the homeowner back. You decide whether the job fits, what to quote and when to visit. Confirm important details with the caller: AI can occasionally mishear or summarize imperfectly.
Text delivery depends on the mobile carrier and can be delayed. For service or delivery questions, email info@palmeranswers.com. Palmer Answers is not an emergency service; see the service limitations.
What to have ready for setup
- Your company name, greeting, services and service area.
- The questions you want Riley to ask and what your team considers urgent.
- The phone number that should receive lead alerts.
- Your phone provider’s forwarding settings.
See the $149/month plan and $99 setup details, or talk with us about your call flow.
Try the live demo →