Roofing
Keep survey, scope and quote decisions from going quiet.
A visible path from a roofing enquiry through the information and approvals needed for a clear proposal.
The working problem
The working gap.
A roofing enquiry can need site information, a visit and a scoped estimate before a customer can decide. Consider a request waiting for photos, then a completed survey waiting for the quote. Without distinct states, both may look like the same open lead.
If the next step is unclear, customer decisions and team planning can be delayed. A recovery case depends on genuine project demand, margin and available installation capacity.
Illustrative workflow · not a customer result
- Capture the enquiry and information required
- Assign survey or assessment responsibility
- Record missing scope details
- Issue the authorised current quote
- Track customer questions, decision and scheduling dependency
What Sunlit changes
A defined change.
- Clear survey-to-quote stages
- Ownership of missing information
- Relevant follow-up tied to the current scope
Selected enquiry and quoting handoffs; surveys, roof condition, structural assessment and work estimates remain your responsibility.
How we check it
Measure the change.
- Survey records awaiting a quote
- Time between survey and proposal
- Quotes with recorded customer decisions
Start with this question: Can you distinguish a request awaiting a survey from a surveyed job awaiting a quote?
Clear boundaries
Scope and evidence.
- No roof inspection or structural advice
- No assumption that larger quotes are automatically profitable
- No guaranteed approval or start date
Implementation depends on authorised access, system compatibility, lawful contact and an agreed scope. We do not guarantee revenue or jobs.
Start here
Find the gap worth fixing first.
Tell us where work stops moving. We’ll assess the fit and recommend what to check next. No technical specification required.