Texas-first automation for roofing and storm restoration
Clear Automations builds storm lead capture, inspection booking, photo/document collection, insurance follow-up, and review workflows for Texas roofers who need speed without losing control of the customer relationship.
2 min
target storm callback task
8
demo workflows ready
100%
contractor-owned accounts
The leak is storm response
Hail and wind leads arrive in waves, and homeowners often talk to the first local roofer who responds clearly.
Inspection scheduling, photos, claim numbers, adjuster appointments, estimates, and contracts get scattered across calls, texts, and inboxes.
Storm follow-up gets messy fast, which lets out-of-area storm chasers look more organized than the local contractor.
The first build focuses on speed-to-inspection, documentation, and follow-up visibility. It does not diagnose roof damage, promise insurance approval, quote pricing, or replace contractor judgment.
Three phases. One storm pipeline.
Phase 1
Available now - demo workflow ready
Faster callbacks and more booked inspections
Setup
$3,500
Monthly
$450/mo
Timeline
2-3 weeks
The system routes and organizes leads. It should not promise claim outcomes, adjuster decisions, or repair pricing.
Phase 2
Ready after CRM and claim-process review
Fewer stalled claim and documentation steps
Setup
$2,500
Monthly
$650/mo
Timeline
2 weeks
This phase tracks documents and follow-up. It does not provide legal advice or interpret coverage.
Phase 3
Add after lead and claim flows are stable
More open estimates moved to signed work
Setup
$2,000
Monthly
$500/mo
Timeline
1-2 weeks
Review and SMS workflows require opt-in, unsubscribe language, and realistic frequency caps before production use.
Phase 1 can launch as a demo-safe workflow using business lead data. Production launch requires real phone, CRM, calendar, photo storage, and messaging rules to be reviewed first.
No claim-outcome promises
The automation tracks claim stages and follow-up; it does not promise insurance approval or coverage.
No roof diagnosis by AI
AI can collect context and route leads; inspection and damage assessment stay with qualified humans.
Homeowner privacy boundary
Do not collect payment cards, access codes, private notes, or full claim documents through public demo forms.
Contractor-owned pipeline
Designed to sit beside HubSpot, JobNimbus, Jobber, AccuLynx, Roofr, CompanyCam, or a simple spreadsheet pipeline.
Add to any phase
$750 flat
Document exactly how leads, inspections, claims, and estimate follow-up should move after a storm.
$1,000 flat
Create a homeowner-friendly checklist for safe photo collection and claim-status organization.
$1,000 flat
Turn completed roofing jobs into a consistent review request system with manager filtering.
Tools policy
The demo uses n8n as the automation backbone and can connect to the contractor-owned CRM, phone, calendar, photo storage, and messaging stack after access is approved.
Self-hosted n8n
Coordinates storm intake, callback queues, inspection scheduling, document reminders, review requests, and owner digests.
Retell AI (or approved voice agent)
Handles scripted lead capture and callback support without diagnosing roof damage or promising claim outcomes.
HubSpot or roofing CRM
Stores lead status, damage type, inspection stage, claim status, estimate stage, and follow-up tasks in the contractor's account.
Twilio, Telnyx, Resend, or Gmail
Used for production messaging only after sender identity, opt-in, and unsubscribe rules are configured.
AI claim advice
The demo does not tell homeowners what insurance will cover or how an adjuster will rule.
AI roof diagnosis
The demo does not diagnose hail, wind, leak, decking, flashing, or structural damage.
Unregistered bulk SMS
Production SMS campaigns need proper registration, opt-in records, and unsubscribe handling.
Hidden lead ownership
Clear Automations should not own the roofer's phone number, CRM, workflow exports, or homeowner list.
Illustrative results
| Metric | Today | Modeled System |
|---|---|---|
| Storm calls | Voicemail, owner cell, or scattered texts | Prioritized callback queue with inspection next action |
| Inspection booking | Manual calendar coordination | Qualified leads routed to inspection slots or dispatcher tasks |
| Claim follow-up | Status spread across inbox, phone, and memory | Claim stage and missing-document task list |
| Owner visibility | End-of-week guessing | Weekly digest of leads, inspections, claims, estimates, and failures |
This is a planning model, not a case study. Replace it with approved client numbers after a pilot.
Your CRM, phone number, inspection calendar, workflows, templates, and homeowner list stay in your accounts.
The workflow prioritizes storm calls, routes qualified leads, and keeps photo/document collection from becoming chaos.
The demo leans into local credibility, documentation, follow-up, and transparent handoff instead of pressure tactics.
Common questions
No. The system captures, prioritizes, and organizes storm leads so your team can respond faster and with better context.
Yes, as an intake and routing layer. It can classify leads, flag urgency, start photo/document collection, and create inspection tasks.
The first build can run beside those systems. Direct integrations depend on the platform, account access, and API/export options.
It can track claim status, remind homeowners about missing information, and surface stalled steps. It does not promise coverage or give legal advice.
Only business workflow information: company, contact, service area, tools, lead volume, storm lead source, and the biggest revenue leak.
Start with the storm lead lane
We will review your storm lead intake, missed-call handling, inspection booking, photo/document collection, claim follow-up, estimates, reviews, and owner visibility.
Do not include payment details, private homeowner notes, claim documents, access codes, or anything that should remain inside your CRM or job files.