Roofing — Storm Damage / Insurance Claim
Inbound storm-damage roofing call. Captures damage scope, insurance status, and interior water entry before scheduling inspection.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask if water is entering the home — active leak needs emergency tarp, not a scheduled inspection.
urgent“Is any water coming into the house right now — through the ceiling, walls, or attic?”
Field: Water entering the interior
Ask if a tree or large debris is still on the roof — structural risk and needs emergency crew.
urgent“Is a tree or large debris still sitting on the roof?”
Field: Tree or debris still on structure
Ask if they've filed a claim — we can meet the adjuster on-site if they haven't inspected yet.
important“Have you filed a claim with your homeowner's insurance yet? If the adjuster hasn't been out yet, we can meet them there.”
Field: Insurance claim filed
Approximate roof age drives whether insurance covers repair or replacement.
normal“Do you know approximately how old the roof is?”
Field: Approximate roof age
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Promise the insurance company will approve the claim.
Waive deductibles or offer to 'eat the deductible' — that's insurance fraud.
Guarantee a full roof replacement before inspection.
Sign a contract before the customer has seen the insurance scope.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Schedule free inspection
- Advise do not sign with door knockers
Then creates a job with:
- Caller name
- Callback number
- Service address
- Date of storm
- Type of damage (hail / wind / tree / debris)
- Water entering the interior
- Visible exterior damage
- Insurance claim filed
- Homeowner's insurance carrier
- Adjuster already visited
- Tree or debris still on structure
- Approximate roof age
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