LeadPilotIQ
Roofing Lead Report • Example (fake data)
Verified Roofing Lead Report
Homeowner confirmed • Inspection requested • Time window set • Ready for dispatch
Last Updated
Feb 20, 2026
Verified inspection appointment
Homeowner requested an inspection due to a suspected leak and “storm-related wear.”
They confirmed the address, best phone, and preferred arrival window.
Arrival Window
Tue • 10:00 AM – 12:00 PM
Best Contact
(555) 013-2849
Property & Contact
Example lead data (not real)
Address
9113 SILVER OAKS DR
SPRINGBROOK, GA 30019
SPRINGBROOK, GA 30019
Owner
Dana Whitmore
Phone
(555) 013-2849
Homeowner answered and confirmed appointment window.
Reason
Suspected leak + storm wear
Leak showing as a ceiling stain near hallway. Wants confirmation + photos.
Access Notes
Driveway open • Dog inside
Text 15 minutes before arrival. Homeowner will secure dog.
Dispatch Details
Everything needed to run the appointment clean
Lead Type
Verified inspection
Status
Inspection Requested
Priority
Warm
Follow-Up
Text ETA
Inspector checklist
- Confirm leak area: hallway ceiling stain (photo)
- Roof walk: look for lifted shingles, exposed nails, flashing issues
- Attic check: moisture lines / daylight / insulation disruption (if accessible)
- Photo pack: roof planes + penetrations + gutters + any storm impacts
- Close path: “We’ll document everything and show you exactly what we found.”
Verification note: homeowner confirmed the appointment window and requested a free inspection.
This lead is counted toward the package minimums.
Call Notes
Conversation summary (example)
- Who answered: homeowner (Dana)
- Why they called: ceiling stain appeared after storms; wants roof checked ASAP
- Commitment: requested inspection and agreed to Tue 10–12 window
- Preferences: text 15 minutes before arrival
- Opportunity: if damage found, homeowner wants options and clear photos
Suggested opener at the door: “We’ll start with photos and a quick walk-through so you can see exactly what’s going on.”
Recommended Next Steps
Simple workflow for conversion
1
Confirm ETA Text
Send SMS 15 minutes before arrival to confirm homeowner is ready.
2
Inspection + Photos
Document roof, flashing, penetrations, gutters, and leak area.
3
Explain Findings
Show photos, outline risks, and give a clear recommendation.
4
Close Next Action
Schedule repair/claim consult or provide written quote with options.
LIVE
Status
Active
Last Updated
—
Campaign Dashboard
6-9 leads guaranteed • Internal reporting
Viewer mode: read-only
Calls Made
Read-only
0
Viewer cannot change counts.
Leads Confirmed
0 / 3
0
Guarantee
6-10 Leads
Minimum Delivery
3 confirmed leads
Target Range
3–5 leads
Definition
Confirmed interest + callback/appointment
Viewers can only see stats. Admin unlock is required to update totals.
Admin Unlock
Locked
Locked
Set Calls Made
Set Leads Confirmed
Reset Everything
Clears calls + leads for this device/browser.
Invalid admin code.
Note: this is “click-proof” for viewers, but true audit-proof needs a server (which we now use) + admin auth.