TPO Roofing Leads, Booked as Inspections on Flat and Low Slope Roofs

7 checkpoints every appointment clears before it reaches you

Most companies describe a process. This one is written down, checkpoint by checkpoint, so you can hold us to it. An appointment that fails any checkpoint is fixed, rebooked or dropped before your estimator ever sees it.

1. 01

   Building contact and authority confirmed

   The rep confirms they are speaking with the property manager, facility manager, owner or asset manager who can approve a roof inspection.

   Fails when: Contact cannot approve a roof inspection.

2. 02

   Property inside the contractor's approved service area

   Every appointment is checked against the zip list and drive radius you approved at kickoff. If the address sits outside your area we do not book it, we do not pass it to you as a courtesy, and we do not sell it to another roofer in the same market.

   Fails when: Address outside your approved zips or drive time.

3. 03

   Roof system, approximate age and the reason for the inspection documented

   Roof system, approximate age and the reason for the inspection documented, such as an active leak, a failed survey, a planned replacement or the next budget cycle.

   Fails when: No stated reason for the inspection.

4. 04

   Decision maker confirmed to be present at the appointment

   We ask directly whether anyone else is involved in the decision, and if so we book a window when that person is also home. For commercial and property manager appointments we confirm the contact's authority to approve an inspection and who signs off on scope.

   Fails when: Decision maker unavailable at the proposed time.

5. 05

   Specific inspection window agreed and read back

   A specific inspection window agreed with that contact and read back, including site access.

   Fails when: Contact will not commit to a specific window or site access.

6. 06

   Calendar invite issued with a unique reference ID

   The appointment lands on your calendar with a unique reference ID, the qualification notes attached, and confirmation sent to the homeowner. That ID is how both sides talk about the same appointment later, including reschedules, no shows and outcome reporting.

   Fails when: Invite not accepted by the calendar, or a duplicate of an existing booking.

7. 07

   Final internal QA review before release

   A second person reviews the notes against checkpoints one through six before the appointment is released to you. Anything that fails is fixed, rebooked, or dropped. You see the appointment after QA, not before, which is why fewer appointments reach you than we set.

   Fails when: Any earlier checkpoint unmet on review.