Roofing appointment setting software that books it at the door and lands it full.
Curbsight is roofing appointment setting software where the appointment is a knock outcome. The rep taps Inspection at the door, picks the time, and the house becomes a job on the calendar carrying the owner's name and number, the rep's own notes, and, with scored territory, the roof age and the storm history. The closer keeps it, gets it by name, or claims it from a pool, sees it on his phone, and the homeowner gets a text before the visit. Nothing is re-typed between the door and the driveway.
What roofing appointment setting software has to do
Booking the slot was never the hard part. Any calendar does that. The hard part is that a setter stands at a door for twenty minutes, sees the roof, hears which neighbor already got paid, learns who makes the decision and when they get home, and then the appointment moves into a calendar as a name, an address and a 4:00 PM. Everything else stays on the doorstep, and the closer spends the first fifteen minutes of the visit rebuilding what your own company knew an hour ago. Fifteen minutes, eight appointments a week, one closer: two hours a week, a hundred hours a year. The arithmetic and the seven facts a calendar drops are in the deeper read, Roofing appointment setting software: 7 facts it drops. This page is how Curbsight keeps them.
How an appointment gets set in Curbsight
Six steps, one record. The appointment is not kept in a separate list; the job is the unit, and every step below reads and writes the same one.
| Step | Where | What it carries |
|---|---|---|
| The rep taps Inspection at the door | The knock card on the phone | A date and time, the rep's note, the GPS-stamped knock, the pitch he recorded before the door opened |
| The house becomes a job | The pipeline, at your inspection stage | The property, the owner's name and number, the rep's notes, what the homeowner said, and everything the property already had on its card |
| The closer is decided | The same tap, on Curbsight OS | The rep keeps it (the default), hands it to a named closer who gets pinged, or drops it in a pool the first free closer claims from the Handoffs tab |
| It lands on the calendar | The office calendar and the phone | The appointment, the inspection, the build days and the rep's follow-ups on one grid, filtered by rep or crew |
| The homeowner gets a text | Automations, from your own number | A message you wrote, a set time before the visit, with the rep's photo if you want the homeowner to know who is coming |
| Setter and closer get paid | The pay engine | The split, computed from the same job record the appointment created, not argued from a spreadsheet |
The pieces, one at a time
The knock outcome that books it
Inspection is one of the seven outcomes on the knock card, next to Talked and Come Back, so setting the appointment is the same tap as logging the door. A windows or siding setter reads Appointment instead. The rep picks the date and time, adds what the homeowner said, and the knock is GPS-stamped where he stands. Setting it counts on his streak and the leaderboard like any other outcome. The canvassing app around it is on roofing canvassing software.
The job it becomes
The house becomes a job at your inspection stage, with the appointment on it, the owner's name and number, the setter's notes and the homeowner's objections. If the property already had a job, the appointment is stamped onto it rather than spawning a second one. From there it is the same pipeline the office runs: the roofing CRM, with the estimate, the proposal and the invoice behind it.
One calendar, on the web and the phone
Appointments, inspections, build days, the reps' follow-ups, meetings and each rep's time off sit on one month grid in the office, filtered by rep or by crew, with a note per entry and a color per rep. The phone shows the same appointments, build days and follow-ups as a month of dots and a day agenda with the job one tap away, so a closer reads the appointment in the driveway, not in the office.
The text before the visit
The office writes the message once and sets when it goes: thirty minutes before, the night before, whichever. It sends from your company's own number, with the rep's headshot attached if you want the homeowner to recognize who is on the porch, and it is muted per job when a visit is not the kind you text about. Curbsight OS carries 1,000 text credits a seat each month, pooled, with packs on top.
What the closer knows at the curb
On any seat, the appointment arrives with the owner's name and revealed number, the setter's notes, what the homeowner objected to, the photos taken at the door, and the pitch the setter recorded before the door opened, which the closer can listen to on the job. With scored territory, the property under the appointment already carries its rank, a roof age estimate with its source, every storm that hit this roof with the date and the stone size, and the days left on the carrier's filing window. The closer opens the door knowing whether this is a close or a discovery call. How the ranking is built stays ours; what it puts on the card is on the screen at a demo.
Setter and closer, counted and paid from the same record
A setter and closer split is a pay problem before it is a software problem, and most shops run it from a spreadsheet because the calendar has no idea who set what. Curbsight's pay engine takes the split, the commission percentage or the hourly rate from the same job the appointment created. The funnel counts doors, talks, appointments and wins per rep, and wins per appointment by rep is the number that says whether a setter is qualifying or just booking. Your inspection stage is a stage in your own pipeline, so if you want appointments set and appointments run as two numbers, add the stage and the funnel follows it.
The limits, named
Curbsight does not set appointments for you; your reps do, and the software keeps what they learned. The assign-to-closer control only appears when there is more than one person on the account, which is the correct behavior for a one-person shop and not a feature you are missing. The homeowner text needs your company's own number and text credits, both part of Curbsight OS. The Google Calendar connection carries the reps' follow-ups today, not job appointments; those live on Curbsight's calendar on the web and the phone. And the roof age, the storm history and the rank that fill the appointment before the closer arrives are the scored-territory add-on, live in Oklahoma, Texas, Minnesota, Louisiana, Nevada and Utah, with a new county stood up in days on request.
What roofing appointment setting software costs
The appointment flow with closer handoff and the Handoffs tab, the office calendar on the web and the phone, the text before the visit with 1,000 credits a seat, the pay engine with setter and closer splits, and the whole roofing CRM behind it. From one seat, no minimum, month-to-month. 7-day trial with no card, 14 days with one.
The rep sets the appointment at the door and it becomes his own job on his own calendar, with the note, the owner and the follow-up. No handoff to a closer, no homeowner texts, no office calendar: one rep's day, at any US address, no seat minimum, no contract.
From $1,000 a month for 20 zips, on any Curbsight OS seat count: the rank, the roof age and the storm history on every appointment before the closer parks.