AI receptionist
24/7 inbound call handling that collects caller, property, service, and estimate appointment details.
SiteJobr features
AI receptionist and roofing software for the whole customer journey.
Answer and qualify the call, book the estimate, then keep sales, production, field documentation, billing, and reporting connected around the same customer and job.
Sample SiteJobr workspace
Monday overview
Keep every job moving
Open leads
18
4 need follow-up
Scheduled jobs
7
This week
Estimates out
$84.2k
Awaiting approval
Collected
$31.8k
This month
Jobs in motion
Sales, production, and payment status together
Anderson Residence
Full roof replacement
Crew scheduledMartinez Residence
Storm damage inspection
Estimate sentOak Street Retail
Commercial repair
Deposit paidAI receptionist active
Calls route into the lead workflow
Customer inbox
Text history stays with the customer
Answer and qualify
Move from inbound call to booked roofing opportunity without losing the context.
Give every caller a professional first response and give your team the details, appointment outcome, and call history needed to follow up.
Appointment booking
Preferred estimate date and time capture with the booking result saved beside the call.
Call intelligence
Call status, duration, recording, transcript, AI summary, outcome, and customer association.
Human and bilingual transfer
Configurable team transfer plus optional automatic Spanish support and routing.
Win the work
Move from new inquiry to signed proposal without losing the follow-up.
Give sales teams one place to manage the relationship, the opportunity, and every document that helps close it.
Customer CRM
Contact details, properties, insurance information, notes, tags, activity history, and duplicate detection.
Lead pipeline
Configurable stages, ownership, values, confidence, follow-up dates, and won/lost tracking.
Estimates
Line items, labor and material costs, margin visibility, templates, measurements, and taxes.
Proposals
Branded customer-ready offers, Good/Better/Best choices, sharing, and e-signatures.
Deliver the job
Keep production details clear from the office to the roof.
Plan the schedule, give crews the right context, and preserve a reliable record of what happened onsite.
Jobs and scheduling
Job status, dates, crew assignments, addresses, scope details, and rescheduling history.
Crew portal
A mobile-ready today view for assignments, time tracking, and job completion details.
Photos and albums
Jobsite documentation, customer-facing albums, upload links, and branded sharing.
Materials and purchasing
Material lists, suppliers, purchase orders, receiving, and job-level cost context.
Get paid
Turn completed work into collected revenue with less handoff.
Build the invoice from the same operating record and keep payment progress visible to the team.
Invoices
Create, send, track, and manage balances against the customer and job record.
SiteJobr Payments
Embedded contractor onboarding, supported online payments, payment status, and payout readiness.
Expenses and profitability
Track job costs, labor, materials, expenses, and margin reporting.
Customer portal
Give customers a focused place to view messages, photos, and shared work.
Operational depth
The supporting work is part of the system too.
Revenue and profitability reports
Tasks and activity history
Roles and team permissions
Google Calendar sync
CompanyCam photo workflows
Insurance claim documentation
Inspection and supplement reports
Purchase orders and suppliers
Review automation
Notifications and global search
Explore by workflow
Detailed roofing software guides for each part of the job.
Put the whole job in one operating record.
Start with a 14-day trial. No credit card required.