Don't let a good quote
go quiet.
From the first call to the signed agreement to the final invoice, in one place. Otto writes the follow-ups. You tap send.
Summit Roofing Co. on a Wednesday morning: what Otto handled overnight, and what needs a yes.
Good morning, Cole.
Since 5:40 PM yesterday, Otto handled 8 things. 3 need your yes
- Won
Owen Whitlock Signed the metal roof agreement and paid the deposit on the $26,000 job.
- Urgent
Linh Nguyen Leak above the kitchen. Otto marked it urgent and asked for two photos. She sent them at 10:02.
- Times offered
Rosa Alvarez Storm damage form: hail on the north slope. Otto noted her insurance question on the job and offered Thursday inspection times.
- Follow-ups ready
3 quotes with no reply. Brooks $9,750 (3 days), Carter $4,300 (4 days), Reyes $1,480 (5 days). A follow-up is written for each.
- Call him
Ivan Kovac Opened his $9,600 quote a second time. Otto flagged it for a call, not a text.
- Confirmed
Paul Hendricks Confirmed Thursday 10:00 for the full roof inspection.
- Booked Fri 1:00
Peter Lam Called about a soffit repair. Otto took the address and booked the first open visit.
- Reply ready
Chidi Okafor Gutter and downspout request. Reply ready with your usual first-visit line.
Brooks, Carter and Reyes have not replied. Each follow-up is short and names their job.
Ivan KovacRidge vent, $9,600He opened the quote twice. Add him to today's calls? Otto wrote what to say.
Linh NguyenKitchen leakBook her leak inspection tomorrow at 8:00 and text her the time?
1 reply is ready in the inbox: Chidi.
- Linh Nguyen, leak inspection, if you say yes
- Paul Hendricks, full roof inspection
- Main Street Bakery, flat roof
- Peter Lam, soffit repair
Sample business and sample data. Not a customer. This owner has let Otto handle some things alone. By default he asks first.
Four jobs off your plate.
Built around a roofer's season.
From the leak call at 10 PM to the final invoice after the install. Otto does the typing and the remembering. You decide who gets what.
A leak call at 10 PM, a storm form, three texts
Every request gets an answer.
Calls, texts and the storm damage form land in one inbox and get a reply in seconds. Urgent leaks are flagged, photos stay with the job, and inspection times come straight from your calendar.
Quotes sitting with no reply
Quotes followed up for you.
Otto notices a quote with no reply, writes a short follow-up that names the job and waits for your OK. When someone opens a quote twice, he tells you to call instead of text.
Otto watches when a quote is opened, so you know who is still thinking about it.
Photos in one app, the quote in another, the contract on paper
Inspection to signed agreement.
Book the inspection, keep the photos with the job, then send the quote, the agreement and the deposit link together. The homeowner reads the price and signs on a phone.
A deposit up front, the balance after, a few that drag
Deposit and final invoice.
The final invoice comes from the quote, minus the deposit. Homeowners pay by card or bank on the invoice. When one runs late, Otto writes a polite reminder and waits for your OK.
Sample business and sample data. Not a customer.
Your company, set up
on day one.
Your pipeline, forms, booking types and Otto's replies come set up for a roofer, storm form included, with neutral words about insurance. You change any of it.
Your pipeline
Forms
- Inspection requestWeb and text
- Storm damage formAsks for photos
- Quote and agreement
- Deposit invoice
- Warranty registration
Booking types
- Roof inspection1 hour
- Leak check45 min
- Gutter estimate30 min
- Install dayFull day
- Final walk-through30 min
What Otto never does in your company.
Insurance rules differ by state, so some lines are fixed for every roofer. The rest are yours.
He never talks about deductibles. No "we'll cover it" and no "free roof". Rules on deductibles differ by state.
He never handles the claim. He offers to inspect and document damage for the homeowner's insurer. The claim stays between them.
He never texts a homeowner on his own unless you let that kind go alone. Follow-ups wait for your OK.
He never works in the dark. Every call, message and change is logged. Changes and bookings undo with one tap; a sent text can't be unsent.
Built in
Never mentions deductibles or insurance payoutsStorm replies say "we can inspect and document damage for your insurer"
Built inQuotes only from your price listAsks you about anything not on it
Built inYou decide
Mark leaks urgent after hours
Ask for photos on leak requests
Text missed callers back
Send quote follow-ups alone
Send deposit reminders alone
Your words
Keep your books.
Bring your jobs.
Your books, email and calendar stay where they are. Leads, jobs and quotes come over from your roofing software, and Otto moves them with you.
Works with what you keep
Connect once. Otto uses them for you.
OutlookMail and calendar, both ways.Switching from roofing software
Connect it once. Otto reads your leads, jobs, quotes and photos and moves them in.
Keep using Xactimate, EagleView, Hover or CompanyCam beside it. Rely on supplement software or a crew production board? Ask us first.
- The whole crew, office included
- All fourteen parts and Otto
- No setup fee
- No per-user fees
- Month to month
- Includes 1,500 minutes of Otto's calls and 3,000 texts a month, then 20 cents a minute and 2 cents a text.
Roofing questions.
Plain answers. If yours is not here, ask through Get started and a person replies.
Do you handle insurance claims for me?
No. We keep your photos, notes, quotes and invoices on the job. The claim between the homeowner and the insurer stays with them. Rules on deductibles and adjusting differ by state, so Otto never talks about deductibles.
Does it replace AccuLynx or JobNimbus?
For many small roofers, the pipeline, quotes, agreements and invoices are in one place here. If you rely on aerial measurement, supplement software or a crew production board, tell us first. We will tell you straight.
Can Otto keep up after a storm?
He answers every call and form and takes the details, with photos when you ask for them. You still choose who gets an inspection first.
Will Otto text homeowners without asking?
Not unless you say so. Replies and follow-ups wait for your OK. You can let him send some kinds alone, like inspection confirmations.
What if a customer pays by check or with financing?
Mark the invoice paid by hand and it closes. Otto stops the reminders the moment it is marked paid.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
