Simplify your roofing sales workflows with a dedicated Roofr Virtual Assistant from Intelus Agency. Our remote professionals help residential roofers follow up on Instant Estimator leads, order roof measurement reports, and build proposals inside Roofr. They also keep the job board current, send material and work orders, and track invoices and payments. Your sales reps spend more time with homeowners and less time behind a laptop.
Roofr Virtual Assistant Services for Residential Roofing Contractors
Roofr gives residential roofers a lot of power in one login. It also creates a lot of small tasks every day: calling back new leads, ordering reports, building proposals, sending work orders, and keeping job cards up to date.
A dedicated Roofr Virtual Assistant handles those tasks so your sales reps can focus on homeowners. Your assistant learns your pricing, your sales process, and your Roofr setup, then keeps every job moving from lead to paid.
Intelus Agency connects roofing contractors with carefully selected remote professionals who already know how roofing sales offices work.
Your assistant does not inspect roofs, decide scope, set prices, or give insurance or financing advice. Intelus Agency is an independent virtual assistant provider and is not affiliated with, endorsed by, or sponsored by Roofr.
Roofr Job Board and Workflow Support
Roofr started as a fast roof measurement tool and grew into all-in-one roofing software with a drag-and-drop job board. That board shows every lead and job by stage, but it is only helpful when the cards are current.
Support includes:
- Moving jobs to the right stage on the Roofr job board
- Checking that stage automations fired correctly
- Adding missing details to job cards
- Closing out dead leads with a clear reason
- Attaching homeowner photos and notes to each card
- Tracking jobs waiting on the next step
- Preparing a weekly summary of leads, proposals sent, and jobs won
- Flagging stalled jobs to your sales manager
For deeper pipeline reports, see our sales operations support.
Roofr Login and Team Access
With your administrator's approval, your assistant can manage Roofr Login access as your team grows or changes. This keeps the right people in the right parts of the system.
Support includes:
- Creating Roofr Login accounts for new sales reps
- Setting up office staff with the right access
- Removing access when someone leaves
- Keeping a current list of active users
- Helping new team members learn the job board
- Reporting login problems to your administrator
- Keeping notes on who manages which jobs
- Reviewing user lists on a set schedule
Plan and billing decisions always stay with your company.
Roofing Virtual Assistant for Instant Estimator Leads
A roofing virtual assistant is most valuable when every lead gets a fast call back. Homeowners who use the Roofr Instant Estimator on your website already know your ballpark price, which makes them some of your warmest leads.
Support includes:
- Calling, texting, or emailing new Instant Estimator leads within minutes
- Answering basic questions about your process, materials, and warranties with approved answers
- Booking in-home appointments on your sales reps' calendars
- Confirming appointments the day before
- Rescheduling visits when homeowners need a new time
- Logging every call result on the job card
- Following up with leads who did not answer
- Tagging where each lead came from
Our client intake team uses the same fast, friendly approach for other home service businesses.
Roof Measurement Report Ordering
Sales reps close more when they arrive prepared. Your assistant orders a roof measurement report in Roofr as soon as an appointment is booked, so it is ready before the rep pulls into the driveway.
Support includes:
- Ordering a roof measurement report for each new appointment
- Checking that the report matches the right property address
- Attaching the finished report to the job card
- Adding homeowner photos and notes next to the report
- Watching for reports that arrive late
- Flagging reports that need a second look by your estimator
- Sharing report details with the assigned sales rep
- Keeping report records organized for future jobs
Prepared reps make better first impressions and spend less time measuring by hand.
Roofing Proposal Software Support
Roofr works well as roofing proposal software because proposals pull in measurements, show multiple options, and include photos and financing. Your assistant builds the drafts so your reps only review and approve.
Support includes:
- Building draft proposals from your saved templates
- Setting up good, better, and best options
- Using only the materials and prices you approve
- Attaching annotated photos from the inspection
- Sending proposals to your rep for sign-off
- Sending approved proposals for e-signature
- Following up politely on unsigned proposals
- Recording signed proposals on the job board
Our estimates and proposals specialists use the same approval-first process.
Material Orders and Work Orders
Once a proposal is signed, Roofr can turn it into a material order and send it to your supplier. Your assistant handles the order and the crew paperwork that follows.
Support includes:
- Creating material orders from signed proposals
- Confirming colors and quantities with your production manager
- Tracking deliveries with your supplier
- Updating the job card when materials arrive
- Preparing work orders with address, scope, and photos
- Adding install dates to each work order
- Sending work orders to crews or subcontractors
- Confirming crews received their work orders
Clear orders help crews show up with the right materials on the right day.
Invoices, Payments, and Financing Questions
After the job is done, your assistant closes the loop on payment. Homeowners get clear invoices and timely reminders.
Support includes:
- Creating invoices from the signed proposal
- Sending invoices to homeowners
- Following up on unpaid balances with approved messages
- Recording payments collected through Roofr on the job card
- Sharing the financing options you offer
- Passing detailed financing questions to your team or the lender
- Tracking open balances by job
- Sharing a simple collections update with your managers
Our invoicing and billing team can also support larger collection workloads.
Construction Virtual Assistant Support for Roofing Businesses
Roofing companies juggle leads, proposals, orders, and crews at the same time. Learn more about our wider construction virtual assistant and home services virtual assistant support.
Our Roofr Virtual Assistants can support:
- Residential roofing companies
- Small storm and retail roofing teams
- Roofers who also sell gutters or siding
- Exterior remodeling contractors
- Roofing companies running the Instant Estimator on their website
- Growing roofing startups
- Multi-crew roofing businesses
Companies that want every website lead called back fast see the biggest gains.
Why Choose Intelus Agency for Roofr Virtual Assistant Services?
Roofing sales offices need help that starts fast and keeps up with lead volume. Intelus Agency connects you with professionals who adapt to your Roofr setup and sales process.
Benefits of working with Intelus Agency include:
- Hand-selected remote professionals
- Flexible month-to-month staffing
- Experience with the Roofr job board and proposals
- Fast follow-up on Instant Estimator leads
- Measurement reports ready before every appointment
- Approval-first proposal building
- Material order and work order support
- Steady invoice and payment follow-up
- Candidate introductions in about a week
- Extra capacity without adding in-house office staff
Our goal is to help residential roofers turn more estimates into signed roofs without the overhead of a bigger office.
Hire a Roofr Virtual Assistant Today
Stop spending valuable time calling back leads, ordering reports, building proposals, and updating job cards by hand.
Intelus Agency helps roofing contractors find dedicated remote professionals who can manage Roofr administration and everyday homeowner communication.
Ready to turn more estimates into signed roofs? Book a free outsourcing consultation with Intelus Agency and find a Roofr Virtual Assistant who fits your business needs.
