Vertical AI · Sales follow-up agent
Relayo
An AI follow-up agent that keeps roofing estimates from going quiet.
What Relayo does
Relayo is being built for residential roofing companies on JobNimbus: it spots open estimates with no next step, follows up with homeowners using approved texts and emails, logs every touch in JobNimbus, and hands the hard calls to a person.
The film in 5 lines
- 01Estimates go quiet.
- 02It follows up for you.
- 03Every touch, on the record.
- 04Hard calls come to you.
- 05Never let a roofing deal stall.
Full on-screen transcript
- Relayo
- Open estimates
- Synced from JobNimbus
- Sample data
- Estimate
- Homeowner · job
- Amount
- Sent
- Next step
- No next step
- #4817
- Dana Whitfield
- Full tear-off, 32 sq architectural shingles
- $18,450
- Sent 9 days ago
- #4822
- Luis Ortega
- Storm damage repair
- $6,200
- Sent 5 days ago
- Call booked
- Site visit Tue
- Homeowner · #4817
- No reply in 9 days
- Relayo · Follow-up for #4817
- Approved template · SMS
- Hi [Dana], it's [Mike] at [Summit Roofing] — any questions on the roof estimate we sent on [the 12th]? Happy to walk through it.
- Ready to send
- Sending…
- Sent · 10:02 AM
- We're comparing one more quote. Can you do better on price?
- JobNimbus · Estimate #4817
- Activity
- Logged to JobNimbus
- SMS follow-up sent
- 10:02 AM
- Homeowner replied
- 10:47 AM · price question
- Needs your call
- Price negotiation
- #4817 · $18,450
- “We're comparing one more quote. Can you do better on price?”
- Dana Whitfield · by SMS
- Routed to
- Mike R. (Sales)
- Schedule call
- Reassign
- Next action: Call Thu 2 PM
- Estimates go quiet.
- It follows up for you.
- Every touch, on the record.
- Hard calls come to you.
- Never let a roofing deal stall.
- In development
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