How to Get Your AI Secretary Running | Roof Manager Guides
How-To Guide

How to Get Your AI Secretary Running

A 24/7 AI phone receptionist that answers every call, books appointments, and hands you qualified leads while you're on the roof.

5 min read Updated 2026-04-18
Quick Answer

To set up the Roof Manager AI Secretary: subscribe ($149/month, unlimited calls), pick or port a phone number, train the AI on your services and pricing via a short questionnaire, connect Google or Outlook Calendar, pick a voice, and set escalation rules. Every inbound call is answered in 2 rings, 24/7 — the AI qualifies callers, books inspections on your calendar, and texts you a summary before the caller hangs up.

The average roofing company misses 1 in 3 inbound calls — and a missed call is a missed lead that usually goes straight to the next company on Google. The AI Secretary answers every call, speaks naturally, asks qualifying questions, books inspections on your calendar, and texts you a summary before the caller has even hung up.

1

Subscribe to AI Secretary

Open the AI Secretary page and start your plan. $149/month for unlimited answered calls. No per-minute charges, no setup fees, no contracts.

2

Pick or port your phone number

Get a brand-new local number in any area code (included free), or port your existing business line to Roof Manager. Porting takes 5–7 business days but keeps your old number live the entire time.

3

Train the AI on your business

Answer a short questionnaire: services you offer, service area, price ranges, hours, whether you do free inspections, emergency response policy. The AI uses this to answer questions exactly the way you would.

Pro tip: Upload your 10 most common objections and your best rebuttals — the AI will use them on callers who hesitate.
4

Connect your calendar

Link Google Calendar or Outlook. Set your inspection windows (e.g. "Tue/Thu 9am–3pm, Sat 10am–2pm"). The AI will only offer slots you're actually available for and books them directly onto your calendar.

5

Choose the voice

Pick from 6 natural-sounding voices (male/female, various accents). Test it by calling your own number — if the voice isn't landing, swap it in a click.

6

Set escalation rules

Some calls should go straight to you. Set rules: "transfer if caller says emergency", "transfer if caller mentions insurance claim", "text me immediately if estimate > $20k". Everything else, the AI handles.

7

Go live

Flip the switch. Every call now gets answered in 2 rings, 24/7. You'll get a text summary + call recording after every conversation, plus a new Pipeline card for every lead.

Pro tip: Review the first 20 calls in the Call Log, click the thumbs up/down buttons, and the AI fine-tunes itself to your preferences.

Frequently Asked Questions

How much does the Roof Manager AI Secretary cost?

$149 per month for unlimited answered calls. No per-minute charges, no setup fees, no contracts.

Can the AI Secretary book appointments on my calendar?

Yes. It connects directly to Google Calendar or Outlook. Set your inspection windows and the AI only offers slots you're actually available for.

Does the AI sound like a robot?

No. You can choose from 6 natural-sounding voices (male/female, various accents). Most callers cannot tell they are speaking to an AI.

Can I transfer urgent calls to my cell phone?

Yes. Set escalation rules like "transfer if caller says emergency", "transfer if caller mentions insurance claim", or "text me immediately if estimate > $20k". Everything else, the AI handles.

Can I keep my existing business phone number?

Yes. Porting takes 5–7 business days and your old number stays live the whole time. You can also get a brand-new local number in any area code for free.

How many calls do roofers miss on average?

Industry data shows roofing companies miss about 1 in 3 inbound calls — and a missed call almost always becomes a lead for the next company on Google. The AI Secretary eliminates that leak.

Ready to get started?

Every call answered. Every lead captured. Every appointment booked — even at 2am, even on Sundays, even while you're re-shingling. That's what a 24/7 AI receptionist buys you.

Start Your AI Secretary

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