Context can be separated
The original homeowner request can be apart from the notes the office adds later.
Roofing lead follow-up software
See which roofing inquiries still need action.
Kaldwick keeps each recorded homeowner request with its context, owner, last action, next action, and current status—so a team can review what remains open.
Create my quote linkCreate an account, complete the short setup, and receive a quote link your team can share.
The problem
A saved inquiry is not a clear handoff.
Ownership can be assumed
A name in a conversation does not state who owns the next step.
The work can stay unwritten
A request can have a last action without a next action recorded for the team.
What Kaldwick makes visible
The record behind the next step.
Kaldwick gives a recorded request a shared set of handoff fields. The record is there to read before the team decides what happens next.
Owner
The person accountable for the next step.
Last action
The recorded action that happened most recently.
Next action
The remaining work written down for the team.
Status
A current state, such as Needs action, In progress, or Closed.
Outcome
A recorded result: booked, not booked, or still in progress.
The free roofing follow-up tracker uses the same basic handoff questions. For a practical routine, see the roofing lead follow-up process.
Product boundary
Action visibility, not automated follow-up.
Kaldwick records a request submitted through its quote link and keeps the handoff fields visible. It is not a full CRM, estimating software, or an automatic homeowner SMS or email tool.
Your team decides what happens next, then makes the call or sends the message from its own phones. See Kaldwick plans for the workspace available to your team.
Fit
For a team that wants a clear request handoff.
A good fit
- A roofing team that wants a shared record for its quote-link requests.
- A team that needs the owner, last action, next action, and status written in one place.
- A team that wants to decide its own calls and messages after reviewing the record.
Not a fit for
- A team looking for lead generation or a marketplace of homeowner contacts.
- A team looking for a full system for estimating, production, and job management.
- A team looking for automatic homeowner texts or emails.
Questions
Straight answers.
Is Kaldwick a roofing CRM?
No. Kaldwick is not a full roofing CRM. It is a focused workspace for requests recorded through its quote link: homeowner context, owner, last action, next action, status, and outcome.
Does Kaldwick automatically text homeowners?
No. Kaldwick does not automatically text homeowners. Your team decides what to do next and handles calls or messages from its own phones.
Does Kaldwick generate roofing leads?
No. Kaldwick does not generate roofing leads. Its quote link gives a roofing company a place to receive homeowner requests from the channels it already uses.
What does roofing lead follow-up software track?
For requests recorded in Kaldwick, it keeps the homeowner context, owner, last action, next action, status, and outcome together in one record.
Can I track roofing inquiries without a full CRM?
Yes. A focused request record can keep the handoff visible without asking your team to adopt a full CRM for estimating, production, and the rest of the job lifecycle.
Does Kaldwick prioritize roofing inquiries?
Kaldwick provides priority signals to help organize the queue. Those signals do not decide whether a request needs action; the recorded owner, last action, next action, and status make that visible.
Start with one clear place
Create the quote link your team can work from.
Set up your account, choose your trade and call zone, then share the quote link where homeowners already find your company.
Create my quote link