Every lead, every stalled estimate, every overdue invoice — surfaced before it costs you. Each one comes with a drafted reply, ready to send in thirty seconds.
Hi Mike — thanks for reaching out about the bedroom leak. I can have someone out tomorrow morning between 8–10am or afternoon 1–3pm. Which works for you?
Reply and we'll lock in the time.
— Dave / Patterson Roofing
SR
Sandra Reyes Draft Reply Ready ✓
Google·5:51 AM·Full re-roof, 2,400 sqft ranch...
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Drafted reply
Hi Sandra — appreciate you reaching out. A full re-roof on a 2,400 sqft ranch is right in our wheelhouse. I'd like to come take a look and get you a firm number.
Are you free this week for a quick 20-minute walkthrough? I can do Thursday or Friday afternoon.
— Dave / Patterson Roofing
Hi Brian — storm damage with a pending insurance claim, got it. We do this constantly and I can help you through the whole process.
Let me get out there ASAP and document everything before you file. I have tomorrow morning open — does 9am work?
— Dave / Patterson Roofing
STALLED ESTIMATES2
JM
Jason Morales Draft Reply Ready ✓
$8,400 estimate·9 days since sent·No reply
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Suggested action: send follow-up SMS
Hey Jason — just checking in on the estimate I sent over for the full roof replacement. Any questions I can answer? Happy to hop on a quick call if it helps.
— Dave
KL
Karen Liu Draft Reply Ready ✓
$3,200 estimate·6 days since sent·Opened, no reply
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Suggested action: gentle nudge email
Hi Karen — just wanted to make sure you got a chance to look over the gutters estimate. We're booking out about 2 weeks right now, so wanted to give you a heads up in case timing matters.
Let me know if you have any questions!
— Dave / Patterson Roofing
OVERDUE INVOICES2
TW
Tom Walsh Draft Reply Ready ✓
$5,800 owed·32 days overdue
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Drafted collection email
Hi Tom — I'm following up on invoice #1042 for $5,800 from the roof repair on April 25. This is now 32 days past due.
Could you confirm when we can expect payment? I'd like to sort this out directly before involving our collections process.
Please call me at (503) 555-0192 or reply to this email.
— Dave Patterson
FG
Frank Guerrero Draft Reply Ready ✓
$2,150 owed·14 days overdue
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Drafted collection email
Hi Frank — just a quick note that invoice #1051 for $2,150 (gutter install, May 13) is now 14 days past due.
If you already sent payment, please disregard. Otherwise, you can pay by card at the link below or give me a call.
Thanks —
Dave / Patterson Roofing
RENEWALS DUE1
DP
Diane Park Draft Reply Ready ✓
Annual maintenance plan·Renews June 14·$650/yr
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Drafted renewal offer email
Hi Diane — your annual roof maintenance plan renews June 14, just 18 days away.
I've got your spring gutter clean and inspection on the schedule for June 3 — wanted to confirm you're in for another year. We can keep everything the same at $650, or add on fascia touch-up for $150 more.
Just reply "yes" to renew. Easy as that.
— Dave / Patterson Roofing
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Brief complete
23 min saved · 7 replies drafted · 0 missed
How it works
Built overnight. Ready at 7:42.
Three things happen every night so you wake up to zero decision fatigue.
01
Reads your CRM overnight
ForwardStack connects read-only to your software and sweeps every new lead, open estimate, unpaid invoice, and upcoming renewal. Nothing falls through.
JobNimbusAccuLynxFieldRoutesQuickBooks
02
Surfaces what's slipping
Stalled estimates ranked by dollar value. Invoices sorted by days overdue. Renewals flagged 3 weeks out. The brief shows you what costs money to ignore — not everything, just what matters today.
🔒Read-only. We never send anything on your behalf.
03
Drafts every reply in your voice
Every card comes with a ready-to-send message — SMS, email, or call script — written the way you write. The model learns from your past sends. Hit approve. You're done.
30savg time per item
One brief. Every morning. $149/mo.
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