Helios Orbit for roofing

Never lose a storm lead to a missed call again.

When the weather turns and the phone starts ringing, every call, text, and form gets answered in seconds — and moved toward a signed job.

Set up, branded, and run for you by Cold Sun Media.

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At a glance

What changes on the first storm.

Orbit is configured before your season starts, so the response is already running when the calls arrive.

30s

First reply

Configured to answer on the channel the homeowner used.

Features configured

Every one set up for your company, not handed over as a platform.

Where roofing companies lose money.

None of these are failures of effort. They're what happens when demand arrives faster than any team can manually keep up with.

Storm calls hit voicemail after hours

The competitor who responds first wins the inspection — and the call that rang out at 8 PM was never even logged.

Claims stall between adjuster and supplement

Nothing raises an alarm when a file goes quiet, so jobs settle for less than they should have.

Inspection photos live on scattered phones

Evidence that should be attached to the job record is spread across four crew members' camera rolls.

Past customers go quiet

There's no system bringing them back for the next roof, the gutters, or the repair — so they search instead.

Manual texting creates compliance risk

No consent trail and no opt-out record is a problem you only discover when someone asks for one.

The difference

Two ways to run storm season.

The work is the same. What changes is how much of it depends on someone remembering.

The manual way

Everything runs on attention — and attention is the one thing storm season takes away.

Calls after 5 PM reach voicemail while competitors knock
Claims drift between adjuster and supplement with nothing chasing them
Photos and documentation scattered across crew phones
Past customers forget you, and referrals stay accidental
Consent and opt-outs tracked by hand, or not at all

The Orbit way

The system holds the process, so your team can hold the customer.

Every lead answered in seconds across text, web, social, and phone
Every claim tracked stage by stage with reminders at each step
Photos and documents attached to the job record automatically
Reviews, referrals, and seasonal check-ins running on their own
Consent captured, opt-outs honoured, and everything logged

What's inside

Capture. Answer. Track. Grow.

The four things Orbit does that turn a storm into signed roofs — configured for your company by Cold Sun Media.

Capture

Every storm lead, answered in seconds

Web form, Facebook ad, Instagram DM, missed call, Google Business message — every new lead gets a roofing-trained reply on the channel the homeowner chose, before your competition has seen the notification. Replies thread onto one contact record so nothing goes cold in a channel nobody watches.

Instant reply across every inbound channel
Two-way conversation threaded on one record
Missed-call text-back built in

Answer

The phone gets picked up after hours

Storm calls arrive at dinner and at weekends, and they're the most urgent leads you'll ever get. AI-assisted reception answers, captures the address and the damage, offers real slots from your crew calendars, and books the inspection — while your crews are still on a roof.

Inbound calls answered outside office hours
The inspection booked during the call
A full summary written onto the contact record

Track

Every job on rails, not in someone's head

Purpose-built pipelines for storm damage, insurance claims, residential reroofs, and commercial bids move each job through stages that match how roofing actually works. Reminders, alerts, and stage changes fire on their own, and anything that stalls raises a flag instead of going quiet.

Pipelines built for roofing, not generic sales
Claims tracked inspection through deposit
Stuck-job alerts before a deal goes cold

Grow

Finished roofs become the next ones

The moment a job closes, Orbit asks for a review at the right time, hands the homeowner a trackable referral link, and drops them into seasonal nurture. Your reputation and your pipeline compound after every storm instead of resetting.

Review requests triggered on job completion
Referral links attributed to the customer who sent them
Seasonal check-ins that bring past customers back

Built for your work

Tuned for every roofing job.

One commercial centre, configured around how your company actually runs — residential through commercial, storm through solar.

Residential reroofs

Full replacements and repairs, from first enquiry to final walkthrough.

Commercial bids

Longer cycles and multiple decision-makers, tracked without losing the thread.

Storm damage

Burst demand captured and triaged the moment the weather turns.

Insurance claims

Inspection through adjuster, supplement, and deposit — every stage visible.

Metal roofing

Higher-value upgrade conversations tracked separately from standard reroofs.

Flat roofing

Low-slope and membrane work with its own pipeline and its own timelines.

Gutters

Add-on revenue captured against the customer you already earned.

Solar-ready roofs

Combined roof and solar intake handled as one job, not two conversations.

How it works

From kickoff to booked inspections.

Orbit is set up, branded, and maintained by Cold Sun Media. You don't build anything and you don't learn a platform.

Kickoff

We learn how your company runs

Before anything is configured, we map your job types, your crews and coverage areas, your claim process, and how you want leads handled. What gets built is shaped around your operation, not a template you have to adapt to.

Discovery session
Job-type mapping
Crew & area setup
Channel inventory

Build

Your commercial centre is configured

We set up the pipelines, automations, follow-up sequences, calendars, and intake paths — every feature in the list below, wired together and tested rather than handed over as a blank platform.

Roofing pipelines
Follow-up sequences
Calendars & routing
Claim tracking

Brand & connect

Branded as yours and wired to send

The whole system is skinned to your company, then we connect the plumbing that makes it actually work — phone, messaging, email, calendars, and your web presence — including consent capture and messaging registration.

Your branding throughout
Messaging registration
Email & phone connected
Site & forms live

Launch & support

Tested end to end, then live

We run a real lead through the full path before you do — enquiry to reply to booking to pipeline — fix what needs fixing, and then you're live. Cold Sun Media keeps maintaining it from there.

Full lead-path test
Team walkthrough
Go live
Ongoing management

Everything included

Eighteen capabilities, configured for you.

Grouped by the job each one does. Every feature here is set up around how your company already runs.

AI & Communication

Every call, text, form, and message answered in seconds — day, night, and mid-storm.

Channels & Reviews

Every platform your customers actually use, worked automatically — and every finished job turned into proof.

Google Business Reply

Messages and reviews on your Google Business Profile get answered automatically, so the listing most homeowners judge you by stops looking abandoned.

Social DM Automation

Instagram and Facebook Messenger conversations answered automatically and pulled into the pipeline, so the channel your ads run on stops being the one nobody watches.

Review Automation

The moment a job wraps, a review request goes out at the right time — turning finished roofs into public proof instead of an afterthought nobody handles.

Referral Tracking

Every completed job generates a trackable referral link, so happy homeowners become the next lead source on their own street.

Homeowner Nurture

Past customers get seasonal check-ins and maintenance reminders automatically, so they call you first for the next roof, gutter job, or repair.

Branded Web Presence

A roofing-ready website and landing pages, branded to your company and connected directly to the same pipeline as everything else.

Operations & Foundation

Pipelines, claims, estimates, and the presence underneath them — all running on rails.

Roofing-Built Pipelines

Purpose-built stages for storm damage, insurance claims, residential reroofs, and commercial bids — instead of a generic sales funnel that doesn't fit how roofing works.

Appointment Scheduling & Crew Routing

Inspections book straight onto the right crew's calendar by area, with reminders at 24 hours and 1 hour and automatic recovery when someone doesn't show.

Insurance Claim Tracking

Every claim tracked stage by stage — inspection, adjuster, supplement, deposit — with reminders at each step, so nothing stalls in an inbox and nothing quietly closes short.

Financing Visibility

Financing application status is tracked inside the same pipeline as everything else — approved homeowners move straight to scheduling, with no separate spreadsheet.

Compliance Built In

Consent capture, opt-out handling, and messaging registration are handled as part of setup — not left for you to work out later.

Plays nice

Works with the tools you already use.

Orbit is the marketing and sales layer in front of your production stack. It captures and converts the lead, then hands the won job across to wherever your builds and crews are managed.

You don't have to rip out the project-management, estimating, or accounting software your team already knows. Orbit owns the part of the journey those tools were never built for — the enquiry, the follow-up, the claim, and the close — and passes the job on once it's won, through standard integration and automation tooling.

Keep your production software

Whatever your crews use to run builds stays exactly where it is.

One handoff, not double entry

A won job passes across once it's signed, rather than being typed in twice.

Connected during setup

Cold Sun Media wires the handoff as part of onboarding, not as a later project.

Pricing

Scoped to your company.

A one-time setup and configuration fee, plus a monthly platform subscription. Final figures are announced at launch.

Minimum

The essential scope — enough to stop losing leads to slow response.

Setup: Announced at launch
Monthly: Announced at launch

A solo operator or small crew that needs to stop losing leads to slow response, and isn't yet ready for AI reception or full claim tracking.

Growth

The balanced scope for companies that want real leverage and room to scale.

Setup: Announced at launch
Monthly: Announced at launch

A growing residential or storm-driven roofing company ready to run claims and reputation on the same system as lead capture.

Premium

The most comprehensive scope, support, and strategic involvement in Orbit.

Setup: Announced at launch
Monthly: Announced at launch

Multi-crew or commercial-and-residential operations that want the complete Orbit foundation live end to end, with the most implementation support available.

See what’s in each tier

Questions

Answered.

Do I need to already have a CRM?

No. Helios Orbit is the CRM — Cold Sun Media sets it up, brands it as your company, and manages it for you, so you're not buying software and then working out how to configure it. If you already run something, we'll talk through what moves across during discovery.

How long does setup take?

It depends on how much of your operation we're configuring — job types, crews, coverage areas, claim process, and channels all shape the build. We scope it properly at kickoff and give you a real date rather than a headline number. Nothing goes live until we've run a real lead through the whole path and it works.

Do I have to learn the platform?

Your team learns one thing: the inbox and the pipeline board they work from every day. Everything behind that — the automations, sequences, routing, and integrations — is built and maintained by Cold Sun Media. That's the whole point of the model.

Will it handle my insurance-claim work?

It tracks and organises every claim from inspection through adjuster, supplement, and deposit, with reminders at each stage so nothing stalls. It does not file or negotiate claims and it never promises an outcome — that stays between the homeowner and their carrier.

Is the automated texting compliant?

Consent capture, opt-out handling, quiet hours, and business messaging registration are all handled as part of setup, and every message and opt-out is logged against the contact. That's the configuration side. It isn't legal advice, and your own obligations remain yours — we set the system up to support them properly rather than leaving it to you after go-live.

Will it work with the software my crews already use?

Yes. Orbit is the marketing and sales layer in front of your production stack — it captures, converts, and closes the job, then hands the won work across to wherever your builds are managed. Your crews keep the tools they know. We wire the handoff during onboarding.

What if I need something specific to how we work?

That's what discovery is for. Orbit is configured around your operation rather than shipped as a fixed template, and the higher tiers include more configuration time for the things that are genuinely particular to your company. If something's outside scope, we'll tell you before you buy rather than after.

Stop losing storm jobs to a missed call.

Book a demo and we'll show you Orbit set up for a roofing company like yours.