For roofing companies with Pasco files
Your old estimate file still holds answers.
We check property addresses and estimate dates against covered county roof-permit records. You see where a later qualifying permit appears, which contractor the record names when the source supports it, and which rows show no later permit in the records searched.
This first step saves an inquiry only. It does not upload your lead file or start a charge.
Partial Pasco coverage: this retained trial used accepted Pasco County Accela records. City-issued permits and unsupported authorities may fall outside that source and remain exceptions. These results are not a promised recovery rate or proof that permitted work was completed.
You already paid for these leads once
You drove out, inspected the roof, and wrote the estimate. Then the lead went quiet. The CRM status tells you what your team entered; it does not tell you whether a later permit appeared or which licensed contractor the public record names.
That evidence changes the follow-up decision. A later qualifying permit belongs in a review alongside the original estimate. A covered row with no later permit observed may justify a careful callback review. An unsupported address belongs in exceptions, with no guess.
How it works
- After fit is confirmed, you send a spreadsheet. An ID, the property address, and the date of the estimate. Nothing else.
- Each address is matched to its parcel and checked for a qualifying roof permit filed after your estimate date in the accepted records.
- You get evidence states back. Later permit observed: permit, date, declared value, and contractor when the source supports it. No later permit observed: covered rows sorted for follow-up. Uncertain rows remain exceptions.
Rows the available records cannot answer stay on a third list, marked exactly why, and are not billed. “No later permit observed” never claims the homeowner is waiting or that no unpermitted work occurred.
What the report looks like
Here are three masked rows from the retained demonstration. Full property addresses stay inside the private customer report.
| Lead | Property | Your estimate | Permit filed | Declared permit value | Contractor on the permit |
|---|---|---|---|---|---|
| Sample 1093 | Sherman Dr · Hudson | Jun 2, 2022 | Jun 23, 2022 | $21,700 | 1Leprechaun Roofing LLC · CCC1330793 |
| Sample 1001 | Cassia Ln · Trinity | Sep 8, 2022 | Oct 10, 2022 | $20,760 | Britech Construction Corp · CCC1328521 |
| Sample 1080 | Beauly Cir · Hudson | Jul 18, 2022 | Jul 25, 2022 | $19,950 | Dale Webb Roofing Inc · CCC1326918 |
The second row shows the difference between CRM memory and public-record evidence: the supplied CRM status said “Went with Someone Else,” and a qualifying permit appeared 32 days after the estimate. See how the sample is labeled.
What it costs
The retained packages are $99 for up to 100 records, $399 for 500, $999 for 2,000, and $2,499 monthly for Command. Payment links exist, but checkout-to-delivery has not passed end to end, so this review build starts with the request form. See pricing and launch status.
Built for evidence you can inspect
Each answered row carries the lead date, parcel match, permit number, permit date, source coverage, and contractor identity only where that source supports it. Unsupported rows stay visible as exceptions.
If a billed row is wrong, the affected row is checked again and corrected or removed from billing. The service promises evidence and correction, never a lead-count or revenue result.
Give the team a better follow-up question
The two-page Estimate Follow-Up Field Guide shows how to handle a later permit, no matching record, or unresolved coverage without turning public evidence into a homeowner assumption.
Start with the file you already paid to build
Tell us the file size and counties. We review the fit before asking for a spreadsheet or starting a charge.