Alerts are set in app.wonflo.com under Settings → Lead alerts. The screen puts it plainly: this is where new-lead alerts are sent, and it defaults to your business email and number.
The two fields
Settings groups alerts as Email alerts and Text alerts, with one field each:
Then hit Save alert settings — you will get a confirmation line when it lands.
Pick these two deliberately. The alert email should not be the address nobody opens until Friday, and the alert phone should not be the office landline if the office is empty at 7pm. Whoever is going to make the call is who these should point at.
What is in the email alert
The subject line is built to be readable in a notification preview without opening anything: New Lead — the homeowner's name — the address. That is often enough to decide whether to pull over.
Inside, in this order:
- Name and address at the top.
- Inspection request, if they asked for one — their preferred day-and-time windows, plus a tap-to-call button for their number.
- Phone, Email and Situation — what brought them to you, in their words where they gave them.
- Roof Data — roof area in square feet, number of sections, average pitch, imagery quality, and the estimate range they were shown. If the roof could not be measured from imagery, you get a clear notice saying so and that a manual measurement is needed, rather than a blank.
- Homeowner Answers — what they told the funnel: what prompted the search, their timing, roof age, whether they want gutters included, and so on.
Alerts come from [email protected]. Add it to your contacts on day one, and check your spam folder once after your first test lead — an unfamiliar sender landing in junk is the single most common way a first lead gets missed.
What is in the text alert
The text is the same news compressed to what fits on a lock screen:
- The homeowner's name and what prompted them.
- The estimate range and roof size — or a plain note that there is no roof data and it needs a manual measure.
- The address.
- An inspection summary, if they requested one: how many days they offered and the earliest.
- Their phone number.
- A link straight to that lead in your dashboard.
It is deliberately plain text with no fancy characters — that keeps it readable on every phone and every carrier.
Call fast, and call — do not email
A homeowner who has just been shown a price for their own roof is more interested in you at that moment than they will be at any other point. They are also, very often, in three other tabs doing the same thing on somebody else's website.
Two things follow from that. First: speed beats polish. A call in five minutes from a name they just saw on a quote page will beat a beautifully written follow-up email tomorrow morning, every time. Second: use the phone. You have a verified number in the alert; use it. Email is the fallback, not the opener.
If they requested an inspection, the alert already tells you the windows they offered. Lead with one of them.
Related
- Understanding the lead score — what the number next to each lead means.
- Your trial, and what happens when it ends — including when alerts pause.