Your CRM should run the shop — not the other way around.
We build the workflows your roofing CRM was supposed to have out of the box. Auto-assign leads, chase estimates, trigger reviews, and surface the ops dashboard your team actually needs.
Manual CRM busywork vs. AI workflows
The CRM you bought was supposed to do this. Let's actually wire it up.
Without automation
- Office manager assigns leads manually each morning
- Estimates sit in 'sent' for weeks—no follow-up
- Job-complete events never trigger anything
- Reps live in 3 tabs and 2 spreadsheets
With AI workflows
- Leads auto-routed by zip, territory, or rep capacity
- Estimates chased automatically until they close
- Job-complete events trigger reviews, surveys, referrals
- Reps see one dashboard with today's actual priorities
Built on the CRM you already use
We don't force migrations. We meet your shop where it is.
JobNimbus
The most-asked CRM for residential roofers.
- ▸Auto-assign new leads to reps by territory
- ▸Trigger SMS follow-up on every estimate stage
- ▸Push completed jobs to review automation
AccuLynx
Production-heavy shops with crews to run.
- ▸Auto-create work orders when contracts sign
- ▸Notify supplement reps when insurance claims update
- ▸Daily ops dashboard pushed to Slack/Teams
Roofr
Modern stack: measurements, estimates, payments.
- ▸Auto-send Roofr proposals from inspection notes
- ▸Sync paid invoices back to QuickBooks
- ▸Trigger review request on final payment
How an engagement runs
Audit
We walk through your CRM, tag pain points, and quantify the busywork hours per week.
Cleanup
Dedupe contacts, normalize stages and tags, archive stale records.
Build
Workflows for lead assignment, estimate chase, review triggers, and ops dashboards.
Train + Tune
Train your team in 1 session. Measure weekly. Adjust thresholds based on data.
FAQ
Common questions
No. We build the automations on top of the CRM you already use — JobNimbus, AccuLynx, Roofr, HubSpot, GoHighLevel, or a custom stack.
Most roofers are live in 1-2 weeks. Audit and mapping take a few days. Building, testing, and training your team are the rest.
Cleanup is part of the work. We dedupe contacts, fix stage rules, and standardize tags before flipping on automations.
Yes. Open estimates get a multi-touch SMS + email sequence (Day 1, 3, 7, 14) until the homeowner approves, declines, or asks a question.
Make your CRM actually run the shop.
See exactly which workflows would have the biggest impact on your operation.