Roofing & general contractors — Automation for roofing and general contractors
Leads call while you're on a roof, estimates go cold, and change orders and invoices wait for a free evening. These are the parts software can take over, while you and your project managers still price the work and make the calls. 43 automations fit, each with an example and workflow written for roofing & general contractors.
What roofing & general contractors automate
Showing 43 use cases for roofing & general contractors
- Calls & leadsPlanned for a clientAI receptionistAfter a hailstorm or while you're on a roof, an AI assistant answers, asks about leaks and books inspections.Roofing & general contractorsHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen you're on a ladder or a roof, the caller gets a text asking the address, the project and for a few photos.Roofing & general contractorsHow it works
- Calls & leadsBuilt for a clientInstant lead responseWebsite, Angi and Houzz leads get a text right away naming the project, asking for photos and offering a visit.Roofing & general contractorsHow it works
- Calls & leadsBuilt for a clientLead qualification & routingInsurance claims, roof replacements and repairs each go to the right estimator, and out-of-area leads get a polite no.Roofing & general contractorsHow it works
- Calls & leadsLead nurture sequencesHomeowners planning a roof, siding or remodel for next season hear about materials and booking times until they're ready.Roofing & general contractorsHow it works
- Calls & leadsIn build for a clientWebsite chat assistantA chat on your site answers how roof replacements, timelines and financing work, and books an inspection.Roofing & general contractorsHow it works
- Calls & leadsPlanned for a clientQuote follow-upOpen roofing and remodel estimates get follow-ups with a sign link, and the estimator hears every question.Roofing & general contractorsHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderTurns measurements, photos and site notes into a priced estimate from your price list, for you to check before sending.Roofing & general contractorsHow it works
- SchedulingBuilt for a clientOnline self-bookingHomeowners book an estimate visit online, after their address and project type are checked against what you do.Roofing & general contractorsHow it works
- SchedulingAppointment remindersHomeowners get a reminder before estimate visits and start days, with what to move and a reply to confirm.Roofing & general contractorsHow it works
- SchedulingRecall remindersPast roof customers get a yearly reminder to book a roof check in spring, with a link to pick a time.Roofing & general contractorsHow it works
- SchedulingPlanned for a clientDispatch schedulingSchedules crews around deliveries, inspections and subs, and flags every job affected when one date slips.Roofing & general contractorsHow it works
- Intake & documentsBuilt for a clientDigital intake formsBefore a roof inspection, an online form collects roof age, layers, attic access, HOA rules and photos.Roofing & general contractorsHow it works
- Intake & documentsClient onboardingWhen a homeowner signs, the deposit, project setup, selections list and kickoff meeting follow in order.Roofing & general contractorsHow it works
- Intake & documentsDocument collectionHomeowners get one link for claim paperwork, HOA approvals or selections, with reminders for only what's missing.Roofing & general contractorsHow it works
- Intake & documentsBuilt for a clientDocument data extractionSubcontractor bids arrive as PDFs and get read into one side-by-side sheet for the estimator to compare.Roofing & general contractorsHow it works
- Intake & documentsBuilt for a clientDocument generationProposals, change orders and lien waivers are filled from the job record, for the project manager to check and send.Roofing & general contractorsHow it works
- Intake & documentsDocument classificationScanned mail and email attachments are sorted into permits, notices, statements and checks and filed to the job.Roofing & general contractorsHow it works
- Intake & documentsVisit reports from field notesInspection photos and spoken notes become a clean report filed to the job and sent to the homeowner after review.Roofing & general contractorsHow it works
- Customer communicationCustomer status updatesHomeowners get texts when the crew arrives, photos as phases finish, and a call from you when there's bad news.Roofing & general contractorsHow it works
- Customer communicationInbox triageThe office inbox is sorted into new leads, homeowner questions, supplier emails and urgent problems.Roofing & general contractorsHow it works
- Customer communicationAI reply draftingHomeowner questions about permits, schedules and prep get a drafted reply from the job record to edit and send.Roofing & general contractorsHow it works
- Customer communicationReview requestsAfter the final walkthrough and last payment, homeowners get a text with a link to your Google review form.Roofing & general contractorsHow it works
- Customer communicationWin-back campaignsPast roof customers hear about gutters, siding and skylights based on what was noted at their last job.Roofing & general contractorsHow it works
- Customer communicationMeeting notes & follow-upsA site meeting's voice notes become a summary, a list of decisions and a follow-up email for the PM to send.Roofing & general contractorsHow it works
- Customer communicationSupport ticket triageWarranty requests after a remodel are tagged by trade and urgency, matched to the job and routed.Roofing & general contractorsHow it works
- Billing & paymentsBuilt for a clientInvoicing automationWhen a phase is marked done, the progress invoice is drafted from the payment schedule with signed change orders added.Roofing & general contractorsHow it works
- Billing & paymentsPayment remindersHomeowners get reminders for each progress payment with a pay link, and accounts near a lien deadline are flagged.Roofing & general contractorsHow it works
- Billing & paymentsSupplier invoice processingLumber, window and dumpster bills are read, matched to the PO and coded to the job before anyone approves them.Roofing & general contractorsHow it works
- Billing & paymentsExpense receipt routingCrew leads text a photo of the store receipt, answer which job, and the cost lands on that job.Roofing & general contractorsHow it works
- Billing & paymentsBank and payment reconciliationCard, ACH and financing payouts are matched to job invoices, with short payments and fees flagged.Roofing & general contractorsHow it works
- Billing & paymentsBooking deposits & no-show feesSigned jobs request the deposit with the contract, and crews and materials are scheduled once it clears.Roofing & general contractorsHow it works
- Inventory & operationsBuilt for a clientMulti-supplier stock lookupPrices a materials list at several lumberyards and supply houses at once, so the estimate uses current prices.Roofing & general contractorsHow it works
- Inventory & operationsBuilt for a clientMaterial optimization & job costingPrices shingles, underlayment and trim from a roof measurement report, then checks what was actually used.Roofing & general contractorsHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA board shows every roof job from signed to paid, updated by the office, the crews and the supplier.Roofing & general contractorsHow it works
- Inventory & operationsBuilt for a clientApproval workflowsChange orders go from crew lead to project manager to homeowner for signature before the extra work starts.Roofing & general contractorsHow it works
- Inventory & operationsCompliance trackingTracks your subs' insurance certificates and licenses, and your own, and chases renewals before a job starts.Roofing & general contractorsHow it works
- Inventory & operationsRecurring task coordinationWeekly jobsite cleanups, safety walks and dumpster swaps are assigned to each site lead and followed up.Roofing & general contractorsHow it works
- Team & HREmployee onboardingNew carpenters and laborers get paperwork, safety training, tools and ride-alongs set up before day one.Roofing & general contractorsHow it works
- Team & HRTimesheets & payroll prepCrew hours by job come from the time app, crew leads approve them, and clean totals go to payroll and job costs.Roofing & general contractorsHow it works
- Data & reportingBuilt for a clientSystem syncCustomers, jobs, invoices and photos stay in step between your roofing CRM, QuickBooks Online and CompanyCam.Roofing & general contractorsHow it works
- Data & reportingAutomated reportingA Monday report of estimates sent and signed, money owed, and each job's costs against its budget.Roofing & general contractorsHow it works
- Data & reportingData cleanup and alertsFinds duplicate contacts, signed jobs with no contract on file, and jobs missing permit numbers or a lead source.Roofing & general contractorsHow it works
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