Each write-up covers the challenge, the workflow before, what we built, how it works, the tools, where people stay involved, the result and what we learned.
Replacing a basic automated texter with a purpose-built screening and booking system for commission roofing sales reps, applicants screened with evidence, interviews booked without phone tag, hires approved by the owner.
Consolidating prospecting, sales, proposals, payments and onboarding into one system, with a named person approving anything consequential. Built on our own company first.
Turning years of cold text threads, missed inspections, unanswered proposals, past clients, into a paced, owner-approved re-engagement program that sends from the owner's own number, inside the original thread.
A proposal generator that turns roof measurements into a branded, multi-option PDF, plus a satellite-tracing quote tool for permanent lighting, built to end late-night estimating.
Supplier invoices read from email and attached to the right job in the CRM automatically, with only the ambiguous ones sent to a person, so material cost is known per job, not at month end.
A nightly sourcing, scoring and compliance pipeline that hands each rep a ready call queue, plus a human-operated browser dialer, built so our own sales day starts with dialing, not list-building.
Book an audit. We'll map one workflow and tell you what a system for it would look like, and what it wouldn't do.