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 Make.com 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 AI-assisted software building into one governed system with human approval on every consequential action — 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.