Case File 01 · Residential Roofing — Home Services

They ran on paper. We rebuilt everything.

Hand-typed quotes and forgotten follow-ups became one connected sales-ops platform — roofs measured from satellite in seconds, AI-built tiered proposals tracked to the open, a self-running command center, and a customer portal. First lead to signed roof.

They ran on paper. We rebuilt everything.
Satellite roof measureAI-built proposalsSelf-running follow-up1 system

One platform runs the whole company

Not a proposal tool bolted onto a CRM — a complete roofing operation: an owner dashboard, a sales command center, satellite roof measure, tiered proposals, follow-up automation, and a customer portal.

Before

Leads in text threads. Proposals typed over days. Follow-up from memory.

After

It all became one system — from the first lead to the signed roof.