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About This Automation
Roofing companies manually check job progress multiple times daily, compose custom messages, and send updates to customers via email or text. This fragmented workflow delays notifications and consumes significant office staff time.
Automation monitors job milestones in real time, generates professional customer messages with accurate ETAs, and sends updates instantly. Customers receive timely notifications while staff focus on exceptions and complex inquiries.
Key features:
Monitor job status changes automatically and trigger updates when milestones are reached
Generate personalized customer messages with accurate completion estimates based on crew location and historical data
Send updates via email or SMS instantly without manual composition or sending
Log all communications in your CRM automatically for audit and customer history
Route customer replies and exceptions to staff for human review and response
Hidden Overhead™Context switching between job system, email, and CRM; managing customer.
7.1/ 10
How The Automation Works
The full workflow, from trigger to completion.
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1. Job Status Changestrigger
The automation watches for job status updates or the field system. When a job moves to in progress, nearly complete, or complete, the workflow starts.
2. Fetch Job and Customer Details
The automation retrieves the job record, customer contact info, and crew details.
3. Generate ETA and Message
The automation composes a professional, personalized update message with the job status and estimated completion time based on the job type and crew history.
4. Send SMS
The automation sends the message to the customer's phone number via SMS for immediate delivery.
5. Log Update
The automation records the sent message, timestamp, and customer response status contact record.
6. Notify Team
A notification is posted to the team channel confirming the customer was updated and the message sent.
DisclaimerAll data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more
What you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Frequently asked questions
Everything you need to know before mapping this process.
The automation sends updates when a job starts, reaches near completion, or finishes. You can customize which milestones trigger notifications based on your workflow.
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