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.
The full workflow, from trigger to completion.
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.
The automation retrieves the job record, customer contact info, and crew details.
The automation composes a professional, personalized update message with the job status and estimated completion time based on the job type and crew history.
The automation sends the message to the customer's phone number via SMS for immediate delivery.
The automation records the sent message, timestamp, and customer response status contact record.
A notification is posted to the team channel confirming the customer was updated and the message sent.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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