About This Automation
Estimating and quoting in roofing requires measuring sites, researching material costs, and manually assembling quotes into branded documents. Manual quote creation consumes 90+ minutes per job and introduces pricing errors, delays, and poor visibility into quote status.
Automation captures site data once, calculates pricing automatically from live supplier costs, generates branded PDFs instantly, and tracks quote status in real time. Estimators spend per quote instead of 90, and can prepare three times as many quotes weekly.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Estimator enters measurements, material type, and customer details into a mobile form or web intake. The data is captured once and stored centrally.
The automation platform queries the supplier price list and retrieves the latest costs for shingles, underlayment, flashing, and labour rates.
The automation calculates total material cost, labour hours, overhead, and applies the company margin. The final price is generated automatically.
The automation creates a branded PDF quote document using the customer name, address, measurements, material list, and calculated price. The PDF is stored and ready to send.
The quote PDF is automatically emailed to the customer with a personalized cover message. The email is logged and timestamped.
Quote details (customer, amount, date sent, job address) are automatically recorded. A deal record is created and linked to the contact.
A follow-up task is automatically scheduled for 4 days after the quote is sent. If no response is received, a reminder email is triggered.
The estimator receives a notification confirming the quote has been sent, with a link deal for tracking customer engagement.
Most popular tool stack used
— the complete tool combinations companies use
HubSpot
Google Sheets
Gmail
Adobe Acrobat
SlackWhat 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.
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Frequently asked questions
Everything you need to know before mapping this process.
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