Automate end-to-end project workflows for roofing jobs by connecting intake, scheduling, onsite service, and handoff through a unified system. Integrate existing tools (e.g., QuickBooks, Outlook, WordPress) and automate status notifications to reduce manual handoffs and delays across commercial, healthcare, and government projects.

Continuously sync and deduplicate client and project data from all touchpoints (web, email, field teams) to maintain a single, accurate source of truth. Automate updates for job status, contact roles, and regulatory documentation, ensuring seamless lead-to-service handoff and unified reporting.

Reduces time spent on manual data cleaning by 80% and decreases service errors (missed renewals, outdated contacts), improving reporting accuracy and supporting pipeline growth via faster, cleaner onboarding.

Deploy automated operational playbooks tailored by client sector (healthcare, education, government) for onboarding, compliance, and project delivery. Trigger task reminders, compliance checks, and enablement content to field crews and project managers based on project type and stage.

Ensures 100% playbook adherence, reducing project inconsistencies and rework; projects complete 15% faster and client satisfaction increases, driving more referrals and repeat business.