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Done For You

Estimates, crews and timesheets handled for roofing and remodeling

Roofing, remodeling and construction companies juggle large estimates, crew schedules that change with the weather, and timesheets from many sites. These automations keep that work moving between the office and the field.

See the automations
  • Live in 3 to 6 weeks
  • Works inside your current tools
  • Your people approve what matters

Roofing, remodeling & construction

The 3 automations that matter most

Automation 1

Quotes & Estimates

Drafts detailed estimates from measurements, photos and your pricing, and follows up with homeowners until they decide.

See the outcome
  • Faster estimates after the visit

    Estimators review and send a draft built from their own notes and your price book, instead of starting from a blank quote at the end of a long day.

  • No quote left without a next step

    Every open estimate has an owner, a scheduled follow-up and a recorded status, so quotes stop dying quietly in the pipeline.

  • Real reasons for lost work

    Customer replies are sorted into price, timing, financing, scope or competitor reasons, giving you data to adjust pricing and offers instead of guessing.

Automation 2

Scheduling & Dispatch

Builds crew schedules from jobs, skills and materials and reshuffles them when weather or delays change the plan.

See the outcome
  • Plans that adjust themselves

    When a stop runs long or a driver is out, the agent proposes a reworked plan in minutes, so dispatchers approve changes rather than rebuild the day.

  • Customers informed without calls

    Customers get booking confirmations, day-before reminders and live arrival updates, so fewer of them phone the dispatch desk.

  • Less waiting at docks and sites

    Appointments are booked and confirmed ahead of time, cutting idle time for drivers and crews.

Automation 3

Timesheet & Payroll Validation

Checks crew hours across sites against schedules before payroll and flags missed punches and overtime.

See the outcome
  • Fewer corrections after payday

    Problems are found during the pay period while they are easy to fix, so fewer employees are paid wrong and fewer off-cycle checks are needed.

  • Calmer payroll deadlines

    Payroll starts the final review with a short exception list instead of the full register, and managers are chased about missing approvals days earlier.

  • Evidence for every change

    Each flag, fix and approval is recorded with the reason, which helps with wage-and-hour questions, audits and employee disputes.

How it works

From kickoff to live in 3 to 6 weeks

Every automation follows the same path. You see it working on your own data before it handles live work.

  1. 1

    Week 1

    Discovery and access

    We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.

  2. 2

    Weeks 2–3

    Build and connect

    We build the agents and connect your systems, with your rules, approval steps, permissions and logging.

  3. 3

    Weeks 3–5

    Test and pilot

    We test on your real history, then run a pilot on live work while your team reviews what the agent does.

  4. 4

    Weeks 4–6

    Go live and hand over

    We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.

Included with every automation

Executive Ask: ask your business anything

One plain-English assistant connected to the systems you run: CRM, helpdesk, ERP and accounting, HR, inbox and documents. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

  • Which estimates over our average job size are still open, and when was each customer last contacted?
  • What were the top reasons we lost replacement quotes this quarter?
  • Which customers had late deliveries this week, and what caused them?

Roofing, remodeling & construction: questions

Straight answers to what clients ask us most.

Ask our team

Can it use our measurement tools?

Yes, where they offer integration options, such as EagleView, Hover or CompanyCam. The agent uses their reports and photos to draft estimates for your estimator to check.

Does it work with construction software?

We connect to tools such as JobNimbus, AccuLynx, Buildertrend and Procore where they offer APIs, and confirm the details during discovery.

Which field service software do you work with?

ServiceTitan, Housecall Pro, Jobber, FieldEdge and Workiz are the most common, along with QuickBooks for accounting, where they offer integration options. We confirm your setup during discovery.

Can it answer the phone after hours?

Yes. Missed and after-hours calls get a text or voice reply, the agent books the job into open slots and follows your rules for emergencies and on-call technicians.

More in Home & Field Services

Get this running in your business

Tell us about your volumes and tools. A senior engineer replies within one business day with scope and timeline.

Live in 3 to 6 weeks · Priced after a short call · Company emails only