How Roof Squad Transformed Operations with AI + Salesforce
Faster response time. Roof Squad cut their quote turnaround from 48 hours to just 6 hours, speeding up sales and boosting close rates.
The Situation
Roof Squad had the talent and demand to grow, but their tools were slowing them down. Relying on spreadsheets, and manual communication, the team struggled with missed leads, untracked jobs, and late billing. There was no automation, no real-time visibility, and no way to scale into new markets without breaking the system they had.
Our Approach
Roof Squad needed more than a new CRM. We built a fully customized Salesforce Sales Cloud platform tailored to their residential, commercial, and insurance workflows. The system integrates all key tools, automates tasks, and uses AI to improve efficiency across departments.
Custom Salesforce Setup
We built a tailored Salesforce system with custom objects for leads, jobs, claims, A/R, and contracts. Each workflow—residential, commercial, and insurance—was mapped with multi-stage pipelines. Role-based permissions and automated task handoffs ensured teams worked efficiently with clear responsibilities.
Tool and System Integrations
Integrated key platforms to centralize operations: Dialpad for call tracking, QuickBooks for invoicing, Nearmap for aerial imagery, Ramp for expense tracking, and DocuSign for digital contracts. Google Calendar and CallTrackingMetrics were also connected for scheduling and lead attribution.
AI and Reporting Features
Added AI tools for lead scoring, automated follow-up, and document generation. An AI collections bot prioritized overdue accounts. Real-time dashboards in Power BI and Tableau provided visibility into performance, job status, and financials.
Measurable Impact in Just 120 Days
Faster Turnaround Times
Call to quote time dropped from 48 hours to just 6, helping the team respond quicker and close more deals.
Improved Conversion and Job Efficiency
Lead to close conversion rose from 14% to 20.7%, while average job cycle time was cut in half, from 22 days to 11.
Stronger Financial Performance
Accounts receivable over 60 days was reduced from $145K to $59K, improving cash flow and collections.
Scalable Growth Across Markets
With streamlined systems, Roof Squad expanded operations from 2 to 5 active markets, without growing internal chaos.
Scaling Starts with the Right System.
Roof Squad didn’t just upgrade tools, they transformed how they operate. With automation and scalable systems in place, they’ve saved time, improved communication, and expanded into new markets.
“We were tired of CRMs that looked good on paper but didn’t reflect how roofing
companies really operate. Work Ninjas gave us the system we dreamed about but never thought we could afford. Now we’re running like a tech company that happens to do roofing.”
