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Trades & Field

Automation for roofing contractors.

Roofing lives and dies on how fast a lead becomes an inspection and how cleanly the paperwork survives the insurance round trip. A Convoy CIS runs intake, estimating, supplements and collections as one system instead of five inboxes.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a roofing contractors operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Leads from ads, referrals and door-knocks landing in different places
  • Inspection photos scattered across phones with no link to the file
  • Insurance supplements chased manually, with no view of what is outstanding
  • Crew scheduling rebuilt by hand every week around weather
  • Final invoices sent late because the job file is spread over four tools
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Lead intake & speed to contact

Every lead source lands in one queue with the first response drafted immediately.

02

Inspection & estimate file

Photos, measurements and notes assembled into one job record that the estimate is built from.

03

Supplement tracking

Every claim and supplement tracked to a status, with follow-up staged automatically.

04

Crew & collections

Schedules rebuilt against weather and job state; receivables aged and chased.

03 / The dashboard

This is how your board could look.

A command view built for Roofing Contractors. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Roofing Contractors
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

AccuLynx JobNimbus CompanyCam EagleView QuickBooks Twilio

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.