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Case Studies/Industry-Ready Solution for Roofing Business
Up-Struct LLCLynnwood, WA, USA

Industry-Ready Solution for Roofing Business

Complete roofing business automation from AI voice agent lead capture through warranty follow-up with integrated CRM, automated contracts, and real-time project management.

See How It Works
Cabinetry & Coatings
Industry
Industry-Specific
Solution Type
9+
Technologies

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Measurable Results

Quantifiable business outcomes demonstrating the tangible value of our automation solutions

Reduced lead response time from 2-4 hours to 7 seconds with AI voice agent eliminating missed emergency calls

Strategic Impact

Reducing lead response time from hours to 7 seconds transforms Up-Struct from missing emergency opportunities to capturing every roofing lead, particularly critical for storm damage and urgent repairs.

Business Value

Instant response capability increases emergency lead capture by 200% while establishing Up-Struct as the most responsive roofing contractor in their market.

Challenge & Solution

Real business challenges and our targeted automation solutions

Business Bottleneck
Solution Points

Business Bottleneck

Up-Struct LLC faced critical operational breakdowns across their 9-stage roofing process spanning lead generation through warranty service. Manual lead processing from multiple channels (Yelp, Angi Ads, Thumbtack, Google) resulted in 47 missed leads weekly with 2-4 hour response delays. Fragmented systems (SumoQuote, Roofr, QuickBooks) operated in isolation, creating procurement delays, quality control gaps, and client communication blackouts. Emergency roofing requests were lost, material orders took 3-5 extra days, and 25% rework rate due to unstructured quality processes.

Solution Points

1

Implemented AI voice agent using Twilio and PlayHT responding within 7 seconds when staff unavailable, automatically qualifying leads and booking appointments

2

Built centralized Monday CRM integrating all lead sources with automated qualification workflows and emergency prioritization

3

Created seamless sales automation connecting SumoQuote estimates with DocuSign contract generation and 20% deposit collection

4

Developed intelligent material procurement with Roofr integration automatically generating supplier requests and contracts

5

Established systematic 3-stage quality control with photo documentation, progress tracking, and automatic payment triggers

6

Built real-time client communication system with milestone notifications, progress photos, and automated review requests

7

Integrated QuickBooks for automated 20% deposit and 80% final payment processing with instant invoicing

8

Created structured 4-phase workflow management from lead generation through warranty follow-up and maintenance reminders

9

Implemented Slack coordination for internal team communication and project status updates

“Running a roofing business meant constant chaos - emergency calls going to voicemail, manual material orders delaying projects, and clients never knowing when their roof would be fixed. We were losing leads to competitors who answered faster and struggling with coordination between sales, materials, and installation teams. The AI transformation changed everything. Now our AI agent answers every call in 7 seconds, books appointments automatically, and clients get real-time updates with photos. Material orders happen instantly when contracts are signed, and our 3-stage quality process means perfect installations every time. We went from reactive chaos to systematic excellence while still maintaining the personal service roofing clients need.”

Alex A.

CEO at Up-Struct LLC

Technical Deep Dive

Explore the technical architecture and implementation details

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