When hail moves through Allegheny County, every roofer's phone rings at once. Leads arrive by call, web form, Facebook, and referral, and the office keeps up right until it doesn't. CTS builds automation for Pittsburgh roofing contractors that catches every lead, carries a job from estimate to final invoice without re-keying, and keeps crews, materials, and claim paperwork moving — inside the roofing software and QuickBooks you already run.
Four places a roofing office bleeds time, and what an automation does about each one.
A slow Tuesday and the day after a hailstorm should get the same response. Every call, form, and message becomes one record with the address, roof type, and where the lead came from — then a confirmation goes out and the inspection gets slotted.
The measured estimate becomes the contract, the signed contract becomes the job, the completed job becomes the invoice in QuickBooks. Nobody types the same square count three times, and deposits and final payments are requested on schedule.
A signed job should trigger a crew slot, a dumpster, and a material order draft from the takeoff — and a weather hold should move all three at once instead of three separate phone calls.
Crew photos land in the right job folder tagged by stage, claim packets assemble themselves from those photos and your measurements, and a quiet claim gets flagged before the deadline passes.
A hail event pushes dozens of inquiries in one afternoon. Each is logged, tagged by source and neighborhood, and receives a text confirming an inspection window. The office works a prioritized list instead of a voicemail box.
An e-signature on the contract triggers the deposit invoice, a hold on the crew calendar, a material order draft for the office to approve, and a customer email explaining what happens next and when.
A monthly report compiles leads, inspections, estimates, and signed jobs by source — Google, referral, door-knock, storm canvass — so you fund the marketing that actually turns into roofs.
No. We build on top of what you have — your CRM, estimating and photo tools, QuickBooks, your phone system. What each one exposes, and so what we can automate around it, varies. The AI Readiness Scan checks your specific stack before we promise anything. Your office keeps the screens they know; the automation moves data between them.
The paperwork side, yes: photo packets by stage, claim numbers and adjuster deadlines, supplement cover letters drafted from your measurements, and a nudge when a claim goes quiet. The adjuster conversation stays with your people, and a human reviews before anything goes out.
Yes. We've built websites for Pittsburgh-area roofers including DAC Roofing, Top Crew Contracting, and TTG Roof Pro's, so the inspection-to-supplement cycle is familiar. Automation work starts with an AI Readiness Scan.
The intake, estimate-to-invoice, and scheduling flows above are built with our AI workflow automation service — mapped with you first, then automated end to end.
Close-rate-by-source reporting only works if lead sources are tagged consistently. Data cleanup & reporting fixes the history and keeps the numbers honest going forward.
Roofing CRM, estimating tool, photo app, QuickBooks, phones — systems integration is what lets a square count entered once show up in all of them.
Office laptops, the crew's tablets, email, backups, and the phone line the storm leads come in on. Our managed IT keeps the foundation up so the automations have something to run on.
The AI Readiness Scan is a fixed-scope, flat-fee review: your systems, where the hours go, how clean your data is, and five prioritized moves with estimates. Not a roofer? See HVAC contractors or landscaping & lawn care.