The outcome
- Roofr went from "we bought a tool" to "this is how we sell."
- A webhook bridge routes Roofr estimates into the existing CRM workflow.
- Implementation documentation gives new estimators a repeatable onboarding reference.
The challenge
Roofing companies buy platforms like Roofr expecting transformation. What they get is a login and a documentation portal. This company needed someone to do the actual implementation: configure the workflows, draft the customer-facing service agreements, build the pricing documents, and wire Roofr into its existing GoHighLevel pipeline so records moved between the two systems.
How we did it
- Did a deep dive on the Roofr platform and built implementation checklists, internal playbooks, and pricing documents aligned with how the company actually sells.
- Drafted service agreements in trade-appropriate language: not corporate legalese, not so casual it fails to protect the business.
- Built a Roofr-to-GoHighLevel webhook bridge in Node.js, so estimates flowing through Roofr automatically create contact and opportunity records in the CRM.
- Documented the entire stack so the team can train new hires without re-engaging consulting.