Marketing & workflow automations
Roofing Marketing Automation Software
Speed-to-lead and follow-up cadences that run themselves.
Install a follow-up cadence in one click and let stage-based automations text, email, and task your team automatically — so no lead goes cold while you are on a roof.
- One-click multi-touch estimate follow-up cadences.
- Trigger actions when a job changes stage or a lead comes in.
- A reply from the customer pauses the cadence automatically.
app.eaveworks.com
EaveWorks
Automations
Automations
Add automation
| Name | Trigger | Action | Sent | Status |
|---|---|---|---|---|
| Speed-to-lead text | Lead created | Send text | 128 |
|
| Estimate follow-up · day 1 | Enters 'Proposal Sent' | Send text | 84 |
|
| Estimate follow-up · day 3 | 3d after proposal | Send email | 61 |
|
| Missed-call text-back | Missed call (CallRail) | Send text | 42 |
|
| Review request | Reaches 'Closed' | Send text | 37 |
|
The rest of the suite
Unified job pipeline
Every lead to every closed job on one AccuLynx-style board.
Estimates, proposals & e-signature
Build the estimate, send a branded proposal, get it signed — free.
Invoicing & online payments
Invoice, collect online, and keep more of every dollar.
Two-way texting & unified inbox
Unlimited two-way SMS — included, never an add-on.
Job photos & customer sharing
Document every roof and share albums with the homeowner.
Financial worksheet & job costing
Know the real margin on every job, in real time.