Workflow Automation for Roofing Contractors

Every Manual Task Your Team Does Is a Potential Automation

Think about every repetitive task your team does: following up with leads, assigning jobs to crews, notifying homeowners of production dates, requesting reviews after completion. Every single one of those can be automated in CompanySync — and none of them require technical knowledge to set up.

Visual Workflow Builder

Drag-and-drop triggers, conditions, and actions to build workflows. See the entire automation flow on one screen — no coding, no spreadsheets.

Trigger From Any CRM Event

Workflows can be triggered when a lead is created, a pipeline stage changes, an estimate is opened, a contract is signed, an invoice is paid, and much more.

Multi-Step Action Chains

A single trigger can fire an SMS, assign a task to a rep, update a pipeline stage, send an email, and notify a manager — all in sequence, all automatically.

Conditional Logic

Add if/then branches to your workflows. For example: if lead score > 80 AND storm within 30 miles, then assign to senior rep and send priority SMS.