A roofing CRM dashboard that runs itself
A roofing CRM dashboard that runs itself tracks every job through its stages, from new lead to review requested, and updates from your calls, texts and email. Each morning it shows who needs a call: new leaks, quiet estimates, jobs missing materials. Westward builds these around how your company works.
Talk through your roofing company with the person who builds it
A free 30-minute call. You leave knowing which part of your roofer to hand to AI first, what we would build, and roughly how long it takes.
Stages that match roofing
New lead, inspection booked, inspected, estimate sent, insurance pending, signed, scheduled, in progress, complete, review asked. Off-the-shelf tools make you bend to their boxes. A custom one uses yours.
Insurance jobs have waiting periods that stall everything else. A stage for them keeps those homeowners from being forgotten or pestered.
The morning list
Leads that nobody has answered. Estimates quiet for several days. Jobs this week with no confirmed delivery. Completed jobs with no review request. It reads like a to-do list because it is one.
Know where jobs come from
Tag each lead by source: Google, referral, yard sign, storm flyer. After a few months you can see which source brings real jobs, not just calls.
Picture this
Examples of what it can look like. Illustrations, not clients.
You open the dashboard at 6 a.m. and see two overnight leaks, one estimate waiting on an insurer, and tomorrow’s delivery not yet confirmed.
A job moves to complete, and the review request and warranty packet queue up for your approval.
A homeowner calls back after weeks of silence. Their whole history is open: inspection photos, estimate and every message.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- OSHA: construction safety: Federal safety rules for job sites.
- EPA: Renovation, Repair and Painting Program: Lead-safe rules for work on homes built before 1978.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your roofing company with the person who builds it
A free 30-minute call. You leave knowing which part of your roofer to hand to AI first, what we would build, and roughly how long it takes.
Questions
Do I have to type everything in?
No. It reads calls, texts and email, and you correct what it gets wrong.
Who owns the data?
You do. Accounts stay yours.
Can it replace my estimating software?
It does not have to. It can sit alongside it and track what happens before and after the estimate.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses