OpsRev deploys autonomous digital teammates that live inside your existing tools — Slack, Teams, Email, Google Chat — and handle CRM updates, lead follow-ups, estimate tracking, and the admin grind that buries your sales reps. Not software. Actual AI coworkers.
Roofing Verticals We Serve
100–1,000 employees. Residential, commercial, storm restoration, and multi-family roofing operations.
Your reps are spending half their day on CRM updates and follow-up emails instead of closing deals. You need sales capacity without more headcount.
You're scaling locations, integrating acquisitions, and drowning in process gaps. Every new branch means more admin overhead.
Leads fall through the cracks. Estimates go un-followed-up. Your team is reactive instead of proactive because there aren't enough hours in the day.
Commercial bids require 40-page proposals, takeoff data entry, and compliance docs — all hand-assembled. Your estimators are buried.
Every "Estimating Assistant" or "Sales Admin" job posting is a signal: you're paying $55K+ for someone to move data between systems. That's not a job — that's a process failure.
Your sales reps spend 2+ hours per day updating Salesforce, JobNimbus, or AccuLynx. Logging inspections, uploading photos, updating lead status, entering measurements — all manual. That's not selling. That's data entry with a truck.
Homeowner calls in, gets quoted, and never hears back. Insurance claim gets approved but follow-up takes 5 days. Your close rate isn't bad because your reps can't sell — it's bad because nobody follows up fast enough.
Every new branch, every PE acquisition, every storm season surge means hiring more office staff. You scale revenue but your admin headcount scales right with it — eating your margins.
Picture your office right now: someone's updating the CRM from yesterday's inspections. Someone else is chasing down an insurance supplement. A sales admin is hand-typing measurements into a proposal template. Your office manager is reconciling lead sources in a spreadsheet.
None of this is skilled work. All of it is necessary. And all of it is costing you $55K–$90K per person, per year — for people who work 40 hours a week, take PTO, and quit every 18 months.
A digital teammate does this work 24/7/365 for a fraction of the cost. No ramp time. No turnover. No benefits. It lives in your Slack or Teams and just… works.
A digital teammate replaces 2–3 full-time admin hires — CRM data entry, lead follow-up, estimate tracking, and document assembly.
2–3 admins × $60–$90K fully loaded = $180K+ per year on manual data entry, follow-ups, and document prep that should be automated.
Industry data shows roofing companies lose ~30% of qualified leads due to slow follow-up. Every day a lead sits without contact, close probability drops 10%. A digital teammate follows up in minutes, not days.
OpsRev isn't software you install. It's an autonomous AI coworker that lives in your team's existing communication tools and handles the operational work that buries your office staff.
We connect to your CRM (Salesforce, JobNimbus, AccuLynx), communication tools (Slack, Teams, Email), and document systems. Then we map your existing sales and admin processes — how leads flow, how estimates get tracked, how follow-ups happen (or don't).
Your digital teammate watches how your team works for 1–2 weeks. It learns your process, your terminology, your CRM structure. It drafts outputs but doesn't take action — your team reviews everything and provides feedback.
Once calibrated, the digital teammate starts handling work autonomously — CRM updates after inspections, lead follow-up sequences, estimate reminders, proposal assembly. Your team approves external-facing actions with one click.
Full visibility into everything the digital teammate does. Audit trails, approval workflows, and activity reports delivered to your team channel. Your team stays in control — the AI handles the grind.
Everything your office admin, sales assistant, and CRM jockey does — handled autonomously, 24/7.
Your digital teammate drafts follow-up emails, updates CRM records, and assembles proposals — but nothing goes to a customer until your team clicks "Approve." High-speed preparer, not a rogue sender.
Inspection complete? Photos uploaded? Measurements taken? Your CRM gets updated automatically — no more end-of-day data entry marathons.
New lead comes in? Follow-up email drafted and staged within minutes. No more 5-day gaps between inquiry and response.
Every open estimate gets tracked. Automated reminders when prospects go cold. No more zombie deals sitting in the pipeline for months.
Scope documents, insurance supplement packages, and bid proposals assembled from templates and project data. No more copy-paste from old jobs.
Supplement tracking, adjuster follow-ups, and claim status updates — all handled automatically so nothing falls through the cracks.
Daily pipeline scans flag stale deals, missing follow-ups, and at-risk revenue. Your sales managers get proactive alerts, not end-of-month surprises.
Same process, every branch, every time. Your digital teammate enforces SOPs across locations — critical when scaling through acquisitions.
Before every customer interaction, your rep gets an auto-generated briefing: property details, prior work, claim history, and talking points.
OpsRev plugs into the software your team already uses — no rip-and-replace. See how we work alongside each platform.
All-in-one roofing CRM. We automate the admin work around it.
Flexible CRM with open API. We fill the workflow gaps.
Aerial measurement data. We turn reports into proposals automatically.
Enterprise field service platform. We handle the ops overhead.
Commercial project management. We automate preconstruction admin.
Photo documentation. We turn photos into CRM updates and reports.
Marketing & lead gen. We make sure those leads actually get worked.
Instant measurements & proposals. We handle everything after the quote.
In-home sales platform. We automate the follow-up and back-office work.
Storm tracking & canvassing. We turn door knocks into managed pipeline.
What can actually be automated today, which tools help, and where the real ROI lives.
ComparisonHonest reviews of AccuLynx, JobNimbus, ServiceTitan, Roofr, and more.
AnalysisCutting through the hype. What AI tools deliver real ROI for roofers right now.
GuideHow to connect AccuLynx, EagleView, CompanyCam, and the rest of your stack.
See exactly how a digital teammate fits into your roofing operation. We'll map your current process, show you where the waste is, and demonstrate what 24/7 autonomous operations looks like — no commitment required.