Demo Environment — all customers, addresses, jobs, financials and communications shown are fictional.

Automations

Fictional workflow library covering the full roofing lifecycle, with run history and error monitoring.

Workflows

18

14 active

Runs (30 days)

786

All workflows

Errors

1

Require attention

Awaiting approval

1

Human review required

Workflow errors

  • Supplement Status Sync — success rate 58.3%
WorkflowTriggerStatusRuns 30dSuccessEnabled
New Lead Speed-to-Lead
10 steps
New form, call, chat or ad lead
Active
14898.6%
Missed Call Text-Back
4 steps
Missed inbound call
Active
63100%
Appointment Reminder
5 steps
Appointment booked
Active
8197.5%
Quote Follow-Up
7 steps
Quote sent
Active
6196.7%
Insurance Claim Education
7 steps
Claim flagged on opportunity
Active
2295.4%
Production Notifications
9 steps
Job stage change
Active
21499.1%
Review and Referral
5 steps
Job marked complete
Active
4193.2%
Annual Roof Check
4 steps
11 months after completion
Active
18100%
Storm ZIP Trigger
5 steps
Hail/wind event in served ZIP
Needs approval
3
Supplement Status Sync
4 steps
Carrier document uploaded
Error
1258.3%
Neighborhood Saturation Launch
5 steps
Job sold
Active
24100%
Homeowner Reactivation
4 steps
Estimate older than 180 days
Active
3799.0%
Permit Status Chaser
3 steps
Permit pending > 3 days
Active
9100%
Subcontractor Insurance Watch
3 steps
COI expiring in 30 days
Active
4100%
Deposit Collection
3 steps
Contract signed
Active
2494.0%
No-Show Recovery
4 steps
Appointment marked no-show
Paused
683.3%
Final Invoice & Warranty
4 steps
QC passed
Active
1997.4%
Commercial Proposal Cadence
3 steps
Commercial proposal presented
Draft
0

Fictional automations. No messages are actually sent in this demo.