10 Hours Saved
Every Single Week.
Build if-this-then-that workflows with zero code. Automate follow-ups, status updates, task assignments, and more — triggered by any event in the platform.
10hrs
Saved per week per user
0
Missed follow-ups
∞
Custom triggers
Workflow Automations
Put Your Business on Autopilot
RoofYX automations fire when something changes — a lead status updates, a proposal is viewed, a job is marked complete. Set the trigger once and let the platform handle the rest.
- Auto follow-up emails after estimate is sent
- Notify crew when job is scheduled
- Status change triggers (lead → estimate → job)
- Automatic overdue invoice reminders
- Task assignment rules by job type
- No-code visual workflow builder
Workflows 3 active
Follow-up after estimate sent
TRIGGER Estimate Sent
WAIT 48hrs
ACTION Send Email
Notify crew on new schedule
TRIGGER Job Scheduled
ACTION SMS Crew
Overdue invoice reminder
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Everything connected in one platform.