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
Paused Platform
Explore More Tools
Everything connected in one platform.
Start free today
Ready to Work
Smarter & Faster?
Join roofing companies already running smarter operations with RoofYX.
No credit card required
·
14-day free trial
·
Cancel anytime
·
Setup in 5 minutes