I will hover setup roofing exterior measurement CRM estimating sales workflow pipeline
CRM, AI Automation Workflow Expert Contractor Sales Pipeline Specialist
About this Gig
You're climbing roofs to measure, coming back to the office to estimate, then manually entering everything into your CRM. That's three hours of admin per job and you're losing deals while you're doing it.
I set up Hover end-to-end for roofing and exterior contractors aerial 3D measurements, automated estimates, and a full CRM sales pipeline so your team closes faster with less manual work.
From Hover capture to proposal sent, I build the workflow so nothing falls through between the measurement and the signed contract.
Here's what my service includes:
- Hover account config
- Property measurement setup
- Aerial capture workflow
- Estimate template build
- Material pricing config
- CRM pipeline build
- Lead stage automation
- Measurement-to-estimate trigger
- Proposal auto send
- Follow-up task trigger
- Rep assignment rules
- Job status sync
- CRM field mapping
- End-to-end testing
- Loom walkthrough
Platforms I work with:
Hover · JobNimbus · AccuLynx · HubSpot · Salesforce · Zapier · Make.com · CompanyCam · EagleView · Xactimate · Roofr · Jobber · ServiceTitan · Google Sheets · Slack · DocuSign · PandaDoc · Stripe · QuickBooks Gmail
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Jobber
FAQ
Roofing crews measuring manually then re-entering data into CRM and estimate software
I connect Hover aerial measurements directly to your CRM and estimate template — one property scan auto-populates material quantities, pricing, and job details, cutting estimate time from two hours to under ten minutes.
Roofing contractors, exterior remodelers, or gutter companies needing a faster sales process
I set up Hover workflows for roofing, siding, gutters, windows, and exterior painting contractors any trade using aerial or 3D property measurement to generate estimates and manage a sales pipeline.
Deciding whether Premium is worth it over Standard for a roofing operation
Premium adds proposal auto-send on estimate completion, follow-up sequences, rep assignment rules, job status sync back to Hover, full SOP documentation, and 7-day support built for crews running 10-plus jobs weekly.
Not sure exactly what gets configured inside Hover and the connected CRM
I configure your Hover capture workflow, build estimate templates with your material and labor pricing, map Hover job data to CRM fields, set pipeline stages, trigger follow-up tasks, and record a full Loom walkthrough.
Using AccuLynx, JobNimbus, Roofr, ServiceTitan, or a different roofing CRM
I work with JobNimbus, AccuLynx, Roofr, ServiceTitan, Jobber, and HubSpot for roofing, if your CRM isn't listed, message me. Any platform with a Zapier, Make.com, or API connection can be wired into your Hover workflow.

