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I will procore houzz pro quickbook construction crm salesfoce roofr workflow automation
Friendly Gohighlevel CRM and Automation Specialist
JOUN, I specialize in peptide advertising and digital marketing, creating human-crafted, non-AI ad copy, targeted campaigns, engaging content, lead generation strategies, and conversion-focused market...
About this Gig
I WILL PROCORE HOUZZ PRO QUICKBOOKS CONSTRUCTION CRM SALESFORCE ROOFR WORKFLOW AUTOMATION
Hello and welcome!
Are missed estimate follow-ups, slow change orders, and disconnected job data costing your construction company money? I specialize in building connected workflows across Procore, Houzz Pro, QuickBooks, Salesforce, and Roofr.
Let me help you win more bids and get paid faster! I help contractors, roofers, and remodelers automate lead intake, estimates, approvals, and invoicing.
What You Will Get:
- CRM Setup & Configuration
- Lead Capture Forms & Intake Automation
- Estimate & Proposal Workflow Automation
- Roofr Measurement-to-Quote Handoff
- Procore Project & Bid Sync
- Houzz Pro Lead & Client Sync
- QuickBooks Invoice & Payment Automation
- Salesforce Pipeline & Deal Stages
- Instant New-Lead Alerts
- Zapier/Make Integrations
- Data Cleanup & CSV Imports
- Team Roles & Permissions
- Job & Revenue Dashboards
Stop losing jobs to slow follow-ups. Message me today with your current software stack, and lets build an automated system for your business!!!
Software:
Procore
Industry:
Business services & consulting
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Data analytics
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Software
FAQ
Which platforms do you work with?
I work with Procore, Houzz Pro, QuickBooks, Salesforce, and Roofr. I can also connect them using Zapier or Make, so your data moves between tools without manual entry.
Do I need to already have these tools set up?
No. I can set up new accounts or improve your existing ones. Just share your current software stack and I’ll recommend the best setup for your business.
What access do you need from me?
I need admin or manager-level access to the platforms we’re connecting. You can invite me as a team member, and I’ll never ask for your personal passwords.
How long does a typical project take?
Most basic workflows are done in 3 to 5 days. Larger projects with several integrations or data migrations may take 7 to 14 days. I’ll confirm the timeline before I start.
Will you train my team after the setup is complete?
Yes. Every order includes a short walkthrough of how the automations work, plus simple written notes so your team can use them with confidence. I also offer 7 days of support after delivery for any issues.
