I will setup roofr houzz pro jobtread workiz estimate proposal client approval
CRM SPECIALIST
About this Gig
Need a cleaner way to manage estimates, proposals, and client approvals across your roofing, construction, or home service business?
I can set up and configure Roofr, Houzz Pro, JobTread, or Workiz around your actual sales workflow so you can move prospects from estimate to proposal to approval with less manual work.
Whether you're starting from scratch, improving an existing setup, or need your current workflow organized, I'll configure the platform around your business process.
Your setup can include:
- Estimate configuration
- Estimate templates
- Pricing and service setup
- Proposal configuration
- Proposal templates
- Client approval workflows
- Customer and contact setup
- Sales pipeline configuration
- Custom fields
- Status and workflow stages
- Follow-up workflow setup
- Project and job organization
- Basic automation
- Testing and workflow optimization
I can work with Roofr, Houzz Pro, JobTread, and Workiz depending on the workflow your business needs.
Whether you're a roofer, contractor, remodeler, or home service company, I'll build a clean setup that fits your operation.
Send me your current workflow or tell me what you want the system to accomplish, and I'll recommend the right setup.
Software:
Jobber
FAQ
Can you set up any of these platforms?
Yes. I can configure Roofr, Houzz Pro, JobTread, and Workiz based on your specific workflow and requirements.
Can you create estimate templates?
Yes. I can configure estimate templates, pricing structures, services, fields, and other relevant settings.
Can you set up proposals and client approvals?
Yes. I can configure the proposal workflow and organize the client approval process according to your sales process.
Can you set up multiple platforms together?
Yes. If your business uses multiple platforms, I can help organize the relevant workflows across them.
Do you provide automation?
Yes. Where supported by the selected platform, I can configure appropriate workflow automation and streamline repetitive steps.

