I will be your roofing virtual assistant and project manager
Roofing Virtual Assistant, Xactimate Estimator
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
About this Gig
I help roofing companies stay organized, efficient, and profitable by managing the entire backend operation so you can focus on sales and production.
With 5 years of experience in managing roofing projects from lead entry to final payment, I understand how critical smooth coordination is in insurance and retail roofing jobs.Once a lead enters your system, I take over and ensure the job moves forward without delays.
My Experience Includes:
- Entering and organizing leads in CRM systems (JobNimbus, AccuLynx, Roofr etc.)
- Managing job progress from inspection to completion
- Handling documentation and maintaining structured job folders
- Sending contracts, invoices, and Certificates of Completion for digital signatures
- Managing PA paperwork and insurance documentation
- Requesting and tracking depreciation
- Coordinating supplements and required documents
- Ordering roof reports
- Creating and placing material orders
- Tracking material delivery
- Coordinating with crews and production teams
- Customer communication via CRM, email, and text
- Final invoice follow-ups
My goal is simple: keep every job moving efficiently through the pipeline.
I am the best you will ever find for a roofing comapany.
Purpose:
Business
Clients I’ve worked with
Complete Precision Roofing
Maintenance & Installation
I was hired to manage all the documents and files in a particular CRM, Known as Acculynx. I have experience in using CRM's specially related to roofing industry. I completed the task before given deadline and my client was satisfied with it.
Jan 2023-Jan 2023
My Portfolio
FAQ
Do you know the US roofing Industry?
Yes i have worked with US based roofing comapnies for more than 5 years

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