The busywork,
automated.
A visual builder, a real workflows engine, an AI copilot, team + homeowner chat — and a smart email parser that turns your inbox into structured jobs, automatically. Every follow-up, alert and hand-off that used to live in someone's head now runs itself, native to the platform. No Zapier tax.
Drag a trigger. Add a condition. Watch it work.
Build any if-this-then-that flow on a visual canvas — triggers, branching conditions, timed delays and actions that touch jobs, contacts, texts and channels. OneRoof writes the plain-English summary as you go, so the whole team can read exactly what fires and when.
- Triggers on real events — proposal signed, stage changed, form submitted, storm date tagged.
- ALL / ANY condition groups on deal value, source, pipeline and job type.
- Timed delays and multi-step actions, chained without a single integration.
Start from a proven play, not a blank canvas.
Prebuilt recipes for the moments that actually move a roofing deal — a new lead landing, a cold contact going quiet, a job crossing into won. One click drops the flow in; tweak the timing and copy to match how your shop runs.
- Speed-to-lead texting and rep assignment the second a lead arrives.
- Follow-up tasks that appear before a contact slips through the cracks.
- Storm-response plays that push fresh addresses into a canvassing zone.
A real engine — not a scheduled export.
Every recipe you turn on runs on a live workflows engine that evaluates conditions and executes actions the moment a trigger fires. Watch runs tick up in real time, see the last time each fired, and pause any workflow without touching the others.
- Condition evaluation and action execution on a durable, auditable engine.
- Per-workflow run counts, last-run timestamps and one-tap active toggles.
- Backed by a live workflows service that evaluates conditions the moment a trigger fires, not a nightly batch.
| Workflow | Trigger | Runs today | Last run | Status |
|---|---|---|---|---|
| Deposit request Job won → send deposit link | Proposal signed | 12 | 4m ago | Active |
| Adjuster reminder Notify homeowner + rep | Mtg scheduled | 5 | 20m ago | Active |
| Cold lead nudge Follow-up text + task | No activity 3d | 28 | 1h ago | Active |
Backed by a real workflows engine that evaluates conditions and executes actions.
Your inbox, turned into structured jobs.
Point OneRoof at the senders that matter — carriers, aerial-report vendors, homeowners — and it reads every incoming email, pulls the fields you care about, and matches them to the right job. Two steps to set up; zero copy-paste forever after.
- Choose which senders and subjects to watch, per mailbox.
- Auto-extracts carrier, claim number, adjuster and deductible.
- Matches each email to an existing job — you just confirm.
Every ring, already in context.
When a call comes in, OneRoof matches the number to your contacts and jobs before your rep even picks up — surfacing who's calling, why, and where they are in the pipeline. No more "who is this?" No more scrambling for the file.
- Caller-ID matched to contacts, jobs and lead source in real time.
- Context chips for stage, storm date and lead type on the toast.
- Accept straight into the dialer or decline to voicemail.
A copilot that knows your jobs.
Ask in plain language — summarize a job, draft a follow-up text, check your week's pipeline — and the copilot answers with your data, then hands you an action to take. Type it or speak it; it's the same assistant, docked wherever you're working.
- Chat or voice, with one-tap suggested prompts to get moving.
- Answers ground in your jobs, contacts and pipeline — not the open web.
- Every reply comes with an action: insert, send, or log.
Claude-powered · usage metered to the token.
One inbox for the crew and the homeowner.
Internal team threads and threaded homeowner conversations live side by side — no personal-cell chaos, no separate texting app. Every message, note and file attached to the job it belongs to.
Stop doing the work
the software should do.
Builder, workflows, email parser, inbound routing, copilot and chat — every one native to the platform, with pricing you can read and pay for by use.
Pre-launch capability preview · usage metered to the token · your data stays yours.