Roofing Quote Pipeline
Roofing Quote to Job Pipeline with Weather Hold. Follow roofing quotes to signed jobs, material orders, crew weeks and weather holds. Public start date page. Free to clone.
Roofing Quote Pipeline is a Taskade app kit built from one prompt: 7 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ridge. Its automations include Weather hold reschedule note, Signed quote handoff and Monday quote follow ups.
by @john
What you can do with Roofing Quote Pipeline
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Roofing Quote Pipeline works
- Weather hold reschedule note: when a job is set to Weather hold, then Ridge writes the reschedule note and Add the note to the job row.
- Signed quote handoff: when a quote is set to Signed, then Work out the material order due date and Find crews with no jobs this week.
- Monday quote follow ups: when Every Monday at 7 AM, then Find quotes sent over 7 days ago with no answer and Ridge drafts the follow up.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Ridge
- Automations: Weather hold reschedule note, Signed quote handoff, Monday quote follow ups
- Workspace: 7 projects, 1 AI agent, 3 automations