Teamcraft Roofing
How Teamcraft Roofing turned spreadsheet chaos into a bid-to-job engine
Industry
Commercial services
Engagement
Salesforce rebuild
Timeline
12 weeks
Key result
One source of truth
The challenge
What they came to us with
Bids, jobs, and margin lived across spreadsheets and disconnected tools. Nobody could answer what was in the pipeline without rebuilding the numbers by hand.
Handoffs from sales to operations happened over email, so jobs started with missing scope and pricing that had already changed.
Our approach
How the work was sequenced
Phase 01
Map the bid-to-job lifecycle
We walked the real process with estimators, sales, and ops before touching the CRM, then wrote stage definitions the team agreed on.
Phase 02
Rebuild Salesforce around it
Objects, stages, and required fields modeled to the lifecycle, with automated handoffs that carry scope and pricing into operations.
Phase 03
Reporting leadership trusts
Margin and pipeline dashboards built from the same records the field updates daily — no parallel spreadsheet.
The results
What changed
System of record
Bids, jobs, and margin reconciled in Salesforce instead of across files.
Manual handoffs
Won bids create operational work automatically, with scope intact.
Leadership reporting
Pipeline and margin reviews run off live data, not a rebuild.
It's their curiosity and genuine interest in our success that assures me we'll continue and expand our partnership.
What's next
With the lifecycle stable, the team is extending reporting into job costing and layering automation onto post-sale operations.
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