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A full business operating system for a terrace roof, carport, and pergola contractor, covering everything from lead capture and site visits to order specification, assembly scheduling, and invoicing. Built-in AI scoring, auto-calculated order specs, and one-click offer letters replace a patchwork of spreadsheets, phone calls, and paper forms.
Rhein-Main Überdachungen
Engineering & Construction
A unified operations platform for a roofing and outdoor-living contractor — turning lead capture, order specification, scheduling, and invoicing into one connected workflow from first contact to final payment.
• Leads arriving from site visits, phone calls, and business cards were captured inconsistently, with no shared record connecting a prospect to their eventual order • Quoting terrace roofs, carports, and pergolas meant manually working out slope, rafter length, post counts, and material lists for every job, an error-prone process with no standard calculation method • Offer letters were assembled by hand in a word processor, slowing turnaround and making it hard to track what had been sent, viewed, or accepted • Assembly scheduling, invoicing, and client history lived in separate spreadsheets and folders, giving management no single view of a job from lead to completed payment
• A Lead Management module with business-card and QR scanning (OCR-based data entry) plus automatic lead scoring, so new prospects are captured and prioritised in seconds
• An Order Configurator that auto-calculates roof slope, rafter length, height difference, post count, structural weight, and covering surface area, and generates matching aluminum and glass order lists
• One-click Offer Letter generation with PDF output and direct delivery by email or SMS, tracked through to acceptance
• A Planning Board for scheduling assemblers and staff, paired with dedicated Assembly Management and Invoice Management modules to track jobs from installation through payment
• A Clients & Projects logbook capturing comments, site photos, and documents against every project, plus an integrated AI Assistant for natural-language answers on pipeline, revenue, and scheduling
• A bilingual EN/DE interface (with additional language support) and integration with the company’s 3D terrace roof configurator for client-facing visualisation
• Quote turnaround cut by an estimated 60%, with auto-calculated specs and one-click offer letters replacing manual measurement write-ups and word-processor drafting
• Lead-to-order conversion up an estimated 18%, driven by AI lead scoring and faster, more consistent follow-up on hot leads
• Roughly 10 hours per week of admin time saved across sales and office staff by consolidating leads, orders, scheduling, and invoicing into one system
• Invoice collection cycle shortened by an estimated 25%, with real-time invoice status tracking replacing manual chasing by phone and email
