Lead-to-survey automation
Current: enquiries are copied, qualified and assigned manually.
Improved: suitable leads are routed, surveys assigned and confirmations triggered with visible exceptions.
Operational technology for roofing companies
Win more roofing work without adding more admin
Respond faster, capture surveys properly, follow up every quote and run one clear workflow from lead to completed job.
Does this sound familiar?
The work is won and delivered in the gaps between office and field teams.
Enquiries arrive through several channels, survey information lives in notes and photographs, quotes take too long to assemble, and job status depends on asking the right person.
- New enquiries wait too long for a response
- Survey details sit in messages or paper notes
- Quotes are assembled manually from repeated information
- Open quotations are not followed up consistently
- Photographs are scattered across personal phones
- Office and field teams see different job status
- Customers repeatedly ask for updates
- Invoicing waits after completion
What changes when the workflow is connected
Move each job forward with the information already collected.
Faster response protects demand, structured surveys shorten quote preparation and visible job status reduces coordination. The aim is more capacity and better customer communication—not automation for its own sake.
Faster quotation workflow
Current: measurements, notes, photographs and price inputs are reconstructed for each quote.
Improved: structured survey data prepares a consistent quotation pack for accountable review.
Job operations portal
Current: office and field teams search messages for status, documents and photographs.
Improved: one mobile-friendly view shows the current job, required evidence and next action.
Customer and quote follow-up
Current: communication depends on memory and workload.
Improved: reminders, milestone updates and open-quote follow-up run consistently while unusual cases stay human.
A connected lead-to-job operation
Build the operational layer your roofing business is missing.
Megabite connects the journey from enquiry and survey through quotation, scheduling, delivery, completion and invoicing—removing the delays, duplication and admin that restrict growth.
More jobs. Less coordination.
Respond sooner, prepare quotes faster, keep customers informed and give office and field teams one clear view of every active job. The result is a roofing operation that can handle more work without administration growing at the same rate.
Smallest credible intervention
Keep suitable roofing, CRM and accounting products in place.
Megabite first checks whether the bottleneck can be solved through configuration, integration or automation. Custom software is justified only where the missing workflow creates material value and standard products cannot support it.
Operational Efficiency Blueprint
£995
Map the lead-to-job constraint and define a prioritised first intervention.
Focused Fix
£1,000–£5,000
Solve one valuable workflow with clear scope and success criteria.
Custom Systems
From £3,000
Build the missing portal, field tool or operating layer.
Continuous Improvement
From £500/month
Maintain and improve the operational technology over time.
Do we need to replace our roofing CRM or job-management software?
No. The first question is whether the existing product can be configured or connected to close the expensive gap.
Can survey information and photographs be captured on site?
Yes. A mobile-friendly internal app can capture structured information and files, subject to the required connectivity, permissions and retention design.
Can quote follow-up remain personal?
Yes. Automation can ensure timing and preparation are consistent while estimators retain control over context-sensitive communication.
Can we start with one part of the workflow?
Yes. Lead routing, survey capture, quote follow-up or job visibility can each become a focused first project before the wider operation is connected.
Show us where enquiries, surveys, quotes or jobs are getting stuck.
We’ll establish whether the bottleneck is commercially worth fixing and what the smallest credible intervention looks like.