SiteJobr resources
Detailed guidance for AI call handling, CRM adoption, sales, estimating, production, field documentation, billing, and the handoffs that connect them.
Latest guides
Every guide gives the team a practical operating sequence and links directly to the relevant SiteJobr workflow.
Learn what a roofing AI receptionist can handle, what your team must configure, and how to connect every call to lead follow-up and estimate booking.
Read the guideUse this 30-day roofing CRM rollout checklist to define stages, clean data, assign ownership, train each role, and establish adoption habits.
Read the guideFollow a connected roofing workflow from inspection and measurements through estimate, proposal, production, invoicing, payment, and closeout.
Read the guideCall answering, qualification, booking, transfer, and follow-up design.
Explore workflowLead ownership, customer records, adoption, and sales-to-production handoffs.
Explore workflowEstimating, proposals, jobs, crews, field documentation, invoicing, and payments.
Explore workflow