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What the Operations Agent Does

From lead-in to a paid and closed job.

Installed inside your business, it takes on approved repeatable work, keeps the next step visible, and hands judgment, commitments, and exceptions back to people.

LEAD IN → CONTEXT → APPOINTMENT → ESTIMATE → SIGNED → JOB READY → PRODUCTION → COMPLETE → PAID → CLOSED → REVIEW

Book a Build Call →Follow the Job

Meet the Operations Agent

The repeatable work gets handled. You stay in control.

New opportunities get acknowledged and organized. Sold work gets prepared. Active jobs are watched for unfinished next steps and exceptions.

OPERATING PROOF: Built and running inside a working roofing company.

Across every step:

You set which approved actions run automatically and which require approval. Pricing, spending, commitments, exceptions, and important relationships remain under your control. Every workflow has a visible status, can be read back, and can be taken over by a person at any point.

01
JOB STAGE 01 / Calls, Messages, Referrals & Older Leads

Capture the opportunity

What can fall back on you

Calls, texts, emails, website inquiries, referrals, and older leads can arrive in different places while the owner and team are doing other work.

What the Operations Agent handles

The Operations Agent acknowledges and routes approved opportunities, follows up with eligible older leads, helps new inquiries get a faster response, and continues approved follow-through.

What stays with your team

Your team controls who may be contacted, the message rules, timing, opt-outs, stop conditions, and any handoff that needs a person.

02
JOB STAGE 02 / Customer, Property, Request & History

Understand and route

What can fall back on you

The next person cannot act cleanly when the customer, property, request, urgency, or prior history is incomplete or scattered across systems.

What the Operations Agent handles

The Operations Agent organizes the available context, flags missing information, checks connected records and prior messages, and routes the next approved action.

What stays with your team

Your team handles uncertain identity, sensitive context, disputed information, unusual requests, and any decision outside the approved workflow.

03
JOB STAGE 03 / Appointments, Field Notes, Estimates & Follow-Up

Advance toward a decision

What can fall back on you

Appointments, inspection information, estimates, proposals, and customer decisions can wait when no one owns the next step.

What the Operations Agent handles

Appointments get booked where configured. Field notes and photos get organized. Drafts get prepared for review. Follow-up continues with clear stop points and a handoff to your team.

What stays with your team

Your team keeps pricing, scope, technical judgment, commitments, and any conversation that requires experience or discretion.

04
JOB STAGE 04 / Contracts, Signatures, Schedules & Work Orders

Prepare the sold job

What can fall back on you

A sold job still needs correct paperwork, missing details, signatures, schedules, and customer expectations before production can begin cleanly.

What the Operations Agent handles

The Operations Agent prepares and tracks approved contracts, fields, signatures, permit paperwork, material or work-order details, schedules, and customer updates.

What stays with your team

Your team approves consequential documents, spending, orders, dates, scope, and commitments before they become final.

05
JOB STAGE 05 / Status, Documents, Updates & Exceptions

Keep production moving

What can fall back on you

Active work can slow when job status, paperwork, photos, inspections, change orders, punch items, customer messages, or vendor updates are not connected to a clear next step.

What the Operations Agent handles

The Operations Agent keeps approved job information organized and surfaces unfinished next steps and unresolved exceptions before they disappear.

What stays with your team

Your team resolves field conditions, quality questions, pricing changes, schedule commitments, disputes, and exceptions that need human judgment.

06
JOB STAGE 06 / Completion, Warranty, Reviews & Referrals

Close the loop

What can fall back on you

Completion documents, warranties, customer feedback, reviews, referrals, and CRM closeout are easy to split across several people and systems.

What the Operations Agent handles

After your team confirms payment, the Operations Agent organizes and tracks approved closeout work, prepares separate review and referral requests, and surfaces unresolved exceptions.

What stays with your team

Your team controls factual payment confirmation, customer issue resolution, public responses, referral timing, and every external action that requires approval.

See It in Action

See what the Operations Agent could do for your business.

Book a Build Call. We will show you exactly how it works, where it fits, and what it could handle in your business.

Book a Build Call →