Case Study | Stellar Roofing
A Complete Lead-to-Cash System for a Growing Roofing Contractor
Stellar Roofing needed more than a CRM. They needed a system that could take a lead from first contact all the way through quote, scheduled job, and completed work — without the gaps that were costing them time and jobs.
The Challenge
For a roofing contractor doing volume across both residential and commercial, the gap between a good lead and a closed job has a lot of places to fall apart. The estimate takes too long. The crew doesn't have the right information on-site. The quote doesn't match what was promised. The back office is reconciling things manually that should have flowed automatically.
Stellar Roofing had the team and the pipeline to grow. What they didn't have was a system that connected all of it. Leads were being managed in one place, jobs scheduled in another, and quoting done separately from both. When something slipped through, it was hard to know where it went wrong. When the business grew, the friction grew with it.
They needed a single platform built around how roofing actually works, from the initial call to the final invoice, with their back-office systems connected rather than running parallel.
The Solution
We built across four interconnected workstreams, Sales Cloud for the pipeline, a custom quoting solution, Field Service for scheduling and execution, and integrations to close the loop with their back-office systems.
Sales Cloud: One Place for Every Lead
Stellar's leads come from multiple sources: inbound calls, referrals, storm-response canvassing, and digital channels. We consolidated all of it into a single, structured pipeline in Sales Cloud with routing logic that gets the right rep on the right lead quickly.
Reps now have a complete view of every prospect: where the lead came from, what contact has been made, what the property looks like, and where the opportunity stands. Follow-up tasks are automated so nothing ages out while someone's on a roof.
Custom Quoting Solution: Quotes That Reflect the Job
Roofing quotes are not simple. Material type, square footage, pitch, tear-off, underlayment, gutters, the variables add up quickly, and getting one wrong means reworking the estimate or eating the difference on the job. We developed a custom solution on Sales Cloud to handle that complexity without requiring a specialist to produce every quote.
Reps can now produce accurate, professional quotes in the field — pulling from configured product and pricing rules rather than building each one from scratch. The right numbers show up because the system knows the rules, not because someone double-checked a spreadsheet.
Approval workflows keep margin-sensitive quotes in check, and branded output means the estimate a homeowner receives looks as professional as the crew that shows up.
Field Service: Scheduling That Matches the Work
For a roofing company, the job doesn't start at the office, it starts when the right crew shows up at the right address with the right materials on the right day. We configured Field Service to manage that complexity: crew scheduling, work order management, and mobile access so what's happening on-site is reflected in the system in real time.
Dispatchers have a live view of crew availability and job status. Crews in the field have everything they need before they arrive, job details, customer notes, scope of work, without a phone call to the office to get it. When a job wraps, the work order closes out and the data flows forward rather than sitting in someone's notes.
Celigo: Connected to the Back Office
A Salesforce implementation that doesn't talk to the rest of the business creates a different kind of manual work — one where data correct in Salesforce still has to be re-entered somewhere else. We connected Stellar's back-office systems so that what happens in Salesforce flows through, and what happens in their other systems is visible to the team that needs it.
Completed jobs, invoicing, and operational data stay in sync across systems — without someone acting as the bridge between them.
The Results
Stellar Roofing now runs their entire sales and operations process through a single connected system, Salesforce, from the first lead to the last work order. Here's what changed:
No More Lead Leakage
Every inbound lead, regardless of source, enters a managed pipeline. Routing and automated follow-up mean nothing sits unworked.
Crew Dispatched with Full Context
Field teams arrive at every job with the scope, notes, and customer history they need, without a call to the office to get it.
Faster, More Accurate Quotes
A custom solution replaced manual estimate builds. Reps produce quotes in the field that are accurate, consistent, and on-brand.
One System, End to End
Sales, quoting, scheduling, and back-office operations are connected. Data enters once and flows through, no re-entry, no reconciliation.
Client Profile
Name:
Stellar Roofing
Industry:
Roofing & Construction
Size:
100-250 Employees
Solutions Implemented:
Sales Cloud
Field Service
Custom Quoting Solution
Celigo
Engagement Type:
SOW Implementation
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