RoofMarshal

Roofing contractors were drowning in spreadsheets and sticky notes. Existing CRM tools weren't built for the complexity of roofing — multi-stage jobs, crews, insurance claims, material orders, and follow-up sequences all living in different tools. Sales fell through cracks. Revenue was invisible until month-end.

RoofMarshal is a cockpit-grade CRM purpose-built for roofing. It unifies the entire job lifecycle from first lead to final invoice — with AI-assisted pipeline management, automated follow-ups, crew scheduling, and real-time revenue dashboards. I designed every data model and API contract before writing a line of UI, ensuring the system would scale with the business.

The backend is a PostgreSQL database on Neon with a Prisma ORM layer, exposing a typed API consumed by a Next.js App Router frontend. Role-based access control handles owner, manager, and technician permissions. All data mutations go through server actions with optimistic UI updates. The Claude API powers smart lead scoring, follow-up suggestions, and job note summaries.

• Lead pipeline with drag-and-drop stage management • Job tracking from estimate to completion • Crew assignment and scheduling calendar • AI-powered lead scoring and next-action suggestions • Automated email/SMS follow-up sequences • Revenue dashboard with cohort and conversion analytics • Insurance claim tracking workflow • Multi-branch and multi-team support

RoofMarshal is live and actively used by roofing contractors. The AI features reduced manual follow-up time significantly, and the unified dashboard gave owners visibility into revenue they previously couldn't see until month-end. Built entirely by me — from database schema to deployment pipeline.