If you’re running a roofing or general contracting business, you know the job site is no place to be answering phones. But every missed call could be a missed opportunity—a potential customer needing a repair, a bid request, or a referral you didn’t even know came in.
The good news? You don’t need to choose between doing the work and winning the work. With Ruby’s live virtual receptionist service and Zapier’s AI workflows, you can capture every lead, route it to your system in real time, and keep jobs moving—without ever touching your phone.
Why AI workflow automation matters for contractors and roofers
In the contracting world, time in the field equals income. But quoting, scheduling, and lead management can take up a big chunk of the day. If you’re juggling ladders and logistics, you don’t have time for double entry or chasing voicemails.
That’s where AI productivity tools come in. Ruby and Zapier automate the busywork—logging lead details, updating job boards, and notifying team members—so you can focus on delivering great work.
Ruby handles the calls. Zapier handles the rest.
Ruby answers your calls or chats with real, friendly people trained to sound like part of your business. Whether you’re on a roof, driving between job sites, or managing a crew, Ruby makes sure everyone is answered live and professionally—24/7.
Zapier then takes that information from the call or chat and routes it wherever you need it: your CRM, project management tool, inbox, or team chat. You don’t have to lift a finger.
Here’s how a typical AI workflow might look:
- A homeowner calls about a leaking roof.
- Ruby collects their name, address, and job description.
- Zapier automatically adds the info to JobNimbus, tags the job type, schedules a site visit, and sends a Slack alert to your foreman.
You land the job without having to take off your gloves to answer the phone.
Powerful AI workflows that help you win more clients
Here are just a few examples of how the Ruby and Zapier integration can leverage the power of AI workflows to help you manage your customers without losing any time:
1. Sync new leads with JobNimbus
Whenever Ruby answers a call, Zapier can create or update a contact in JobNimbus or another platform you use, complete with job type, source, and location. Your sales or service team knows exactly how to follow up.
2. Get notified of urgent repairs
Need to know when a storm damage call comes in? Ruby can flag it, and Zapier can send real-time alerts to your team via Slack, Gmail, or Microsoft Teams. No delays, no lost leads.
3. Automate quote follow-ups
Zapier can trigger automatic follow-up emails or texts if a quote hasn’t been accepted after 48 hours. It’s a simple way to stay top-of-mind and increase conversion without chasing leads manually.
4. Analyze your call volume and trends
Want to know when you’re busiest or which jobs come in most often? Zapier can send call data from Ruby into Google Sheets so you can track patterns and make data-driven decisions.
Why AI workflows are great for roofers and contractors
Contractors and roofers have some of the busiest, least predictable schedules out there. The Ruby and Zapier integration helps you run a more responsive and organized business without hiring additional staff.
With just a few AI workflow automations, you can:
- Capture more jobs without lifting your phone
- Stay responsive even during peak seasons or after hours
- Reduce no-shows and missed estimates
- Spend more time in the field and less at your desk
No more missed calls. No more forgotten follow-ups. Just smart AI workflows working in the background so you can focus on running your business.
Ready to automate your business?
From the first call to the final invoice, let Ruby and Zapier’s AI workflows take care of the admin work—so you can stay on the job site, not behind a screen. With seamless integrations and real-time updates, your crew stays on schedule and your customers stay informed. AI workflows give all the support of a back office, without the overhead.
Sounds too good to be true? See for yourself—check out AI workflows and integrations with Ruby and Zapier today!
