Roofing-Built Pipelines
Purpose-built stages for storm damage, insurance claims, residential reroofs, and commercial bids — instead of a generic sales funnel that doesn't fit how roofing works.
The problem
A roofing job does not move like a software deal
Most CRMs ship with a pipeline built for someone else's business: lead, qualified, proposal, closed. A roofing job has an inspection, a carrier, an adjuster meeting, a supplement, a deposit, a material order, and a build date — and a storm job, a retail reroof, and a commercial bid do not share the same path through any of them. When the stages don't match the work, your team stops updating them, and the pipeline becomes a list nobody trusts.
A pipeline your crew doesn't update isn't a reporting problem. It's a revenue problem — because the deals that stall are invisible.
What it actually does
In plain terms.
Separate pipelines for storm damage, insurance claims, residential reroofs, and commercial bids
Stages named after what actually happens on a roofing job, not generic sales language
Automatic stage movement when the triggering event occurs, so records stay current without data entry
Alerts when a job sits in one stage longer than it should, before it goes quiet
One view of every open job across all pipelines, filterable by crew, area, or job type
In practice
A commercial flat-roof bid and a storm reroof enter the same week
Without Orbit
- Both get dropped into the same generic funnel.
- The stages fit neither, so notes go in a spreadsheet instead.
- The commercial bid stalls for three weeks unnoticed.
- Nobody can answer 'what's actually open right now?'
With Orbit
- Each job enters the pipeline built for its type.
- Stages move on their own as inspections and approvals happen.
- The stalled bid raises an alert before it goes cold.
- One dashboard shows every open job and where it's sitting.
How it fires
Step by step, in your business.
The job is classified
It enters at the right stage
Stages advance automatically
Stalls get flagged
Everything stays visible
How it connects
It doesn't work alone.
Pipelines are the spine the rest of Orbit hangs off. Instant Multi-Channel Response drops new leads into them; Automated Follow-Up works whatever is sitting in an early stage; Insurance Claim Tracking is a specialised pipeline of its own; and Review Automation triggers off a job reaching the final stage.
Related
Works closely with.
See Roofing-Built Pipelines working on a real pipeline.
Book a demo and we'll show you it configured for a business like yours.