Roofing CRM Virtual Assistant
Roofing companies pay for a CRM such as AccuLynx, JobNimbus or Roofr, then run half the business from notes and text messages because nobody has time to update it. Sales reps forget stages, photos stay on phones, and a job only gets chased when a customer calls.
A roofing CRM virtual assistant works in your system daily and keeps every job accurate. Virtual Assistant Capital is independent and is not affiliated with these software vendors. Your VA works in your own account, with the access you choose to give.
What your VA takes on
- Lead entry: adding new leads from calls, forms and canvassing, then assigning them to reps.
- Pipeline upkeep: moving jobs through stages and following up on anything stale.
- Estimates: typing estimates from rep notes and sending them for approval.
- Photos and documents: filing photos, measurements, contracts and supplements on the right job.
- Production: confirming dates, materials and customer updates.
- Billing: invoices, overdue chasing and closing the file.
A typical week
- Daily: new leads, stale jobs, customer updates.
- Monday: pipeline review for the sales meeting.
- Wednesday: estimates without a reply.
- Friday: open invoices and job status report.
Tools they work in
- Roofing CRM: AccuLynx, JobNimbus, Roofr
- Measurement: EagleView, Hover, Roofr reports
- Accounting: QuickBooks, Xero
The bright line
Your VA doesn't negotiate insurance claims, advise on coverage, inspect roofs or set your prices. Check your state's rules on public adjusting before anyone talks to an insurer on your behalf.
Compare it with a local hire using our free virtual assistant cost calculator.
Signs it is time
- Reps don't update the CRM.
- Job photos live on phones.
- Nobody can quote your pipeline number.
- Invoices go out late.
What it costs
Flat monthly plans, one dedicated VA: Essentials $899/mo (20 hours a week), Executive $1,599/mo (full-time) and AI Manager $2,599/mo (full-time, AI-fluent). Worked out per hour from those published prices, that is about $10/hr, $9/hr and $15/hr all-in. Every plan includes a free shortlist of 2–3 vetted VAs in 72 hours, a $0 recruitment fee, payment only once your VA starts, month-to-month terms and a 30-day replacement. See pricing.
Most crews start on Essentials at $899 a month. Storm season may need the full-time Executive plan.
Your first 30 days
- Week one: CRM access and stage definitions.
- Week two: lead entry and cleanup.
- Week three: job follow-up.
- Week four: billing and reports.
Related
- Roofing virtual assistant
- Construction virtual assistant
- CRM virtual assistant
- All industries we support
FAQ
Which CRMs do you cover? We match for AccuLynx, JobNimbus, Roofr and similar tools. Tell us which you use.
Can they answer the phone too? Yes, with overlapping hours. See our roofing virtual assistant page.
How is this different from a roofing VA? This page is about keeping your system accurate. The roofing page covers the wider office job.
Will my reps need to change anything? A little. They send notes and photos, and your VA does the data entry.
What if the fit isn't right? Tell us within 30 days and we replace your VA at no cost, carrying the documented context over so you do not start from zero.
Get a free VA shortlist in 72 hours.
Tell us what you need. We send 2–3 hand-picked, vetted VAs to interview. $0 recruitment fee, and you pay nothing until your VA starts. Essentials $899/mo, Executive $1,599/mo, AI Manager $2,599/mo, month-to-month.