HomeSee It Work

See BuildFolio in Action

Follow one real job from first contact to final profit. Watch how Tom at Summit Roofing uses BuildFolio to win the Johnson roof replacement.

The Johnson Roof Story

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What You’ll See in This Walkthrough

Ch 1: AI-powered lead capture
Ch 2: Instant satellite quote
Ch 3: Professional estimate
Ch 4: Payment collection
Ch 5: Job tracking & scheduling
Ch 6: Profit analysis & ROI

Meet the Characters

This is the story of a $13,300 roof replacement job. Sarah needs a new roof. Tom has the skills. BuildFolio connects them and tracks every dollar.

SJ

Sarah Johnson

Homeowner, 123 Oak Street, Denver

TM

Tom Mercer

Owner, Summit Roofing

Chapter 1 of 6

The Lead

Sarah finds Summit Roofing online and submits a quote request

Sarah notices her roof is showing its age. She searches “roof replacement Denver” and finds Tom’s website. The BuildFolio lead capture widget makes it easy to request a quote — she even uploads a photo of the damage.

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roof-damage.jpg uploaded
Quote Request Received!
We’ll get back to you within 2 hours.
A
AI Lead Score: High Priority

Result: Sarah’s lead is instantly scored as “A” priority — she uploaded photos, selected a high-value project, and provided complete contact info. Tom gets notified immediately.

Chapter 2 of 6

The Quote

AI turns Sarah’s photos into a detailed $12,500 estimate

Tom opens Sarah’s lead in BuildFolio. Instead of driving to her house just to measure, he clicks “AI Quote” — and watches as BuildFolio analyzes her roof photos, detects the square footage, pitch, and material, then generates a professional line-item estimate.

AI Photo-to-Quote

Johnson Roof – 123 Oak Street, Denver
Front view
Dormer
Damage
Uploading photos…
AI Detected
Roof area22 sq94%
MaterialArch. shingles89%
Dormers2 detected92%
Pitch6/1285%
Generated Quote
Tear-off existing (22 sq)$1,100
Architectural shingles$7,700
Underlayment$1,100
Flash dormers (2)$600
Ridge cap + cleanup$800
Permit + warranty$1,200
Quote Total$12,500
Generated in 47 seconds

Result: In under 60 seconds, Tom has a professional $12,500 estimate ready to send. No site visit needed for the initial quote.

Chapter 3 of 6

The Estimate

Sarah explores her options with an interactive estimate

Tom sends Sarah a “living estimate” — not a static PDF, but an interactive page where she can explore options. She can select add-ons (like gutter guards) and watch the total update in real-time.

Johnson Residence – Roof Replacement

123 Oak Street, Denver

Roofing Package
Architectural Shingles
GAF Timberline HDZ, 30-year warranty
$12,500
Add-Ons (Click to add)
Gutter Guards
LeafGuard aluminum – never clean gutters again
+$800
Project Total $12,500

Result: Sarah adds the gutter guards ($800) — she wasn’t planning to, but the easy checkbox made it irresistible. The job just went from $12,500 to $13,300.

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Experience exactly what Sarah sees

Chapter 4 of 6

The Follow-Up

Automated SMS keeps Sarah engaged while Tom works other jobs

Tom doesn’t have time to manually follow up with every lead. BuildFolio’s automation handles it — sending perfectly-timed SMS messages on days 1, 3, and 7. Tom stays top-of-mind without lifting a finger.

SMS Automation
Close Faster
9:41 AM5G
Sarah Johnson
Roof Quote #1247
Day 1 – Quote Sent
Hi Sarah! Your roof estimate for $12,500 is ready. Questions? -Tom
Day 3 – Auto Follow-up
Hey Sarah, wanted to follow up on the roof estimate!
Day 7
Spring schedule filling up! Reply YES to lock in your spot.
YES! Let’s do it. Can you start Tuesday?

Result: On Day 7, Sarah finally replies “YES!” — she was ready to buy, just needed a nudge. Without automation, Tom might have lost this deal to a competitor who followed up first.

Chapter 5 of 6

The Payment

Tom sends the invoice Friday, Sarah pays Monday

The job is done. Tom creates an invoice in BuildFolio and sends it with one click. Sarah gets a professional email with a “Pay Now” button. No checks to mail, no awkward payment conversations.

Invoice & Payment

Johnson Roof – Job Complete
INV-1247 Ready to Send
SJ

Sarah Johnson

123 Oak Street, Denver

Roof replacement (22 sq)$12,500
Gutter guards add-on$800
Total Due$13,300
Invoice Sent

Friday, 4:15 PM

Viewed by Sarah

Friday, 4:18 PM

Payment Received

Monday, 9:23 AM

Deposited to Bank

Wednesday (2 business days)

Payment Complete
$13,300
Deposited in 2 business days

Result: Sarah views the invoice within 3 minutes of receiving it. She pays Monday morning with her credit card. The $13,300 is deposited to Tom’s bank account by Wednesday.

Chapter 6 of 6

The Profit

Tom discovers he made $110 more than he expected

Most contractors know what they charged, but not what they actually made. Tom opens his job dashboard in BuildFolio — and for the first time, sees his real profit after all costs are tracked.

Johnson Roof Replacement

123 Oak Street – Completed Friday
You Charged
$13,300
What You Thought (Gut Estimate)
Estimated costs~$10,900
Expected profit$2,400 (18%)
BuildFolio Tracked Every Dollar
Materials$6,200
Labor (crew)$4,100
Fuel + Dump fees$340
Permit$150
Callbacks$0
Actual Costs$10,790
Real Profit
$2,510
19% margin
You made $110 MORE than you expected on this job.

Result: Tom made $2,510 profit (19% margin) — $110 more than his gut estimate. Over a year of jobs, that visibility adds up to thousands in protected profit.

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