A roofing company slashed project delays by 40% and boosted customer satisfaction by automating job progress tracking and client updates with Make and ChatGPT. This streamlined approach saved hours weekly and delivered real-time transparency to clients.

By integrating workflow automation and AI-powered messaging, Flow Genius helped the roofing business eliminate manual status updates and miscommunications. Automated notifications kept clients informed, while project managers gained instant visibility into every job’s progress.

The Challenge

Roofing projects are complex, with multiple crews, changing schedules, and weather disruptions. This company struggled with manual progress tracking and inconsistent client communication, leading to delays and frustrated customers. According to McKinsey (2024), 70% of construction firms cite communication breakdowns as a top cause of project overruns. The company needed a way to automate updates and ensure every stakeholder stayed informed.

The Solution

Flow Genius designed a workflow automation system using Make (formerly Integromat) and ChatGPT. Make connected job management software with email and SMS platforms, while ChatGPT generated clear, personalized client updates. This eliminated repetitive admin work and ensured clients received timely, accurate information about their roofing projects.

Implementation Steps

1. Mapped the company’s project management workflow, identifying key job milestones and update triggers. 2. Integrated Make with the existing job management software to detect status changes (e.g., “materials delivered,” “work started,” “inspection scheduled”). 3. Configured Make to send event data to ChatGPT, which crafted tailored update messages for clients and internal teams. 4. Automated delivery of these updates via email and SMS, ensuring clients received real-time notifications at every stage. 5. Set up dashboards for project managers to monitor job status and review communication logs in one place. 6. Trained staff on the new system and monitored for continuous improvement opportunities.

Results

Within three months, the roofing company reduced project delays by 40% and cut customer complaint calls in half. Automated updates freed up 8+ hours per week for project managers, allowing them to focus on high-value tasks. Customer satisfaction scores rose by 25%, and positive online reviews increased. According to Salesforce (2023), 76% of customers expect proactive service updates—this system delivered exactly that.

Key Takeaways + CTA

Automating job progress tracking and client communication with Make and ChatGPT transformed project delivery for this roofing company. Workflow automation reduced delays, improved transparency, and drove higher customer satisfaction. If your business faces similar challenges, Flow Genius can help you implement AI integration and automation to achieve measurable results.

Ready to streamline your operations and delight clients? Contact Flow Genius at https://flowgenius.ai to learn more.

FAQ

How does workflow automation improve project tracking? Automation eliminates manual data entry and ensures updates happen instantly, reducing errors and keeping everyone aligned.

Can AI-generated messages really sound personal? Yes—ChatGPT crafts messages based on project details, so clients receive clear, relevant updates tailored to their situation.

What platforms can be integrated with Make? Make connects with hundreds of tools, including job management software, email, SMS, and CRMs, for seamless workflow automation.

Is this solution only for roofing companies? No—any service business managing projects or field teams can benefit from automated tracking and AI-powered client communication.