Artisan Roofing Inc

Client: Brad Location: Torronto, CanadaIndustry: Construction IndustryProject Type: Workflow Design & AutomationDelivered: December 2025

Project Overview

Artisan Roofing is a canada based construction company they hired me as COO to completely redesign whole process of the company with AI first approach and clickup as single source of Truth

Objective – Save Cost (Acclynx current CRM is expensive – Clickup saves money)

Reduce Time of Operations – Sales Cycle from 21 Days to 14 Days, Project management and other tasks

AI for more accuracy

Our Approach:

We designed and implemented a ClickUp-based operational system for a roofing services business, supported by Make.com automations and integrated tools.

The system is built around three core pillars:

1. Sales & Lead Management

Leads from website forms, VA calling, and dialing agencies are automatically captured in ClickUp and routed through status-based automations (interested, undecided, confirmed, lost). Contract creation and sales closure are handled via PandaDoc, triggering downstream workflows.

2. Project Planning & Execution

Once a deal is closed, projects are auto-created in ClickUp using templates and dependency-based planning. Work orders are pushed to field teams via ConnectTeam, with real-time updates synced back for PM visibility.

3. Finance & Operations

Invoicing and payments are managed through ClickUp, Stripe, and QuickBooks, covering receivables, payroll, vendor payments, and materials, with leadership dashboards for financial and operational oversight.

ClickUp acts as the system of record, while Make.com handles cross-tool automation and synchronization.

Client Impact:

For the first time, our sales pipeline, project delivery, and cash flow are connected end-to-end — giving us clarity, speed, and control as we scale.— Founder

Artisan Roofing Inc