Get a clear view of your roofing sales pipeline every Monday
Every Monday, WebRun opens JobNimbus and Roofr, counts leads, open estimates, unsigned contracts, and newly signed jobs by stage, logs the totals to a Google Sheet for trend tracking, and posts your sales manager a Slack summary with the week's key numbers.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically generate a weekly roofing sales pipeline report?
WebRun pulls pipeline data from JobNimbus and Roofr every Monday, counts jobs by stage, logs totals to a Google Sheet for trend tracking, and posts your sales manager a clean Slack report with stage counts, open and signed values, and a week-over-week comparison, so every Monday starts with a clear view of the business.
- Sales managers get a full pipeline snapshot in Slack every Monday before the team meeting
- Week-over-week trends are automatically tracked in Google Sheets without manual entry
- The top 5 open estimates are surfaced every week so reps know where to focus
Built for roofing sales managers · roofing contractors · roofing business owners · storm restoration companies
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.jobnimbus.comin a real browser with your saved login - no setup, no API keys. -
1
JobNimbus - pull pipeline stage counts
jobnimbus.com How to Automate JobNimbus
WebRun opens JobNimbus to pull pipeline stage counts. - Open JobNimbus and count jobs by pipeline stage: New Lead, Estimate Sent, Contract Signed, In Production, Complete
- Note the total value of open estimates and signed contracts
- Identify the top 5 open estimates by value for the week
Done when This week's JobNimbus pipeline stage counts and top estimates are captured.
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2
Roofr - pull estimate and proposal data
roofr.com
WebRun opens Roofr to pull estimate and proposal data. - Open Roofr and count proposals created, sent, and signed in the last 7 days
- Note the total proposal value created this week
- Capture the average time from proposal sent to signature for the week
Done when This week's Roofr proposal activity and conversion data are captured.
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3
Google Sheets - log weekly pipeline totals
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log weekly pipeline totals. - Open the weekly pipeline tracking Google Sheet
- Append a new row for this week with all stage counts, values, and conversion metrics
- Update any week-over-week trend columns to reflect the new data
Done when This week's pipeline totals are logged in Google Sheets for trend tracking.
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4
Slack - post pipeline report to sales manager
slack.com How to Automate Slack
WebRun opens Slack to post pipeline report to sales manager. - Post the weekly pipeline summary to the sales manager's Slack channel
- Include stage counts, total open value, signed value this week, and the top 5 estimates
- Add a week-over-week comparison line so performance trends are immediately visible
Done when The sales manager has this week's pipeline report in Slack by Monday morning.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it contact any customers or post anything externally?
No. The weekly pipeline report is purely internal. WebRun posts it to a Slack channel of your choice and logs data to Google Sheets. Nothing is shared externally.
How far back does it look when building the weekly report?
It counts jobs by current pipeline stage in JobNimbus and Roofr, and shows activity created or updated in the last 7 days for the new-this-week metrics.
Can it include revenue from completed jobs in the same report?
Yes. You can ask WebRun to add a completed-jobs revenue line by reading the Completed stage in JobNimbus alongside the open pipeline, giving you a full week-at-a-glance summary.
Related templates
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