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Roof Works Admin

Full-stack business operating system built and deployed for a roofing contractor — from zero to production in 6 weeks.

Live: admin.roofworksoftexas.com  |  Demo: demo@apexroofingdfw.com / Demo2026!


The FDE Story

Roof Works of Texas had no internal software. Phone calls were tracked in spreadsheets, leads were lost between job sites, and follow-ups depended on whoever remembered to make them.

In 6 weeks: assessed the operation, designed the stack, built and shipped a complete business OS. The owner now runs daily operations — lead routing, IVR calls, SMS follow-ups, crew scheduling, inspection reports, and client documents — entirely through this platform.

This is what forward deployment looks like.


What It Does

Module Description
Lead Management Full lead pipeline — inbound capture, status tracking, crew assignment, follow-up scheduling
IVR Call Campaigns Automated outbound calling via Retell AI — area targeting, call batching, voicemail detection
SMS Outreach Two-way SMS via Sinch — automated sequences, inbox, reply tracking
AI Phone Agent Retell AI voice agent answers inbound calls, qualifies leads, books appointments
Inspection Reports Field crew submits reports with photos, damage notes, and material estimates
Document Generation Proposals, contracts, SOW — auto-generated from lead data
Email Outreach Multi-mailbox outreach with 3 dedicated SMTP accounts and sequence automation
Cron Automation Scheduled billing reminders, drip sequences, morning lead summaries via Telegram
Admin Dashboard Real-time pipeline view, revenue tracking, crew performance
AI Insights Anthropic Claude for lead scoring, follow-up drafts, and territory analysis
Financial Tracking Invoice tracking, payment status, Plaid bank integration

Tech Stack

Layer Technology
Framework Next.js 15 (App Router)
Language TypeScript
Database PostgreSQL (Docker)
ORM Prisma
AI Anthropic Claude — lead scoring, draft generation
Phone AI Retell AI — IVR campaigns + inbound voice agent
SMS Sinch — two-way SMS, sequences
Voice Synthesis ElevenLabs — custom voicemail messages
Email Nodemailer — 3 outreach mailboxes + SMTP
Notifications Telegram bot — morning summaries, alerts
Financial Plaid — bank account integration
Deploy VPS — PM2 + Nginx

Architecture

roof-works-admin/
├── app/
│   ├── admin/              # Protected admin panel (dashboard, leads, reports)
│   ├── api/                # API routes — leads, calls, SMS, AI, cron jobs
│   ├── report/             # Field inspection report submission (crew-facing)
│   └── sign/               # Document e-signature flow
├── components/             # UI components
├── lib/                    # DB client, auth, email, SMS, Retell helpers
├── prisma/
│   └── schema.prisma       # Lead, call, SMS, report, document models
└── scripts/                # Area targeting, batch calling, data utilities

Getting Started

# 1. Clone
git clone git@github.com:maxev-digital/roof-works-admin.git
cd roof-works-admin

# 2. Install
npm install

# 3. Configure
cp .env.example .env.local
# Fill in DATABASE_URL, RETELL_API_KEY, SINCH credentials, etc.

# 4. Database
npx prisma db push
npx prisma generate

# 5. Run
npm run dev

Built By

Max EV Digital — Forward-deployed AI systems for real businesses.

maxevdigital.com · info@max-ev-holdings.com

About

Business OS for field services - IVR campaigns, AI phone agent, Sinch SMS outreach, TCAD property data pipeline (1.4M+ parcels), lead intake to dispatch loop. Replaced 2K/mo SaaS stack.

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