AI Developer for Roofing Proposals
Budget: $15 – $25 USD
Project Overview
We are a growing roofing and home services company seeking an experienced AI developer to build an intelligent automation system that streamlines our lead interaction, job estimation, and proposal generation process. The goal is to create a virtual assistant that can engage with potential customers (via chat, phone, or SMS), gather project details, estimate costs, and automatically generate professional proposals ready to send.
Core Objectives
AI Interaction Assistant
Develop an AI-powered virtual assistant (chat + voice) that can engage customers through:
Website chat widget
SMS and/or phone call (Twilio, Aircall, or similar integration)
CRM integrations (JobNimbus, HubSpot, etc.)
The assistant should capture project details such as:
Address, roof type, size (sqft), material preferences
Damage details or insurance-related info
Scheduling availability for inspections
Automated Job Estimation
Build a logic or AI-based estimation module that:
Calculates cost estimates based on roof size, materials, and labor data
Integrates with existing CRM or database (JobNimbus preferred)
Allows manual adjustments from staff before final proposal delivery
Proposal Generation
Automatically create professional, branded proposal documents (PDF or digital view link)
Pull data from CRM and AI estimates
Include scope of work, material details, warranty options, photos, and customer-specific pricing
Allow for e-signature or quick approval link
CRM + Workflow Integration
Sync all lead interactions, estimates, and proposal updates directly with our CRM (JobNimbus)
Automate task creation, follow-up reminders, and proposal tracking status
Use Zapier, Make, or direct API integration for workflow automation
AI Intelligence & Optimization
Train the AI model with past proposal data, pricing tables, and roof-type templates
Continuously improve estimate accuracy using historical data
Include a dashboard to monitor:
Lead-to-proposal conversion rate
Proposal turnaround time
Customer engagement metrics
Tech Requirements
AI/NLP Tools: OpenAI GPT API, Claude API, or similar large language models
Automation: Zapier, Make, n8n, or Python-based orchestration
Telephony Integration: Twilio, Aircall, or similar API for SMS and voice interactions
CRM Integration: JobNimbus (preferred) or experience integrating CRMs via REST APIs
Frontend/UI: Experience building simple dashboards (React, Next.js, or low-code tools like Retool)
Backend: Node.js, Python (FastAPI/Django), or equivalent
Database: PostgreSQL or Airtable (for project data storage)
Cloud Hosting: AWS, Azure, or Google Cloud
We are a growing roofing and home services company seeking an experienced AI developer to build an intelligent automation system that streamlines our lead interaction, job estimation, and proposal generation process. The goal is to create a virtual assistant that can engage with potential customers (via chat, phone, or SMS), gather project details, estimate costs, and automatically generate professional proposals ready to send.
Core Objectives
AI Interaction Assistant
Develop an AI-powered virtual assistant (chat + voice) that can engage customers through:
Website chat widget
SMS and/or phone call (Twilio, Aircall, or similar integration)
CRM integrations (JobNimbus, HubSpot, etc.)
The assistant should capture project details such as:
Address, roof type, size (sqft), material preferences
Damage details or insurance-related info
Scheduling availability for inspections
Automated Job Estimation
Build a logic or AI-based estimation module that:
Calculates cost estimates based on roof size, materials, and labor data
Integrates with existing CRM or database (JobNimbus preferred)
Allows manual adjustments from staff before final proposal delivery
Proposal Generation
Automatically create professional, branded proposal documents (PDF or digital view link)
Pull data from CRM and AI estimates
Include scope of work, material details, warranty options, photos, and customer-specific pricing
Allow for e-signature or quick approval link
CRM + Workflow Integration
Sync all lead interactions, estimates, and proposal updates directly with our CRM (JobNimbus)
Automate task creation, follow-up reminders, and proposal tracking status
Use Zapier, Make, or direct API integration for workflow automation
AI Intelligence & Optimization
Train the AI model with past proposal data, pricing tables, and roof-type templates
Continuously improve estimate accuracy using historical data
Include a dashboard to monitor:
Lead-to-proposal conversion rate
Proposal turnaround time
Customer engagement metrics
Tech Requirements
AI/NLP Tools: OpenAI GPT API, Claude API, or similar large language models
Automation: Zapier, Make, n8n, or Python-based orchestration
Telephony Integration: Twilio, Aircall, or similar API for SMS and voice interactions
CRM Integration: JobNimbus (preferred) or experience integrating CRMs via REST APIs
Frontend/UI: Experience building simple dashboards (React, Next.js, or low-code tools like Retool)
Backend: Node.js, Python (FastAPI/Django), or equivalent
Database: PostgreSQL or Airtable (for project data storage)
Cloud Hosting: AWS, Azure, or Google Cloud