Customer Introduction
KC Roofing, a mid-sized roofing and home improvement company providing residential and commercial services including installations, repairs, inspections and insurance claim work, operates through multiple field teams and regional sales representatives. With fragmented systems and manual scheduling limiting efficiency as demand grew, the organisation partnered with Nubis IT Services to implement Salesforce Sales Cloud and Field Service, creating a unified digital platform that connects enquiry management, quoting, scheduling and field operations.
Enter Nubis
KC Roofing partnered with Nubis IT Services to digitise its entire lead-to-completion workflow under a connected Salesforce framework. The goal was to automate quoting, optimise field scheduling and create complete visibility across sales and service operations.
After assessing the operational workflows and field service requirements, Nubis implemented Salesforce Sales Cloud and Field Service (FSL) with integrated mobile access and digital approvals as the core platform:
Unified lead and opportunity management
Digital quoting with e-signature integration
Field Service Lightning for job management
Automated workflows and proactive alerts
Real-time dashboards and performance analytics
The Outcome
KC Roofing transformed its field service operations by connecting sales, scheduling and technician activities through a single, mobile-enabled platform. Manual processes were replaced with automation, enabling real-time visibility, optimised routing and improved customer communication across all regions.
35% Faster quote turnaround time
25% Increase in job completion efficiency through optimised scheduling
100% TRACEABILITY - Complete field updates and service records in real-time
40% REDUCTION - Missed follow-ups and rescheduling errors eliminated
