Proof · our work
Your Vision Roofing — Northern Virginia
How one roofing company went from losing leads they didn't know existed to capturing nearly every field lead and texting back missed callers automatically.
The problem
Your Vision Roofing is a growing operation in Northern Virginia with a 10+ person field sales team knocking doors every day. They were doing good work — but their intake was a mess.
Missed calls went to voicemail and sat there. Web forms broke silently. Field reps wrote leads on paper or texted them to a group chat, where half got lost by end of day. There was no single view of what was coming in, what was being followed up on, and what was falling through.
The worst part: they didn't know what they were missing. You can't count the jobs you never knew about.
The fix
We unified their entire intake. Every call, voicemail, text, and form submission is captured, answered, and logged to their CRM automatically. No new systems to learn. No migration.
Then we activated field-rep capture: one dedicated intake number for the whole rep team. Reps text a lead from the door — name, address, phone, notes — and AI extracts the details and syncs to AccuLynx with full rep attribution. No app. No login. No training. The lead is in the CRM before the rep reaches the next house.
The result
Nearly every field lead now reaches the CRM, where most used to be lost. A web form gets a confirmation text right away, and a caller who can’t get through gets a text back from the business number. Leads sync to the CRM with source attribution. Management has full visibility into rep activity, lead volume, and conversion.
The entire system integrated with their existing AccuLynx CRM, with zero disruption to daily operations.
Phase 2 — marketing add-on
Then we turned on the marketing layer.
Once the intake pipeline was humming, YVR switched on the marketing add-on. The first job was making sure every new review got asked for, and answered.
review requests became a five-star review, and every one of those reviews got a reply
- Every completed job now queues a Google Business Profile post and a review request to the homeowner — without anyone remembering to do it.
- JJ approves everything before it goes out. Nothing publishes without her say-so — the AI drafts, she decides.
- Review response rate went from 0% to 100%. No new hire. No extra hour on anyone's calendar.
“We were losing jobs we didn't even know we'd missed. Missed calls, broken forms, and texts. MainStreet replaced our old phone system and tied everything together. Now every lead gets captured and replied to instantly.”
— Your Vision Roofing, Northern Virginia
Before & after
Before
- Missed calls went to voicemail and sat there
- Field leads written on paper, lost by end of day
- No visibility into rep activity or lead sources
- No attribution when a lead converted
- Most field leads never made it to the CRM
After
- Every lead captured, missed callers texted back
- Field reps text leads in from the door
- Full rep attribution and management visibility
- Leads synced to the CRM automatically
- Nearly every field lead captured
What YVR runs
Calls, SMS, forms, email, DMs — unified with conversation threading and CRM sync.
10+ reps, one intake number, AI extraction, rep attribution in AccuLynx.
AI-drafted Google review responses + GBP posts + review requests — JJ approves, it publishes.
Their existing CRM — kept in place, synced into, never replaced.
Want results like this?
Same approach, your business. It starts with a 15-minute walkthrough.