Case Study: American Roofing & Metal achieves faster purchasing and lower costs with Smartsheet

American Roofing Speeds Up Purchasing and Cuts Costs With Smartsheet Document Builder

American Roofing & Metal, a century-old regional roofing contractor serving Louisville, Lexington, Cincinnati and surrounding areas, rapidly outgrew paper-based and spreadsheet-driven processes. Facing "high-velocity" jobs, about 25 purchase orders per day across 260 suppliers, and tight timelines, the company struggled with slow manual purchasing, duplicate data entry, and limited project visibility.

By adopting Smartsheet’s document builder and conditional-logic forms, American Roofing automated PO and offer-letter generation, vendor confirmations (with a delivery-date picker), and mobile data capture, plus customized dashboards for stakeholders. The result: most POs are completed within an hour, two full-time roles were freed in the first month, hiring and onboarding accelerated, supplier pricing improved through batched orders, and overall accuracy, audit readiness, and professional project visibility increased.

American Roofing & Metal

Rob Waite

Executive Vice-President