Case Study: American Roofing & Metal achieves mobile efficiency and faster, more accurate workflows with Smartsheet WorkApps

American Roofing takes process efficiency mobile with Smartsheet WorkApps

American Roofing & Metal, a regional contractor serving residential, commercial and industrial customers around Louisville, Lexington and Cincinnati, needed to simplify and mobilize its business processes as it grew. With most employees using only mobile devices and an Industrial Department that spans divisions, the company faced scattered checklists and documents, manual warehouse orders, fragmented safety certification tracking, and the burden of building multiple app versions to serve different roles.

Using Smartsheet WorkApps (no-code), American Roofing built role-tailored, mobile-optimized apps—including a Job Safety Audit app with checklist, certification lookup, and video capture; a warehouse request app with printable tickets and QR confirmations; a certifications manager; job-site info with GPS; and fleet tracking fed by OBD data. The result: faster, more accurate workflows, reduced administrative time, earlier warehouse cutoffs (requests shifted from 5 p.m. to 2 p.m.), lower overtime, improved safety compliance and first-time quality, and a scalable platform for new services.

American Roofing & Metal

Rob Waite

Executive Vice President of Strategic Planning