Project Roadmap

ClickUp Live Integration

Connected

Connected Space: Hometown Systems Lab (2-Person Specialist Team: Remark Antipala & Jesniel Pascual)

Workspace: Hometown Roofing & Restoration
Mapped Assignees: Remark A. & Jesniel P. (Hazzel E. = Ops Mgr)
Last Synced: Ready to import
Weekly Report: December 30 – January 5, 1969

Project Roadmap

Now · Next · Later — timeline, status, owner, progress, and dependencies

Now

Currently being implemented

6

Voice AI Post-Call Capture

Internal Testing

Summit Roofing Co. · Marcus Reyes

2026-09-01 → 2026-09-25
High
Dep: Voice AI access, opportunity pipeline config

Referral Program Automation

Building

Bright Smile Dental · Marcus Reyes

2026-08-20 → 2026-09-22
High
Dep: Custom fields, tags, SMS campaign

Facebook Lead Ad Auto-Responder

For Review

Apex Home Services · Marcus Reyes

2026-09-08 → 2026-09-18
Urgent
Dep: Facebook integration, SMS campaign

Reputation Automation

Building

Coastal Fitness · Marcus Reyes

2026-09-12 → 2026-09-26
Normal
Dep: Reputation module, SMS campaign

Pipeline Automation

Building

Greenleaf Landscaping · Marcus Reyes

2026-09-03 → 2026-09-30
High
Dep: Pipeline config, tags

Email Nurture Campaign

Planning

Northstar Legal · Marcus Reyes

2026-09-14 → 2026-09-24
Normal
Dep: Email templates, contact tags

Next

Approved and scheduled

2

Contact Reply AI Agent

Approved

Apex Home Services · David Chen

1969-01-06 → 2026-09-29
High
Dep: Conversation AI access

Workflow Documentation Completion

Scheduled

Bright Smile Dental · Sofia Alvarez

1969-01-07 → 2026-09-27
Normal
Dep: None

Later

Planned future improvements

6

JobProgress Integration

Proposed

Summit Roofing Co. · Sofia Alvarez

2026-09-29 → 2026-10-16
High
Dep: JobProgress API access

n8n Integration Hub

Research

Summit Roofing Co. · David Chen

2026-10-05 → 2026-10-30
Medium
Dep: n8n hosting, API access

Customer Reactivation Campaign

Idea

Coastal Fitness · Hannah Kim

2026-10-12 → 2026-10-26
Medium
Dep: Segmentation tags

Dashboard Reporting Automation

Idea

Summit Roofing Co. · Marcus Reyes

2026-11-02 → 2026-11-20
Low
Dep: Reporting API

CRM Migration

Idea

Greenleaf Landscaping · Sofia Alvarez

2026-11-09 → 2026-12-04
Low
Dep: Legacy export, field mapping

Google Ads Integration

Proposed

Apex Home Services · David Chen

2026-10-19 → 2026-11-06
Medium
Dep: Google Ads access

Timeline View

Start → target completion across active and scheduled work

Project
Aug 26
Sep 26
Voice AI Post-Call Capture
78%
Referral Program Automation
85%
Facebook Lead Ad Auto-Responder
92%
Reputation Automation
55%
Pipeline Automation
60%
Email Nurture Campaign
20%