How Rosette Forever Homes Automated Their Sales Pipeline

The Problem

Rosette Forever Homes, a growing homebuilding company, was facing inefficiencies in its job tracking process. Every new project needed to be added to their sales pipeline in Google Sheets, then updated by hand as the job progressed inside JobTread, a time-consuming manual process that ate into the team’s week.

What We Built

We built a custom integration between JobTread and Google Sheets. Every new job created in JobTread now automatically follows a standardized naming convention, and the sales pipeline in Google Sheets updates instantly as changes occur in JobTread, reflecting status changes, job progression, and new entries without anyone lifting a finger.

The Results

The two systems now stay in real-time sync, giving sales and operations teams accurate, up-to-date information at all times. The team saves 3+ hours a week that used to go into manual updates, with user errors eliminated entirely. Leadership now has reliable, real-time insight into their sales pipeline and project statuses without chasing anyone for an update, and what once took hours of weekly manual work is now fully automated, letting the team scale with more confidence.