What to do: Sign up → Create a new project → Go to Settings → API → Copy your Project URL and anon key. You'll need these in Step 4.
🔑 You'll need these from Supabase:
1. Project URL — looks like https://yourproject.supabase.co 2. anon key — a long string of letters and numbers
Find both in Supabase → Settings → API
Then paste this prompt into your AI agent to generate the database tables:
Prompt 1 — Create Your Database
I need you to write SQL for my Supabase database. I'm building a roofing CRM.
I need these tables:
- customers (name, phone, email, address, job type, status, notes)
- jobs (customer, title, description, status, scheduled date, crew, estimated cost, actual cost)
- materials (job, name, quantity, unit price, total price)
Write the SQL so I can paste it into Supabase's SQL Editor and hit Run. Add basic security rules so the database works for now (I'll lock it down later).
💡After pasting the SQL into Supabase → SQL Editor → click "Run". You should see "Success" in a few seconds.
4
Build Your App
Open your AI agent, start a new project called roofing-crm, and paste the prompt below. Your AI agent will build your entire app — the screens, the buttons, everything.
Prompt 2 — Build the CRM
Build me a roofing CRM app. Here's what I need:
MAIN DASHBOARD:
- Show total customers, active jobs, money made this month, and jobs that need follow-up
- Show a list of recent jobs
- A button to quickly add a new customer or job
CUSTOMERS PAGE:
- List all customers with a search bar
- Click a customer to see their info and job history
- Form to add or edit customers (name, phone, email, address, job type, notes)
JOBS PAGE:
- A board where I can drag jobs between columns: Lead, Scheduled, In Progress, Completed, Invoiced
- Click a job to see details: customer, crew, materials, costs
Connect it to my Supabase database. Here are my credentials:
- Supabase URL: [paste your Project URL from Step 3]
- Supabase anon key: [paste your anon key from Step 3]
Make it look clean and modern with a dark theme and blue accents. Make sure it works on my phone.
🔑 Don't forget your API keys!
You need to paste your Supabase Project URL and anon key into the prompt where it says [paste...]. Without these, your app can't connect to the database.
Find them in Supabase → Settings → API
5
Set Up Email Notifications (Free)
Resend sends you an email every time a new customer is added or a job changes status. Free tier = 3,000 emails/month — way more than you need.
1. API Key — after signing up, go to API Keys → Create Key → Copy it 2. Your email address — the one you want notifications sent to
Prompt 3 — Email Alerts
Add email alerts to my roofing CRM using Resend.
Send an email to [your email address] whenever:
1. A new customer is added — subject: "New Customer: [name]"
2. A job is scheduled — subject: "Job Scheduled: [job title]"
3. A job is completed — subject: "Job Completed: [job title]"
Here is my Resend API key: [paste your Resend API key]
Make the email look clean and simple with the customer or job details in it.
🔑 Don't forget!
Replace [your email address] with the email you want alerts sent to.
Replace [paste your Resend API key] with the key you copied from Resend.
6
Deploy to Vercel (Free Hosting)
Vercel puts your app on the internet for free. Your app gets a live URL anyone can visit.
When Vercel asks for environment variables, add these three: 1. SUPABASE_URL — your Supabase Project URL 2. SUPABASE_ANON_KEY — your Supabase anon key 3. RESEND_API_KEY — your Resend API key
Without these, your live app won't be able to connect to your database or send emails.
📋 Deployment Checklist
7
Add JobNimbus Features
Now make it match what JobNimbus does — but free, and exactly how YOU want it. Paste this into your AI agent:
Prompt 4 — JobNimbus Features
Add these features to my roofing CRM:
1. JOB BOARD — Let me drag and drop jobs between stages (Lead, Inspection, Estimate, Scheduled, In Progress, Completed, Invoiced). Show customer name, job type, and dollar amount on each card.
2. CREWS — Let me create crews with names and members. Assign crews to jobs. Show a calendar of which crews are working which days.
3. MATERIALS — For each job, let me add materials with supplier name, quantity, cost per unit, and total cost. Show me the total material cost vs. how much the job pays.
4. INSURANCE CLAIMS — Track insurance claims: claim number, adjuster name, insurance company, approved amount, deductible. Link claims to jobs.
5. PHOTOS — Let me upload photos to each job (roof damage, before/after, permits, contracts).
6. MOBILE — Make sure everything works great on my phone. Big buttons, no sideways scrolling, forms that are easy to fill out.
Make the job cards color-coded: red = urgent, yellow = this week, green = scheduled. Add a search bar that searches across customers, jobs, and claims.
✅
Your CRM is Live!
You built a custom roofing CRM for under $100. No monthly fees. No per-seat pricing. It's yours.
or
Skip All This. We'll Build It For You.
If this looks like too much work, we get it. We build custom roofing CRMs starting at $10K. You own it. No monthly fees. No per-seat pricing. Built exactly how you want it.
Hey! I'm your AI guide assistant. Ask me anything about building your roofing CRM — how to use the tools, paste prompts, fix errors, whatever you need. How can I help?
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