The platform
Everything your shop runs on, in one system.
Not a feature list you have to assemble yourself. We build and configure the whole thing around your process, then keep it running.
Lead capture & speed to lead
Web forms, call tracking, missed-call text-back and paid-ad leads all land in one pipeline. Automated SMS and email sequences hit the lead before your competition finishes their coffee.
- —Two-way SMS and email in one inbox
- —Missed-call text-back within seconds
- —Round-robin assignment to available reps
- —Review and reputation automation after every job
Proposals, contracts & insurance docs
Your pricing, your templates, e-signed on the driveway. Supplements and change orders follow the same track instead of living in someone's email.
- —Estimate builder wired to your price book
- —E-signature contracts and change orders
- —Insurance claim and supplement workflows
- —Photos and measurements attached to the job record
Production board & budget-vs-actual
From sold to installed to collected, with the money tracked against the estimate on every job. You find the margin leak while the job is still open, not at year end.
- —Job budget-vs-actual tracking per job
- —Material ordering and supplier handoff
- —Crew and subcontractor scheduling
- —Homeowner status portal with automated updates
NOAA storm & hail targeting
Pull storm and hail swaths straight from NOAA data, draw the polygon, and push the list to canvassing routes and outbound automation the same day the weather clears.
- —Hail and wind swath overlays by date
- —Polygon-based list building
- —Canvassing routes assigned to crews
- —Automated outbound to the affected list
AI agents & call intelligence
AI voice and SMS agents answer, qualify and rebook while your office sleeps. Every call gets scored so you know which rep needs coaching before the month closes.
- —AI voice agent for inbound and reactivation
- —AI SMS qualification and booking
- —Call scoring and coaching summaries
- —Database reactivation campaigns
Multi-location rollups
Every market on the same platform with its own numbers, plus one view across all of them. Compare cost per lead, close rate and profit per job market by market.
- —Per-location pipelines and permissions
- —Cross-location reporting rollups
- —Market-level P&L view
- —Shared templates pushed to every office
White-label & reseller sub-accounts
Your brand, your domain, your platform. Spin up sub-accounts for other contractors from a snapshot in minutes and bill them yourself.
- —Full white-label branding and domain
- —Reseller sub-account provisioning
- —Snapshot deployment for new accounts
- —Revenue share and billing on sub-accounts
Reporting that a roofer actually reads
Cost per lead, set rate, close rate, average job size, profit per job, per rep, per crew. Not vanity charts — the numbers you make decisions with on Monday.
- —Pipeline and revenue dashboards
- —Rep leaderboards and commission tracking
- —Profit per job by crew and rep
- —Custom reports built on request
Want to see it working on your numbers?
We will walk the whole platform live and price it against what you pay today.