Roofing
Leads, insurance files, production, and collections are four stories. We connect agents to CRM, estimating, and the job file so aged estimates, supplement status, and jobs that are on the roof but not collected get watched.
The operating reality
We sold the work. The file is still named after the storm.
The stalls we hear in this trade every week.
The calendar is full. Nobody can say which jobs are funded, waiting, or dead.
Supplements live in inboxes. Production starts before the money is real.
Tear-off, dry-in, final. The office finds out from a photo.
The job looks done. The file is not.
Spend goes out. Booked funded jobs are a separate conversation.
Examples. Your list comes from the audit, not a template.
Agents age every opportunity and draft the next touch.
Adjuster, supplement, customer portion, funded vs produced.
Done on the roof is not done in the file.
Ads and lead flow against jobs that actually funded.
Examples of systems we commonly evaluate for integration. Storm and retail roofers already pay for a production CRM, measurements, photos, and often Xactimate. The leftover work is what sits between those logins.
Named tools are examples we see in this trade, not a certified integration list. What we can connect depends on APIs, vendor access, and the audit. We do not replace these systems.
Audit. Design. Build. Deploy. Manage. Your existing software stays in place.
Software stack, repetitive paths, follow-up that depends on memory.
Which agents, which systems, what they may do, and what requires a person.
Agents around those paths, connected to the tools you already use.
Permissions, approvals, testing.
Monitoring, connectors, improvements.
Start with a Free AI Operations Audit. We'll show you what is worth automating, what isn't, and what a practical first deployment could look like.