Menu

Roofing

You don't have to learn how to use AI in your roofing company. We build it into the software you already run.

ChatGPT doesn't open AccuLynx. Storm leads, supplements, and collections still sit in the file unless someone remembers. Cortex builds agents into the CRM and job software you already pay for, so that work gets followed up.

Get your free auditSee how it works
Two roofers installing shingles on a house

Agents watching

  • Lead and estimate watch
  • File status
  • Production to collections

Does this sound familiar?

The stalls we hear in this trade every week.

01

Storm leads have no next step

The calendar is full. Nobody can say which jobs are funded, waiting, or dead.

02

Insurance is a second sales process

Supplements live in inboxes. Production starts before the money is approved.

03

Production status is a group chat

Tear-off, dry-in, final. The office finds out from a photo.

04

Collections lag the roof

The roof is done. The paperwork and payment are not.

05

Nobody checks ads or canvassers

Money goes out. Which jobs actually got funded is a separate conversation.

What agents can handle

Examples. Your list comes from the audit, not a template.

Lead and estimate watch

Agents track every lead and estimate and draft the follow-up.

  • Aged leads
  • Unsold estimates
  • Rep queue

File status

Adjuster, supplement, customer portion, funded vs produced.

  • Missing docs
  • Supplement flags
  • Funded queue

Production to collections

A finished roof is not a paid roof.

  • Stage gaps
  • Final invoice flags
  • Aging by storm

Ads and leads

Ad spend and leads checked against jobs that actually got funded.

  • Source summary
  • Spend alerts
  • Review monitoring

A day with Cortex

What a day looks like with agents on

An example day. The agents work inside your phone line, CRM, field software and books. Anything that spends money or makes a promise waits for a person.

Roofing · example company

Today · Activity log

Agents on

7:42 AM

Missed call

New customer called while the team was on a job

Caller said: storm last night, water stain on the ceiling. Agent texted back, got the address, and booked the 10:30 slot.

Done

9:15 AM

Estimate #2041 · $8,400

No reply from the customer in 3 days

Agent wrote a follow-up in your voice. It goes out when you tap approve.

Waiting for your OK

11:30 AM

Review

Job closed, customer happy

Agent sent the review request with a link to your Google profile.

Done

2:10 PM

Job #3318 · $2,480

Marked complete, but no invoice in QuickBooks

Agent flagged it to the office so it gets billed today.

Sent to your team

6:00 PM

Daily summary

Your end-of-day report

6 jobs booked, 2 estimates waiting on you, $2,480 to invoice. Sent to your phone.

Done

Example activity. Every action is logged, and you choose what agents can do without asking.

Built around the software you already use.

Examples of systems we commonly evaluate for integration. Storm and retail roofers already pay for a production CRM, measurements, photos, and often Xactimate. The work that slips through sits between those logins.

Roofing CRM and production

AccuLynxJobNimbusLeap

Measure and photos

HoverEagleViewCompanyCam

Insurance

Xactimate

Canvass and demand

SalesRabbitGoHighLevelGoogle AdsGoogle My BusinessMetaTikTokQuickBooks

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.

How we set it up

Audit, design, build, test, then keep it running. Your existing software stays in place.

  1. 01
    Audit

    Understand the operation

    Software stack, repetitive paths, follow-up that depends on memory.

  2. 02
    Design

    Design the system

    Which agents, which systems, what they may do, and what requires a person.

  3. 03
    Build

    Connect and build

    Agents around those paths, connected to the tools you already use.

  4. 04
    Deploy

    Test with your team

    Permissions, approvals, testing.

  5. 05
    Manage

    Keep it reliable

    Monitoring, connectors, improvements.

Other industries we serve

Auto ServicesHVACPlumbingElectrical ServicesHome ServicesPest ControlConstruction & ContractingSmart HomeWindows & DoorsCleaningConcreteDrywallExcavationFencingFlooringGarage DoorHandymanJunk & Waste RemovalLandscapingLawn CareMasonry & HardscapingPaintingPaving & SealcoatingPool ServicesPressure and SoftwashingProperty ManagementTilingTransportation & HaulingTree RemovalWaste ManagementWelding

Find out what AI could take off your plate.

Start with a free 30-minute audit. You don't need to understand AI. We'll show you what's worth building into the software you already run, and what isn't.

Get your free audit