Leads leak
When things get busy, calls get missed. One missed call a week can add up to $130,000 a year in lost business.
Introducing the AI System of Action for roofers
Every job knows what's next.
Smart Roofing AI gives your company a brain. It remembers every job, knows what needs to happen next, and brings you only the decisions that need you. Nothing new for your team to learn.
Works with the CRM you already use. Unlimited seats.
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Receive the work order
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Set the install date
Everything else on this job
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Done
Signed contract
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Done
Deposit received
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Up next
Materials order confirmation
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Needed
Final payment proof
12 of 16 complete
Example view. Anything in red must turn green.
The problem you already know
Your CRM isn't broken. It was just never built to live in an AI world.
A CRM keeps records. Somebody still has to read them, figure out what happens next, and go do it. On a busy week, that somebody is you. And things slip, because you can't remember everything.
Jobs stall
Most systems have no accountability. Nobody knows who owns the next step, so the job sits until someone notices.
Cash gets trapped
Final payments and depreciation go uncollected at the end of a job, because chasing the money is nobody's job.
Introducing the Company Brain
Every roofing company needs a brain. Right now, it's you.
You're the one who remembers every job, every promise and every next step. The Company Brain takes that over. It learns your business, remembers everything, and knows what needs to happen next, so you don't have to.
What it knows
Job context
Company rules
Do this next
- Anything in red must turn green
- Only what's required to advance the job
- CRM
- Accounting
- Suppliers
- Subcontractors
- Measurement tools
- Insurance claims
- Phone systems
Your systems keep the records. The Company Brain connects them, so you control everything from one place.
What's going on with every job
Who the customer is, what was promised, what's been done, and what's still open.
How you do things
Your pricing, your process, your standards. It follows them the same way every time, on every job.
Who owns what
Every step has an owner, so nothing sits unclaimed. When something needs an owner's decision, it's escalated to you.
How it works
The system manages the work. Your team supervises it.
You stop asking "where are we on this job?" and start seeing “Do this next.”
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1
It knows where every job stands
From first contact to final payment, every job has a clear status — without anyone updating it by hand.
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2
It does the next step
The follow-up, the customer update, the paperwork. The routine work gets done the moment it's due.
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3
It brings you the decisions
When something needs an owner's decision, it's escalated to you with what you need to know, and it waits for your decision.
No more hunting and clicking through systems to work out what to do. You go from working in several systems to one page that tells you everything about the job.
Roofer reactions
See how roofers react when it's working live for them.
Short clips of roofers seeing Smart Roofing AI run their own jobs for the first time.
What it handles
The work between first contact and the final payment.
An all-in-one system for your back office. Close to fully automated, with your team in charge of every decision that matters.
Estimates
Create estimates here, or give the Company Brain the estimate you already build in another tool. Either way works.
Customer communication
Homeowners hear from you at every step, so they never have to call and ask what's going on.
Lead response and follow-up
New leads are on the calendar or on the phone in three minutes. Every open estimate and unanswered message gets followed up. Every time, on time.
Job tracking
See every job, where it stands, and what it's waiting on — in one place.
Crew assignment
Assign the crew to the job, and everyone can see who is doing what and when.
Admin training
Someone with no roofing experience can run a job from start to finish and learn the workflow along the way. The training is built in and stays with them.
Mobile app
Crews manage the job in real time from the field, and owners see how every job is progressing wherever they may be.
Agent Gutter, your built-in support
Stuck on something? Agent Gutter is there to help you through it, without leaving the job.
Supplements and change orders
Job site photos trigger supplements and change orders. Use the photo tool you already like, or use ours.
Nothing to learn
If you can answer a text, you can run it.
No implementation project. No training week. You start working, and it asks for what it needs when it needs it.
- Start in minutes. Sign up and go. Setup happens as you work.
- It asks as you go. When it needs something from you, like your price book, it asks for it once.
- It trains your team. Guidance is built into every step and stays with them, so new hires teach themselves.
Your tools, your choice
Keep your CRM. Or use ours, free.
You don't have to rip anything out. Smart Roofing AI runs your systems from one place, whichever CRM you use.
Works with what you have
Keep the CRM and the tools your team already knows, including AccuLynx, JobNimbus, Roofr, Zuper and more. Smart Roofing AI works on top of them, so nobody has to switch. That includes roof measurement services like EagleView, Hover and QuickMeasure, and material suppliers like ABC Supply. If your CRM isn't connected yet, we'll connect it for you. Setup is done for you.
- AccuLynx
- JobNimbus
- Roofr
- Zuper
- Google Workspace
- Microsoft 365
- QuickBooks
- CompanyCam
- SumoQuote
- EagleView
- Hover
- QuickMeasure
- ABC Supply
Or start fresh with ours
No CRM yet, or ready to leave yours? Use our CRM database at no extra cost. Everything in one place from day one.
Included freeQuestions
What roofers ask us first.
How long does it take to get started?
Minutes, not months. You sign up and start working. It asks for things like your price book the first time it needs them, so there's no big setup project up front.
Do I have to replace my CRM?
No. Smart Roofing AI works with the CRM you already use. If you don't have one, or you want to move, you can use ours for free. If yours isn't connected yet, we'll connect it for you.
Does my team need training?
No classroom training. The guidance is built into each step, so people learn as they work, and it's still there when someone new joins.
Does it do things without asking me?
It handles the routine work on its own and brings you the decisions that need a person. You stay in charge of anything that matters.
Can it do estimates and talk to my customers?
Yes. Estimates, customer updates and follow-up are the core of what it does every day.
How much does it cost?
Pricing depends on the size of your business, and it comes with unlimited seats, so your whole team can use it. We'll go through the costs with you on your demo.
See what's next on your jobs.
Thirty minutes. We'll walk through a real job from first contact to final payment.
Book a demo