Your office asks. The AI quotes, chases and does the admin.
An AI assistant your office staff talk to. It connects your CRM, email, calendar and accounting so they finally work together — no more copy-pasting between systems. Nothing goes to a customer without your OK.
15-minute call. No contracts pushed.
Your office is busy. Most of it isn't roofing.
The work that wins jobs — following up, getting numbers right, keeping records clean — is the work that gets dropped when the day fills up.
Systems that don't talk
The same customer, address and job details typed into your CRM, your quote, your email and your accounts. Every re-type is a chance for an error.
Quotes go quiet
Estimates go out and nobody has time to chase them. Homeowners don't say no — they just stop hearing from you, and the next roofer calls.
Admin eats the day
Invoices, job notes, document requests, status updates. Your best people spend hours on tasks that don't need their judgment.
Four jobs your office stops doing by hand.
Staff talk to it by chat, email or voice. It assists your people — it doesn't replace them.
New jobs land in your CRM, not an inbox.
Captures inquiries from web forms and email, cleans them up and logs them in your CRM so nothing sits waiting.
Quotes out faster, with fewer mistakes.
Drafts materials, scope and pricing so your estimator starts from most of the way there. Staff review; you approve.
Crews and appointments without the juggling.
Helps plan crews, inspections and job handoffs, and flags conflicts before they become problems.
Open quotes don't die. Paperwork gets done.
Follows up on every open quote, handles invoices and records, and keeps every system in sync.
Three steps. You stay in charge.
We connect your systems
CRM, email, calendar, accounting and job software — linked together. No new system for your team to learn.
Your staff talk to it
"Chase last week's quotes." "Book the Miller inspection." Your office asks; the AI does the legwork.
You approve what matters
Anything that goes to a customer or touches money waits for sign-off. You set the rules.
One assistant. Every tool you already use.
Your CRM, email, calendar, accounting and job software stop living in separate tabs. A new lead, a quote and an invoice stay in sync without anyone re-typing.
Product names are trademarks of their respective owners. Listed for compatibility only.
Built for roofing companies with real volume.
A good fit if you…
- Send out a steady stream of quotes every month
- Have office staff stretched across quoting, admin and scheduling
- Run a CRM, email and accounting that don't talk to each other
- Know quotes are slipping through the cracks
Probably not a fit if you…
- Are a one-truck operation quoting a few jobs a month
- Only need an answering service
- Are looking for leads or ad management
- Want to remove people from the process entirely
Simple, flat pricing.
One setup, one monthly fee. No per-seat or per-message charges.
+ about $3,000 one-time setup
- All your systems connected
- Set up around your process and pricing
- Approval rules you control
- Ongoing tuning and support
Pricing in USD. Australian pricing available on the call.
Straight answers.
How does the 10-hour guarantee work?
We look at how much time your office spends on quoting, follow-ups and admin before we start. If the assistant doesn't save you 10 hours a week, you don't pay.
Is this an AI receptionist or answering service?
Not at its core. It works behind the scenes with your office team on leads, quoting, scheduling and admin. If you also want after-hours call handling or missed-call text-back, we can build that as an add-on.
Does it replace my office staff?
No. It takes repetitive work off their plate so they can spend time on customers and jobs that need judgment.
Do I lose control over what goes out?
No. Anything that goes to a customer or touches money waits for approval. You decide what needs sign-off.
What about my data and security?
It only accesses the systems you connect, with permissions you grant, and you can revoke access any time. Your customer data isn't sold or shared.
My software isn't listed. Can it still work?
Often, yes. Book a call, tell us what you use, and we'll tell you honestly whether it's a fit.
See it working in 15 minutes.
Pick a time that suits you. We'll show you how it would run with your own systems — no pressure, no hard sell.