Build a smarter contracting operation with modular AI.

Contractor Solutions is a customizable platform with AI-based modules.

What We Do

Unify & Integrate

Seamless APIs to your CRM, photos, estimates, accounting and comms, no rip & replace.

Automation

AI Copilots

Execute SOPs consistently across sales, production and admin. Fewer clicks, fewer misses.

Clarity

Live KPIs

Close rates, cycle times, margin leakage and next-best actions in real time.

Pick the building blocks you need

Each module connects to your stack and can be toggled on by tier.

KPI Reporting (API)

Unified Data Dashboards: Real-time KPI tracking across AccuLynx, JobNimbus, Roof Link, Roofr, and other connected platforms.
Comprehensive Performance Insights: View lead source metrics, revenue by salesperson, and sales performance trends in one place.
Financial Intelligence: Access detailed profitability analysis, margin visibility, and supplement lift reporting for every job and rep.
Lead Source & Revenue Flow Mapping: Track lead source–to–revenue paths, conversion rates, and organization-level output at a glance.
Automated Alerts & Subscriptions: Receive email/SMS updates and auto-generated leaderboard reports on real-time KPI changes.

Direct Material Ordering Module

Upload roof reports from EagleView, Roofr, or Hover for instant AI analysis.
AI identifies missing details and lets you select supplier, color, and accessories (pipe boots, vents, etc.).
View a real-time material order preview with live supplier pricing and availability.
Get automated delivery and install dates aligned with supplier schedules.
Instantly dispatch delivery to supplier, install notice to homeowner, and calendar updates to production teams and subs.

SOP Chatbot (RBAC)

Load and filter SOPs by department, role, and permissions in seconds
AI-guided, interactive answers with step-by-step workflows and quick-action buttons
Video-based responses for visual learning on key processes and safety procedures
Reduce onboarding and training time by up to 60% with on-demand SOP access
Real-time feedback and auto-updates from new SOP revisions keep teams compliant

Invoice & Bid Generation (Network)

Generate market-aligned estimates with live regional pricing
Auto-correct underpaid scopes across all trades instantly
Add gutters, downspouts & metal work via smart cost mapping
Export branded PDF invoices & sync with CRM in one click
Collaborate through a shared contractor bid network

Referral Tracker

Load referral clients directly for instant tracking and payout automation
Capture referrer & homeowner details with built-in verification workflow
Auto-calculate referral bonuses and trigger secure digital payouts
View leaderboards with performance guardrails to encourage fair competition
Sync referral data to your CRM & accounting systems for real-time visibility

Call Analysis & QA

Get real-time transcription with AI-generated QA scorecards
Analyze sentiment, tone, and keyword patterns across calls
Deliver instant coaching prompts and compliance checks mid-call
Integrate with VoIP systems for playback and reporting
Track rep performance, customer sentiment & QA trends

Real-Time Supplements (AI + Sure Claims)

Load inspection photos, insurance estimate & carrier details instantly
AI reviews local codes & manufacturer specs for supplement accuracy
Generate real-time supplement items with auto-justified notes
Choose to self-manage or refer to Sure Claims LLC seamlessly
Export submission-ready supplement packets with live pricing

Usage & Popularity Metrics

Contractors Using Our Platform

0 +

Reduction in Admin Workload

0 %

Customer Satisfaction Rate

0 %

Live KPI Dashboards & Workflows

Sales Payments Leaderboard

Revenue Overview & Analytics

Direct Material Ordering

SOP Chatbot (RBAC)

One-Click Ordering Flow

Upload → Quote → Schedule → Notify. Supplier + Homeowner + Crew in sync.

Step 1

Upload

Drop a raw PDF measurement; add pipe boots, vents, drip edge, color.

Step 2

Get Quote

Live pricing via Beacon / ABC Supply / SRS; confirm supplier +SKUs.

Step 3

Schedule

Pick delivery + install; we push calendar events to all parties.

Step 4

Notify

Homeowner email + crew
calendar invite sent instantly.

Virtual Assistant Services

End-to-end VA support included across tiers, hiring, onboarding, training, and client success. We
source, certify, and manage VAs specialized in admin, appointment setting, data generation, production
coordination, and executive assistance.

1) Hiring

Define role + scorecard; source candidates; English + systems tests: references.

2) Onboarding

Security + device checks,
accounts setup, time-zone
alignment, SOP handoff.

3) Training

Playbooks per department; shadowing; QA rubric; KPI targets by week 1-4.

4) Client Success

Weekly check-ins, performance dashboards, rapid replacements if needed.

Tiered to your revenue & needs

Onboarding from $5k (Silver) up to $15k (Platinum). Enterprise is custom.

Silver

Under $1M / yr

Onboarding: $5k

$99

/user/mo

Virtual Assistant Services: $20/hr (hiring, onboarding, training & dient success included)

Gold

$1M–$6M / yr

Onboarding: $8k

$179

/user/mo

Virtual Assistant Services: $15/hr (hiring, onboarding, training & client success included)

Diamond

$6M–$10M / yr

Onboarding: $12k

$249

/user/mo

Virtual Assistant Services: $13/hr (hiring, onboarding, training & client success included)

Platinum

$10M–$20M / yr

Onboarding: $15k

$399

/user/mo

Virtual Assistant Services: $11/hr (hiring, onboarding, training & client success included)

Enterprise

> $20M / yr

Onboarding: Custom

Custom

Virtual Assistant Services: Custom (hiring, onboarding, training & client success included)

Testimonials

“Contractor Solutions’ AI tools streamlined our workflow and saved us countless hours each week.”

“The customizable modules fit perfectly with our processes — it feels built just for us.”

“From cost estimates to team management, the AI features make every project run smoother.”

FAQ's

Which tools do you integrate with?

AccuLynx, JobNimbus, Roofr, Roof Link, QuickBooks, DocuSign, Google Workspace and more via API & Zapier.

How do supplier orders get scheduled?

Pick delivery & install dates; we push to supplier calendar, notify the homeowner, and add your crew event automatically.

Can we bring our own SOPs and pricing?

Yes. Import your documents and price lists; modules adapt to your workflows and local codes.

What about security?

SSO, role‑based access, audit trails, and SOC2‑ready controls for upper tiers.

Turn busywork into booked jobs.

Launch your AI assistant, build estimates in minutes, and keep every job on track, without adding headcount.