Modules Build the Perfect Workflow for Your Business

Every business runs differently, that’s why our modular system lets you choose exactly what you need.
Each block integrates seamlessly with your existing tools and grows with your business.

Connect Everything Effortlessly

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

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

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

Call Analysis & QA

Partner Services

Turn busywork into booked jobs.

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