AI agents for roofing

An agent can turn aerial measurements into estimate drafts, assemble supplement packets, order materials and keep homeowners updated, while people own every word to insurers.

10 workflow designs for roofing in the library.

Day to day

A roofing company sells, then builds. A sales rep or inspector climbs the roof, photographs damage, orders an aerial measurement report and writes the estimate. On insurance jobs an estimator prepares supplements: an updated estimate, annotated photos, code citations, manufacturer specifications and a reason for each line. A production manager orders materials, books crews with the right address and material list, and agrees install dates with homeowners. Crews tear off and install at height. The office chases invoices, insurance paperwork and final payments.

After a hailstorm, everything happens at once. Past customers in the storm's path need a call. Homeowners ring to ask when their crew is coming. Deliveries have to land before the crew and dodge the weather. Insurance jobs stall at final payment for a missing certificate or depreciation form, and warranties go unregistered.

What an agent can take on

An agent works from the company's job system, measurement reports and photos, and hands staff drafts to check.

  • Matches NOAA's preliminary hail reports against past customers' addresses, so the owner can check on their own customers.
  • Turns an aerial measurement report into an estimate draft for the estimator.
  • Assembles the photos, specifications and line reasons for a supplement request.
  • Drafts the material order from the approved estimate and confirms the delivery date.
  • Builds a production calendar that shows crews, deliveries and weather flags.
  • Closes out each job with photos, a completion certificate and the manufacturer warranty registration, then follows insurance jobs to final payment.
  • Keeps a homeowner job status page, and a daily safety sign-in and toolbox talk app for crews.

What stays with people

The inspection itself, any statement about what caused damage, every word that goes to an insurer, prices and every safety decision on site stay with people. State insurance rules matter: in Texas, for example, a contractor may not act as a public adjuster on their own job or waive the deductible, and the owner checks their own state's rules. Door-to-door sales fall under the FTC Cooling-Off Rule. OSHA requires fall protection from six feet and training in a language workers understand. Texts need A2P 10DLC registration and opt-in. The owner approves every message, and customer records stay in the company's systems.

Systems these businesses run

Connectors in the toolkit that businesses like this one use. Each page says how an agent connects and what it may do there.

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