Reports
Which of your marketing is actually paying for itself.
Most roofing companies can tell you what they spent and not what it bought. Because the calls, the leads and the jobs all live in one place here, the answer is already in the data rather than waiting on somebody to build a spreadsheet.
$997/mo for the whole company. Everything below is included.
How it works
What you can see.
Everything here comes from the actual calls and jobs, not from anything you have to enter.
01 Where leads came from
The source is captured on the call, so you can see which channel produced booked jobs rather than just which produced ringing.
02 What happens to a call
Answered, booked, transferred, message taken, or lost. The pattern tells you where you are leaking.
03 Estimator performance
Who is getting the appointments, who is turning them into jobs, and whether the work is spread the way you intended.
04 Pipeline value
What is sitting at each stage and how long it has been there, so a stalled job is visible before it goes cold.
05 Your usage and your bill
Minutes used against the thousand included, what any overage costs, and storage. All of it on the screen before the invoice arrives.
06 A monthly summary by email
The short version turns up in your inbox so you do not have to remember to log in and look.
The honest version
What is measured, and what is not.
It reports on what it can see. It sees the phone, the leads and the jobs, and it does not see your bank account.
| Task | Handled here | Still a person |
|---|---|---|
| Lead source through to booked job | Yes | Nobody |
| Call outcomes and where they are lost | Yes | Nobody |
| Estimator activity and close rate | Yes | Nobody |
| Your minutes, overage and storage | Yes | Nobody |
| Profit and loss | No | Your accountant |
| Ad spend from Google or Meta | Not imported | You supply the spend |
Straight answers.
Do I have to tag leads myself?
No. The AI asks how the homeowner heard about you during the call and records the answer, which is where most of the source data comes from.
Can I see it per estimator?
Yes, and you can restrict a sales rep to only their own numbers if you would rather they did not see everyone else.
Does it work out my cost per lead?
It shows what each channel produced. It does not know what you spent on that channel unless you tell it, so it does not invent the other half of that number.
Also included
The rest of what your $997 covers.
Everything here is one plan and one price. Nothing below is an add-on.
AI roofing secretary
Answers every call in a natural voice, qualifies the job the way an office manager would, and books the estimate before hanging up.
Roofing answering service
Nights, weekends and the second caller during a storm. Unlimited calls at once, so nobody waits in a queue.
Hail map and storm reports
Radar-measured hail swaths over your territory, with a dot on every roof underneath so you know which streets to knock.
Find out which half of your marketing works.
The data is already there because the calls and the jobs live in the same place.