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See the work before a conversation

A clearer route.
A usable handoff.

Try the inspection-to-outcome workflow, explore the Cleveland sample map and see how a route, evidence packet and office handoff can fit together.

Interactive workflow · fictional records

Follow an inspection through office review

Load a sample inspection, add evidence and see how a named office review supports the outcome record. All people, properties and results in the demo are fictional.

The sample stays in your tab. It does not book visits, authenticate documents or create shared CRM records.

Actual product · sample territory

Explore the neighborhood map

StormBooked sample territory map

Try filters and select a property for source context. Sample access doesn’t grant exports or reserve a territory.

Illustrative format · fictional content

Example route sheet

  • Stop 01 · Sample Property AReview dated nearby storm reports. Roof condition: unknown.
  • Stop 02 · Sample Property BCheck supplied county fields. Roof replacement date: unknown.
  • Field actionRecord the visit outcome and next action in the agreed workspace.

Illustrative contents

Property evidence packet

  • Address and dated source context
  • Supplied visit notes and selected photos
  • Inspection findings and measurement inputs
  • Unknowns and questions for qualified review

Actual format and export access depend on your activated plan.

Illustrative workflow

Office handoff

  • What arrivedSupplied findings and evidence, grouped by property.
  • Who owns itThe named office reviewer.
  • What happens nextConfirm missing inputs and assign follow-up.

Examples are not customer results or a promise of claim approval.

Format of the real handoff · fictional content

What a website-guide handoff looks like

Request
SAMPLE-0001 (fictional)
Name
Sample Contact A
Company
Sample Roofing Co.
Email
The address the visitor entered
Phone
Blank if the visitor left it empty
Market
Service: assistant
Note
Visitor: Do you answer calls for roofing offices?Website assistant: We can discuss AI answering and virtual-assistant support for call intake, appointment requests and follow-up. Your proposal defines hours, integrations and when a person takes over.

This is the email Michael’s team receives when a visitor sends a website conversation. It is a transcript, not an automated summary, and not a customer result. What an office receives from a configured service is agreed in your proposal.

Website guide only. Phone answering and calendar access require separate setup.

How to get a quote