One partner. From prospect to handoff.
Qualified appointments, property intelligence, office support and scope review in one place. Each has a defined scope. Appointments and supplement support have published prices; for territory research and virtual assistants, your proposal states the price before you pay.
01 / $175 per fulfilled appointmentQualified roofing appointments
Arrive with a homeowner expecting you.
Exclusive, human-qualified roofing inspection appointments in your agreed service area. We confirm your counties, availability and the qualification and credit terms with you before any invoice.
- Confirmed homeowner interest and inspection time
- Exclusive delivery to one roofing company
- Clear qualification and replacement-credit terms
Service area and capacity are confirmed before any invoice. Buying appointments does not start other services.
02 / Software · coverage variesRoofing territory research
Choose better-informed doors for your crew.
Explore available storm and property records in AIM. Review a sample neighborhood and discuss the territory and tools your team can access.
- Source coverage checked for your territory
- A sample map you can explore now
- Team access and exports agreed in your plan
No price is published. If a 15-minute walkthrough is a fit, your proposal states the territory, included tools, price and start timing. A request does not start a subscription or reserve a territory.
03 / Human support + AI · scoped serviceVirtual assistants & AI answering
Plan who handles inquiries and follow-up.
Agree on human support, AI answering or both. Your proposal defines tasks, coverage hours, setup and when a person takes over.
- Call intake and appointment-request workflows
- Defined answers and a human escalation path
- Hours, providers and integrations scoped together
No price is published. We first confirm your channels, expected inquiry volume, coverage hours, integrations and any provider charges. Your proposal then states the price, start timing and any recurring or cancellation terms. A conversation does not start a paid service or subscription.
04 / Human review · agreed pilotScope & supplement support
Prepare supplied evidence for a scoped review.
Start with job photos, the insurer’s itemized estimate, claim details and signed homeowner authorization for human review and Xactimate preparation. Our team supports all 50 states and Washington, D.C.; we confirm the assigned specialist’s eligibility, scope and carrier-delivery responsibilities for your file.
- Photos, insurer estimate, claim details and signed authorization
- Human review and estimate preparation in Xactimate
- Reviewed carrier delivery with homeowner copied
$60 upfront + 7% of supplemental funds actually collected. Depreciation releases: $60 flat fee.