Roofing CRM public sandbox

The front page is the storm command center.

Click through a roofing CRM built around autonomous storm intelligence, drone scans, insurance supplements, Roof Vision AI, and live estimate math. Demo mode blocks every real-world side effect.

2,341storm addresses
$1.24Mopen storm pipeline
94%AI scan confidence
34.2%margin guardrail

Today's AI briefing

Golf-ball hail Brandon / Temple Terrace storm verified by NOAA + DTN.

Drone routes are staged, homeowner records matched, and high-score roof replacements are queued for review.

Roof Vision AI queue

7 homeowners are comparing architectural shingle vs. standing seam renderings.

Weather window

DayRainStatus
Mon0%Ideal
Tue10%Good
Wed80%Avoid

AI assistant

Ask: “Which claims need supplement review?”

AI 4 claims have missing drip edge, starter, O&P or permit line items.

Autonomous pipeline

Storm Intel

NOAA/SPC alerts create a Storm Event, map parcel addresses, score priority, plan drone routes, analyze damage, and build outreach campaigns.

SE-2026-0619 · active

Hail core847 high impact
Drone routes8 planned / 3 pending approval
AI estimates131 ready for human review
OutreachBlocked in public demo

Roofing Pipeline

Storm Outreach
4412 Clearwater Ave
AI damage 4.8/5
$14,200
2891 Lakeview Dr
Need field verify
$18,400
Inspection Scheduled
Smith Residence
Drone photos attached
Tomorrow 9 AM
Estimate Review
Garcia Claim
Insurance
Supplement needed
Proposal Sent
HOA Metal Roof
Roof Vision viewed
$22,900
Live demo calculator

Roof Estimate Builder

Complexity
Waste factor
Order qty
Margin

Sticky estimate rail

Materials

Labor

Permit, disposal, accessories included

Insurance Claim Module

ACV/RCV, deductible lockout, supplement checker, depreciation release tracker.

Ventilation NFA

Attic area → required net free area and warranty eligibility.

Good / Better / Best

Standard, enhanced, and premium roof systems with monthly payment preview.

Customer Records

JS
Storm lead · insurance candidate

John Smith

Homeowner with AI drone scan, active roof replacement estimate, claim probability 97%, and Roof Vision renderings in review.

Contact details

  • Emailjohn.smith@example.com
  • Mobile(813) 555-0182
  • Alt phone(813) 555-0114
  • Preferred channelSMS for scheduling, email for proposal

Addresses

  • Job site123 Oak Dr, Brandon, FL 33510
  • Billing123 Oak Dr, Brandon, FL 33510
  • PropertySingle-family · 2 story · 2,640 sq ft · built 2007
  • Access notesGate code 4412; HOA requires color approval packet

Insurance / roof profile

  • CarrierUniversal Property & Casualty
  • Claim #UPC-26-771904
  • Policy #FL-HO3-22091
  • Deductible$2,500 hurricane / $1,000 all other peril
  • Roof32.0 squares · 6/12 pitch · architectural shingle

Active opportunities

RecordStatusValueNext step
RF-2026-1142Estimate review$14,824Verify decking allowance
SE-2026-0619Storm lead$8.4M event poolHomeowner outreach blocked in demo

Add Customer Sandbox

Conversations

ChannelContactAI suggested reply
SMSJohn SmithConfirm inspection after hail report.
EmailAdjusterAttach supplement letter with photo references.

Calendar / Dispatch

Mon

Ideal roof day

Garcia tear-off · Crew A

Tue

Smith inspection · Drone Route 1A

Wed

Rain hold

Automatically suggest reschedule.

Jobs / Work Orders

WOStatusCrewSafety
WO-1182Material delivery pendingCrew AOSHA signoff due
WO-1183Weather holdCrew BComplete

Inventory / Materials / POs

ItemNeededSupplierStatus
GAF Timberline HDZ Charcoal40 sqABC SupplyPO draft
Synthetic underlayment12 rollsBeaconIn stock

Invoices / Payments

Invoice INV-4402 · Net due after deductible and depreciation: $15,344

Automations

Storm outreach sequence

Day 0 SMS + email, Day 1 follow-up, Day 5 call queue, Day 7 direct mail.

Depreciation release reminder

Auto-generate carrier letter after completion photos are uploaded.

Reports

Storm ROI

178.6x

Avg ticket

$11,039

Response by channel

Email 18.4% · SMS 31.2% · Direct mail 6.8%

Admin / Price Book

Roofing price book

Per-square labor, tear-off layers, disposal, brand material markup, warranty rules.

Storm settings

Territories, hail thresholds, drone fleet, API keys, outreach compliance.