From satellite image to signed proposal to paid invoice — all in one platform built for roofing contractors. Instant AI estimates, a full job pipeline, customer comms, online card payments, workflow automation, and AI assistants on every screen.
Type an address. Get a full roof area, pitch, material classification, and itemized cost breakdown in under 8 seconds — powered by Google Solar API and Claude vision.
Address → roof boundary in under 8 seconds. Google Solar API + Mapbox imagery analyzed by computer vision. Polygon traced, pitch detected, material classified.
Full replacement and lift-and-reset breakdowns across shingles, tile, metal, and TPO. Pitch multiplier, waste factor, accessories — all itemized automatically.
Interactive SVG plan showing each roof face colored by orientation. S-facing segments brighter, N-facing darker. Hover any facet to see pitch, area, and azimuth.
Run every job from lead to final invoice. Proposals with customer acceptance, invoice tracking, expense logging, crew assignment, and an AI assistant on every screen.
Drag projects from Lead → Qualified → Proposal → Contracted → In Progress → Completed. Assign crew, track stage duration, and manage everything in one board.
Build proposals with itemized options, generate branded PDFs, and send a customer-facing acceptance link. Customer clicks to approve — logged with timestamp.
Generate invoices from project data, export PDFs, and mark as paid. Outstanding balance rolls up to the customer profile and financials dashboard.
Log expenses by category and project, track material purchase orders, and see gross margin per job. Filter by date range and export to CSV.
Run customer conversations from the job record: internal notes, outbound email/SMS, inbound capture, mentions, delivery timeline, and one-click retry for failed sends.
Catch unmatchable inbound messages in a triage queue with assignment ownership, SLA warning/critical states, project suggestions, and fast match-to-project workflows.
Ask questions about any estimate or project — Claude responds with full context. Streaming output, estimate-aware, available on every page via the chat widget.
Users can sign in with username or email, manage their own profile details, and change passwords securely with current-password verification and role-scoped access.
Admin, sales, estimator, and crew roles with scoped access. Each user sees exactly the pages and actions their role requires — nothing more.
Turn a signed proposal into cash in the bank. Customers pay invoices by card, funds land in your own account, and statuses reconcile themselves — all powered by Stripe.
Send an invoice and customers pay by card from any device. The secure payment link lives right on the invoice — no phone calls, no checks in the mail.
Funds settle straight into your own connected account. You own the merchant relationship and the bank deposit — RoofMarshal just routes the charge.
Invoices flip to Paid the moment a payment clears, balances roll up automatically, and every change lands in your activity log — zero manual reconciliation.
Let the busywork run itself. Rule-based automations fire on the events that matter, and context-aware AI agents are one click away on every screen.
When a job changes stage, a proposal is accepted, or an invoice is paid, fire follow-up actions automatically. Set the rules once and let the pipeline run itself.
Project, financials, support, and customer agents that already know your jobs, numbers, and history — streaming answers and drafts without leaving the screen.
Choose the Claude model for each task, with platform-wide defaults and per-account overrides — balance speed, quality, and cost on your own terms.
Every mutation logged — who created it, when, and what changed. Admin-accessible activity feed with entity links.
Branded PDFs for estimates (with roof diagram), proposals (with acceptance link), and invoices — generated on demand, download-ready instantly.
Pipeline value, collected revenue, outstanding invoices, and expense totals — rolled up from real job data, not manually entered.
Multi-tenant from the ground up — your brand, your subdomain, your data, isolated and secure. Add new locations without adding new tools.
Run multiple locations or crews under one roof — each with isolated data and its own team, all managed from a single platform with database-enforced separation.
Custom logo, colors, and a branded customer portal on your own subdomain. The platform disappears behind your name — your clients only ever see you.
Self-serve subscription billing with plans that scale from a single crew to a multi-branch operation. Upgrade, downgrade, or manage billing anytime.
Estimates in seconds. Customer follow-up in one thread. Every job tracked from first call to final payment.