Be the roofer who makes it clear.
Help homeowners understand the estimate they’re comparing. Prepare a useful scope explanation and follow-up with your AI teammate.
See it for my businessWhat your first task includesThey’re comparing three roof quotes. Help me explain ours clearly without knocking the other companies.
I’ll work from your estimate, make the scope easier to compare, and flag claims for your approval.
Make the scope easier to compare.
Example scenario: a homeowner is reviewing multiple replacement estimates.
Compare the scope
Check the specified materials, preparation, cleanup, exclusions, and documented warranty terms in each estimate. Ask where details are missing.
Follow-up draft
Hi Morgan, comparing roof estimates can raise a lot of questions. Is there anything in our scope you’d like explained? We can walk through what is included before you decide.
Owner review
Confirm every material and warranty statement. Do not assume insurance coverage or make new inspection findings.
A big decision. Several quotes. Questions nobody has answered.
- Homeowners compare totals without understanding the scope.
- Technical details can overwhelm the next conversation.
- Your inspection notes don’t become follow-up material by themselves.
Something you can
actually work with.
Start with a focused task. Here’s what the brief asks your teammate to prepare.
A plain-language scope comparison guide
A homeowner question checklist
A respectful estimate follow-up
A little context.
A much better starting point.
- 1
Show it how you work.
Approved roofing estimate and inspection notes. Confirmed materials, inclusions, and warranty terms. The homeowner’s questions and preferred next step.
- 2
Review something concrete.
You approve technical statements, warranty wording, and scope. Insurance or damage claims are never assumed.
- 3
Connect when you’re ready.
Connect customer records and your communication tools later for approved follow-ups tied to the real estimate.
Make this your
first task.
Put your business in the picture. Get a starter brief you can keep, edit, and use with your agent.
Free preview. No account or payment required.A few things to know.
Will it make insurance promises to close the job?
No. The brief explicitly excludes assumed coverage, invented damage findings, or guarantees about a claim.
Is this a real conversation with my agent?
The conversation above is an illustrative example. The free preview creates a starter brief from your business name and this task. It does not create an account or run an agent.
Do I need to connect everything first?
You can explore and download the brief without connecting accounts. Live work later needs the relevant tools, permissions, business details, and your approval. Telegram is our initial pilot channel; SMS is planned.
Does the preview subscribe me or cost anything?
No. Creating or downloading a starter brief is free. It does not start a paid subscription, send a campaign, or spend money on ads.