Quoting Agent
Measure, take off, price, propose, and follow up just like your estimator.
Works using
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No new system.No integrations.
quoted while they're still deciding ↗
- Total area3,086 sq ft
- Predominant pitch7/12
- Ridges + hips142 ft
- Valleys58 ft
- Tear-off, 2 layers, haul-away2,945.00
- Architectural shingles (102 bdl)4,263.60
- Underlayment, ice & water, drip edge2,318.00
- Ridge vent & caps, 142 ft1,136.00
- Install labor, 7/12 pitch6,820.00
Will you replace the rotted boards over the garage?
Yes. Up to 3 sheets of decking are included. More than that is $85 a sheet, and we'll show you photos before we replace any.
- 01Lead
- 02Measurements
- 03Material list
- 04Proposal
- 05Follow-up
Instant quotes. Win more deals.
The first good quote usually wins the job. Your agent sends it while the customer is still deciding.
- Request sits in the inbox
- Quote goes out 3 days
- Deal lost. The storm chaser left a price that night.
With your agent✦ Instant- Picked up the moment it lands
- Drawn, priced, approved, sent same day
- First in the inbox. Deal won.
Quoting for roofing contractors is messy
- Storm-season backlog. Inspections faster than quotes
- Wrong waste factor. Short on bundles, back to the yard
- Old shingle price. Margin gone at delivery
- Door-knockers win. They left a number that night
An agent that handles the messy parts your way.
- 01Measurement reportsRead, not re-typed
- 02Waste by roof typeHips and valleys add up
- 03Branch pricesYour account, today
- 04Labor by pitchSteep and two-story cost more
- 05Insurance jobsSupplements stay with you
Every quote, by hand. Agents should!
- ManualAgent Order report
- ManualAgent Read squares
- ManualAgent Pitch & layers
- ManualAgent Waste factor
- ManualAgent Material list
- ManualAgent Supplier price
- ManualAgent Labor by pitch
- ManualAgent Dumpster & permit
- ManualAgent Three options
- ManualAgent Send proposal
- ManualAgent Follow up
No new system. No integrations.
You're not buying software. You're adding an agent that uses the software you have.
- Your screens It uses your CAD, quoting system and inbox with keyboard, mouse and screen.
- Nothing to connect No API projects, no new software, no data migration. Your systems stay as they are.
- Built by talking Explain your process like you'd train a new hire. It learns by doing a real quote.
- You approve Drawings, prices, discounts, sends. Wherever you want a person, it stops and asks.
- Every run on record Screenshots, values read, prices used and who approved, for every quote.
Hand the whole quote to an agent
- Orders measurements
- Builds material list
- Prices at supplier
- Builds options
- You approve
- Sends proposal
- Answers homeowner
- Follows up
Agent does itYou decide
Any drawing in. CAD out.
Hand sketch, PDF print, photo or fax. The agent redraws it in your CAD before it quotes.
What estimators send
- Aerial report
- Hand roof sketch
- Drone photos
- Measure sheet
- Insurance scope
- Phone photos
- Total area3,086 sq ft
- Predominant pitch7/12
- Ridges + hips142 ft
- Valleys58 ft
Any format in. CAD out. Report, sketch or photos: the agent turns them into squares, pitch and linear feet before it builds the material list. How sketch-to-CAD works →
Five steps. One quote.
One job, start to finish: The Whitfield home, tear-off and re-roof, 31 squares.
- 01
It measures the roof
Orders the aerial report and reads squares, pitch, ridges, valleys, eaves.
Aerial measurement report- Total area3,086 sq ft
- Predominant pitch7/12
- Ridges + hips142 ft
- Valleys58 ft
418 Larkspur Ln · 14 facets
- 02
It takes off materials
Bundles, underlayment, ice and water, drip edge, vents. Your waste rules.
Roofing supplier portalItem From Price Architectural shingles Supplier $41.80 / bdl Synthetic underlayment Supplier $118.00 / roll Ice & water shieldBranch out of stock Supplier $96.50 / roll Tear-off, 2 layers, 7/12 Labor sheet $95 / sq - 03
It prices at your supplier
Your branch, your account price, today. Labor by pitch and layers.
AccuLynx · EstimateQuote E-30871The Whitfield homeDraftDescription Qty Unit Amount Tear-off, 2 layers, haul-away 31 sq 2,945.00 Architectural shingles (102 bdl) 102 bdl 4,263.60 Underlayment, ice & water, drip edge 1 lot 2,318.00 Ridge vent & caps, 142 ft 142 ft 1,136.00 Install labor, 7/12 pitch 31 sq 6,820.00 Permit, dumpster, cleanup 1 job 1,150.00 Better option shown · 50-year limited warranty$18,632.60 - 04
It sends the proposal
Good, better, best with the warranty that goes with each.
Gmail · New messageToTom Whitfield
SubjectYour roof options for 418 Larkspur
Hi Tom, thanks for having us out. Your roof measures 31 squares at a 7/12 pitch with two layers to remove. Three options are attached. Most homeowners on your street choose the middle one.
Whitfield roof proposal.pdf
Send - 05
It answers the homeowner
Colors, timeline, cleanup, warranty. New asks go to you.
Text message · The Whitfield homeWill you replace the rotted boards over the garage?
Yes. Up to 3 sheets of decking are included. More than that is $85 a sheet, and we'll show you photos before we replace any.
Answered from: Proposal, decking clause
Roofing contractors: every step
What the agent does, where you decide, and the rules it checks.
you decide every green box
- Lead or inspection done
- Order aerial measurement report
- Report matches photos?No → estimator checks roof
- Read squares, pitch, linear feet
- Build material list with waste
- Price at your supplier branch
- In stock at the branch?No → check second branch
- Labor by pitch, layers, stories
- Build good / better / best
- Margin above floor?No → owner decides
- You approve the proposal
- Send proposal & photos
- Answer homeowner questions
- Insurance claim?Yes → supplement to you
- Follow up day 1, 3, 7
- Signed. Order materials
Agent does it You decide Rule check
Built around how you quote
Not a template. Your steps, your price book, your approvals.
- 01
Explain it once
Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.
When a request comes in, first check: report matches photos? If not, estimator checks roof.
Quoting SOP.pdf Price book 2026.xlsx 3 past quotes - 02
Watch it work
It works a real job on your screen. You correct it the way you'd correct a person.
Use the 2026 price book, not last year's.
Got it. Switched to 2026 and re-priced 4 lines.
Read requestDrawingPricing - 03
Save your process
A written procedure and a flowchart. Every run follows the version you approved.
- Order aerial measurement report
- Report matches photos?
- Read squares, pitch, linear feet
- Build material list with waste
- Price at your supplier branch
- In stock at the branch?
Change anything. Any time.
Any step, any rule, any approval. Say what changed. Approve the new version.
- Build material list with waste
- Check this customer's historyAdded
- Pitch over 8/12?Changed
- Send proposal & photos
- You approve the proposalRepeat customers: skip
- Margin above floor?
Add a step after “Build material list with waste”: check this customer's history and flag anything unusual.
Step added
New rule: Pitch over 8/12 → add steep charge.
Rule changed
Repeat customers under the limit don't need my approval anymore.
Approval changed
Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.
Your rules. Exactly.
Written once in plain English. Followed every time.
- Pitch over 8/12? Add steep charge
- Hips and valleys over 15%? Use 15% waste
- Insurance claim? Estimator handles
Never, on any run
- Negotiate with an adjuster
- Promise a start date
- Waive the deductible
- Change the warranty terms
Approvals, where you want them
It stops and asks you.
What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.
from your desk or your phone ↘
Send the Whitfield roof proposal?
You approve every proposal before it goes out.
Agent suggests: Approve and sendOne item needs a look. Everything else checked out.
ESTIMATE E-30871 · 418 Larkspur Ln
Measurements31 sq · 7/12 · 2 layers
Shingles102 bundles · 10% waste
Ice & waterOut at Main St · priced at Route 9 branch
Labor$220 / sq at 7/12
Margin38% · floor 35%
Better option$18,632.60
Review notes
- Squares match the report within 1%
- One item priced at a second branch
- Decking allowance from your standard terms
Your team, before and after
| Today | With your agent | |
|---|---|---|
| Proposal sent | In 3 days | Same day |
| Your estimator | At the desk | On the roofs |
| Material price | Price sheet | Branch, today |
| Follow-up | When there's time | Day 1, 3, 7 |
One quote, start to finish
if you wish to see it in action!
Conceptual walkthrough with sample data and a fictional company, not a recording of a customer's run. Screens of third-party software are recreated for illustration; product names belong to their owners.
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
Proposals × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Example for a residential roofer: minutes cover the report, material list, pricing, proposal and follow-up. Use your own numbers.
Questions owners ask us
Can it order and read measurement reports?
It orders the report in the service you use, with your account, and reads the totals when it arrives. If the report and the photos disagree, say on layers or a missing garage roof, it stops and asks your estimator.
Does it work in AccuLynx or JobNimbus?
It works the same screens your team uses. We have no partnership with those vendors and confirm the exact steps on your version before a pilot.
Can it price at our supplier?
Yes, through your supplier's online portal with your account, so it sees your price and branch stock. Anything out of stock is flagged.
What about insurance jobs?
It can prepare the retail proposal and organize photos and measurements. Supplements and adjuster conversations stay with your team.
Which roof should we quote first?
Bring one measurement report and the proposal you sent.
no new system. no integrations. ↗