PrimeX for Roofing
The operating system for roofing — Prime AI builds the insurance claim packet from drone imagery, schedules material delivery to the morning of the tear-off, drafts the financing offer on the doorstep, and tracks every dollar of the project from estimate to final.Start freeSee pricing
Roofing is high-ticket, project-length, and insurance-claim-driven. A single hailstorm can put 200 customers in the queue inside a week. The shop that wins is the one whose claim packets are the fastest, whose material deliveries arrive the morning of the tear-off (not the day before, not after the crew arrives), and whose financing offer hits the homeowner's phone before they've closed the front door on you. PrimeX is built for that. Drone imagery → claim packet → financing offer → material delivery → tear-off → final inspection → invoice — one operating system, one customer record, no double-entry.
Drone inspection is a workflow, not a video library. Tech flies the roof, the imagery uploads to the customer's job, and Prime parses the visual evidence: shingle bruising, granule loss, exposed felt, soft decking, flashing damage. The structured findings populate the insurance claim packet automatically — Xactimate-style line items pulled from your pricebook, ridge + valley + eave linear feet measured from the imagery, photos annotated with the damage type. The claim packet that used to take 90 minutes now takes 12.
Material delivery scheduling is the hidden lever in roofing margin. PrimeX integrates with your supplier(s) — when a job moves from "approved" to "scheduled," Prime auto-orders the material with delivery dated for the morning of the tear-off. Tech arrives at 7am, dumpster's already there, materials are stacked on the driveway, crew tears off and dries in the same day. Ten minutes a project saved on staging multiplies fast across a season.
Financing partners (GoodLeap, EnerBank, Ygrene) integrate at the quote layer. The homeowner sees the cash price + the financed price + the monthly payment on the same proposal, with a one-tap "apply now" link that pre-populates from the customer record. Conversion on financed jobs runs 2-3x cash-only. PrimeX is built for the way roofing margin actually compounds — not just dispatch + invoicing.
Drone uploads parse into structured findings: shingle bruising, granule loss, exposed felt, soft decking, flashing damage. Xactimate-style line items pull from your pricebook, measured from the imagery. Claim packet generation: 90 min → 12 min.
Every claim tracked by carrier, adjuster name, policy #, deductible, ACV vs RCV split, supplement requests. Prime drafts the supplement letter when the carrier underpays vs your scope.
Supplier integration — when a job moves from "approved" to "scheduled," material auto-orders with delivery dated for the morning of the tear-off. Crew arrives, materials are on the driveway, tear-off + dry-in same day.
GoodLeap / EnerBank / Ygrene at the quote layer. Cash + financed + monthly payment on the same proposal with one-tap "apply now" pre-populating from the customer record.
After a major storm, Prime pulls the affected zip codes from NOAA + Hail Map data, segments your existing customer base + nearby prospects by impact severity, and drafts the door-knocker route for the canvassing crew.
Roofing's 1-5 day projects handled with milestone billing — deposit at sign, draw at material delivery, final at inspection sign-off. Each milestone's payment routes through Tap-to-Pay or a public link.
Drone flies the roof; imagery uploads to the customer's job. Prime parses the visual evidence and populates the claim packet: damage findings + Xactimate-style line items + measured ridge/valley/eave linear feet + annotated photos. Claim packet sent to the carrier in 12 minutes (was 90). When the carrier underpays vs your scope, Prime drafts the supplement letter from the diff. ACV vs RCV split tracked on the customer profile.
Job moves from "approved" to "scheduled." Prime auto-orders material from the integrated supplier with delivery dated for the morning of the tear-off (not the day before — driveway parking, theft risk; not the day of crew arrival — wasted morning). Crew arrives at 7am, materials are stacked, tear-off + dry-in same day. Ten minutes per project compounds: a 200-job season saves 33 hours of foreman staging time.
Homeowner approves the inspection scope on the public link. Prime's financing module surfaces the financed price + monthly payment alongside cash at the quote stage. One-tap "apply now" pre-populates the customer record into GoodLeap / EnerBank / Ygrene. Approval lands inside ten minutes; deposit collects via Tap-to-Pay before the salesperson leaves the porch. Conversion on financed jobs: 2-3x cash-only.
Yes — drone imagery uploads parse into structured findings (shingle bruising, granule loss, exposed felt, soft decking, flashing damage). Xactimate-style line items pull from your pricebook with measured ridge/valley/eave linear feet from the imagery. Claim packet generation: ~12 min vs the typical 90.
Yes — GoodLeap, EnerBank, Ygrene integrate at the quote layer. Cash + financed + monthly payment on the same proposal with one-tap "apply now" pre-populating from the customer record. Approval typically lands inside 10 minutes.
Yes — supplier integration auto-orders material when a job moves from "approved" to "scheduled," with delivery dated for the morning of the tear-off. Crew arrives at the staged materials and dumpster, tear-off + dry-in same day.
After a major storm, Prime pulls affected zip codes from NOAA + Hail Map data, segments your customer base + nearby prospects by impact severity, and drafts the door-knocker route for the canvassing crew. Tribal-knowledge tags from prior canvasses (avoid, not home, etc.) carry forward.
Yes — deposit at sign, draw at material delivery, final at inspection sign-off. Each milestone's payment routes through Tap-to-Pay or a public payment link. Job stays in "in progress" through milestones; final invoice gates on inspection.
Both. Residential workflows favor the storm-claim + financing pipeline. Commercial (TPO, EPDM, modified bitumen, metal) handles multi-bid procurement, ASTM compliance documentation, and warranty registration with the membrane manufacturer.