Identity and access
Named roles get only the workspace and actions required for the pilot. Tenant and account boundaries are reviewed before data moves.
For residential, commercial, or mixed roofing companies when intake, estimating, field work, service, and owner visibility no longer connect cleanly. A smaller or growing team with one painful handoff can be a better fit than a large company without a defined workflow.
Core subscriptions remain the better fit when standard roof-report volume already solves the need.
One painful workflow
Today, a request may start in a form, move to email, lose photos in a text thread, and reach the estimator without a clear owner. The pilot connects that one path before broader modules enter scope.
A web or phone request enters one structured intake record.
The estimator sees the address, roof context, photos, notes, and missing inputs together.
Field and office roles receive the same approved scope instead of rebuilding it from texts.
The owner sees what is blocked, who owns the next step, and what needs approval.
Concrete pilot deliverable
Pilot acceptance is the proof: named users complete the agreed workflow and verify the result. We do not replace that evidence with invented case studies, logos, or outcome claims.
Architecture and security proof
The design review makes access, data, integrations, automation, and acceptance visible before go-live. Hosting, retention, and certification requirements are confirmed in writing rather than assumed.
Named roles get only the workspace and actions required for the pilot. Tenant and account boundaries are reviewed before data moves.
Every source, owner, credential boundary, migration step, and downstream handoff is written into scope before implementation.
AI may sort, summarize, draft, and flag. Customer-facing and financial actions remain review-gated unless a written design says otherwise.
The team exercises the pilot against agreed scenarios and signs off on the result before a broader rollout is proposed.
Bring one real workflow, the systems it touches, and the person who owns the result. The scope call should end with a clear fit, no-fit, or next evidence request.