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Four quick steps to get your account ready.
Role
Pick from the same 12 role workspaces in Persona OS so your trial starts in the view closest to your job. You can switch later.
Own margin, bid quality, report volume, and execution risk across the operating view.
Build takeoffs, bid packages, and assumption reviews from measured commercial geometry.
Prep appointments with measured roof context, capture findings, shape options, and follow up.
Schedule, phase, dispatch, and track risk from measured estimate handoff to close-out.
Track AR, invoicing, report-volume economics, and revenue truth.
Turn the real AI + LiDAR + GIS workflow into approved content, training, and enablement.
Handle submittals, warranty readiness, taper intake, training, and field support with measured context.
Document inspections, damage, claim context, LiDAR/geometry context, and compliance evidence.
Track assets, roof geometry context, warranty status, repair history, and capital priorities.
Compare systems, write specs, align manufacturers, and review submittals with roof context.
Prepare engineering review, PE-gated sign-off support, and consulting deliverables from explicit evidence.
Understand roof condition, open-data roof context, bids, repair planning, and warranty records.