Every roof job, from first inspection to final payment — in one system.
Inspections, estimates, signed contracts, insurance claims, supplements, invoices and your crews in the field — Easy Roofing AI runs the whole job in two apps, with Easy AI filling the paperwork by voice.
First month free at launch · Launch pricing — coming soon
The problem
Roofing makes money on the roof — and loses it in the paperwork
Supplement money slips away
You asked the adjuster for $780, $465 was approved, $185 actually arrived — and nobody can say which dollar is which. Untracked supplements are profit left on the table.
The signed price isn't the billed price
The estimate changes after signing, the deposit lives in a spreadsheet, and the balance invoice turns into an argument instead of a number.
The field and the office live apart
Crews finish jobs with photos on their phones and notes on paper. The office finds out days later — if it finds out at all.
Inside the apps
The whole pipeline at a glance. Every supplement, to the dollar.
App preview · sample dataOwner · Dashboard — Hill Country Roofing Sample company
Dashboard
Pipeline · 9 stages
Pipeline value, conversion and claim money still to collect — and anything stuck too long gets flagged before it dies. Deposits received and balance payments collected are always kept separate.
Owner · Claim & supplements Whitfield job
Supplement tracker
Dictated on the roof — the inspection, checklist and notes filled themselves.
Requested, approved and collected are never mixed together: “recovered” means money actually collected — $185 of $2,035 (9.1%), not the $635 the adjuster approved.
What it does
Two apps: the office runs the money, the field runs the work
A pipeline that follows the job
Every job travels the same road — from the first call to the final payment — and the Dashboard always shows where the money stands.
- 9 stages: New → Inspection scheduled → Inspected → Estimate sent → Approved → In production → Completed → Paid → Lost
- Stuck jobs get flagged before they quietly die
- Jobs arrive from every source — referrals, your website, storm canvassing, repeat customers, yard signs
The estimate the customer signs IS the contract
Build the estimate with Good / Better / Best options. The option the customer signs becomes the one contract total — no re-typing, no second document.
- Xactimate-style line items, with waste % applied to materials only — never to labor
- The balance invoice writes itself: contract total minus deposit
- Change the price or scope after signing and the signature is voided — the old version stays on record, marked superseded, until the customer re-accepts
- Negative amounts are refused with an explanation — nothing is silently clamped to zero
Claims & supplements, tracked to the dollar
Supplements are where roofing profit hides. Easy Roofing AI tracks every one from draft to collected cash.
- Requested, approved and collected are always separate — “recovered” means money actually in hand
- Edit supplements in place: the submitted date never changes, and every edit is kept in the item's history with last action / next action
- Claim money to collect stays visible — recoverable depreciation plus approved supplements, never confused with cash
- An approval above what you requested needs an override note — no silent surprises
Payments you can trust
Money in Easy Roofing AI follows strict rules, so the balance on screen is the balance in real life.
- A card or check payment without a confirmation reference stays “Pending verification” and does not reduce the balance until you verify it
- Recording the same payment twice is refused as a duplicate
- An overpayment is never absorbed silently — the excess becomes an explicit customer credit
- A job reaches Paid only when the balance is settled — or when you record a documented exception, like a no-charge cancellation
The field app: no money, all evidence
The Employee app is what your crews carry: their jobs, the checklist, the inspection and the photos — and never a price, an amount or a claim number.
- Dictate first: the Easy AI button sits at the top of every visit — one tap, the tech talks, and the checklist, inspection and notes fill themselves. Manual fields stay below as backup
- Clock in is green, clock out is red, break is amber — the color is the state, visible at a glance
- Finish needs evidence: an empty visit can't be closed, and a partial close asks for a reason. Each finish freezes one report — corrections go in as an addendum, the original never changes
- Photos up to 1920 px, so hail and flashing detail can be zoomed
- Everything is configurable — checklists, materials, services and catalogs can be added, edited or removed. Nothing is hard-coded
Easy AI and reports that tell the truth
Ask Easy AI in plain words — or dictate — and get answers that respect who is asking. Reports use the same honest math as the rest of the app.
- Permissions apply to every question: a crew login hears status only, for its own jobs — never other customers' claims or money
- Dictation fills the command box for you to review and send; dates and times you state are honored exactly
- Conversion = won ÷ (won + lost); average ticket counts won jobs only
- Deposits received and balance payments collected are reported separately — never blended into one flattering number
Getting started
Up and running in three steps
Start your way
Explore with a sample roofing company, or start empty for your real business. In More → Settings, set your company name — and if you ever need a clean slate, Wipe all data and Restore demo data are separate buttons.
Run the job
Schedule the inspection, send the crew out with the Employee app, and build the estimate with Good / Better / Best options. The option the customer signs becomes the contract.
Work it to Paid
Track the claim and every supplement, invoice the balance, and record payments as they're verified. A job only lands on Paid when the balance is truly settled.
Pricing
First month free — then the low monthly price
At launch, your first month is free — card required, and we remind you before the first charge. Then the low monthly price; the exact launch price is coming soon, and we won't guess at it here.
Cancel anytime · No spam — one email when it opens
- The Owner app — pipeline, estimates, contracts, claims, supplements, invoicing and reports
- The Employee app included — field work with zero money on screen
- Easy AI voice dictation at the top of every visit
- Supplement tracking — requested, approved and collected, kept separate
- Verified payments — duplicates refused, overpayments credited openly
- English and Spanish, on every screen
Good to know
Common questions
What does it cost?
Your first month at launch is free — card required, with a reminder before the first charge and cancel anytime. After that, one low monthly price; the exact launch price is coming soon and hasn't been published yet, so we won't guess at it here. Join the launch list and it lands in your inbox the moment it opens.
What's the difference between the Owner and Employee apps?
The Owner app is the office: pipeline, estimates, contracts, claims, supplements, invoices, payments, reports and team. The Employee app is the field: my jobs, checklist, inspection, photos and finish — with no prices, no amounts and no claim numbers anywhere. Even inside the Owner app, a crew login sees only its own jobs, with no money.
How do supplements work?
Each supplement moves from Draft to Sent to adjuster, Waiting on adjuster, Approved, Denied or Paid — and you edit it in place, so the submitted date never changes and every edit stays in its history. Requested, approved and approved-but-not-collected are tracked separately: a supplement only counts as recovered when the money is actually collected.
Can a payment get recorded twice, or counted before it's real?
No. Recording the same payment again is refused as a duplicate, and a card or check payment without a confirmation reference stays “Pending verification” — it doesn't touch the balance until you verify it. If a customer overpays, the excess becomes an explicit customer credit, never silently absorbed. A customer's “I paid” message is logged as an unconfirmed report, not as a payment.
Does my crew have to type everything on the roof?
No — the apps are voice-first. The Easy AI dictation button sits at the top of every visit screen: one tap, the tech talks, and the checklist, inspection sections and notes fill in. Dictated notes are saved verbatim. The clock button is color-coded too — green to clock in, red to clock out, amber for break — so nobody forgets to punch.
Can I look around before using my real business?
Yes. The apps open with sample data so you can explore every screen, and More → Settings lets you wipe everything and start from zero with your real company whenever you're ready.
One account for the whole Easy suite?
At launch, yes. Accounts aren't open yet — when they open, your business will have a single Easy account — one email and password — that works across every Easy Software AI product; what you can use is set by your subscriptions. If you already have an account from another Easy product, you won't sign up again: you'll log in with the same one. Inside the account, roles keep everyone in their lane: the Owner runs data, team, billing and settings; Crew logins work their own jobs with no money visible; the Employee app covers the field, evidence only.