one-time custom-build cost most roofers would otherwise pay for a portal like this — or never have one at all
Annual replacement at parity if you bought the equivalent tools and services separately. Custom-building this one feature alone would land in our Large build band ($60k–$150k). Source ladder + per-line citations on methodology .
Concretely, what you get
- Project Tracker — the homeowner sees exactly where their job is (deposit → permits → materials → install → cleanup → walkthrough) without a phone call.
- Roof Timeline — every job ever done on the property, every photo, every warranty, in one chronological view.
- Warranty Wallet — manufacturer + workmanship warranties stored where the homeowner can't lose them; callbacks routed back to you.
- Insurance Claim Assistant — walks the homeowner through filing, documenting, and tracking a claim in plain English (replaces a $200/hr public adjuster phone call).
- Finance Options Assessment — payment scenarios, monthly breakdowns, lender comparisons — homeowner sees what they can afford BEFORE the awkward conversation.
- Decision Tree — an AI guide that answers "should I repair or replace?", "is this storm damage?", "what does my warranty cover?" without making them call you at 9pm.
- Storm Alert Settings — opt-in alerts when hail/wind threatens their specific address; ties into your storm-mode dispatch automatically.
- Membership Signup — Home Shield / Platinum / Business tiers (see Shields Loyalty); homeowner picks a tier, your CRM books the recurring revenue.
- Loyalty Widget + Points Pill — points balance, perks, "$X earned toward your next service" headline on every screen.
- Quest Panel — gamified next-actions (refer a neighbor, leave a review, book an annual inspection) that quietly print referrals.
- Savings Tracker — running tally of what your membership/upgrades/warranties have saved them — the receipt of why they stay loyal.
- Reviews Hub — one-tap review request post-job, surface stars on Google/BBB/Facebook from inside the portal.
- SMS + Push opt-in — homeowner controls how you reach them; you get reliable channels for storm alerts, appointment reminders, and review asks.
- AI Chat — homeowner asks the portal anything ("when is my crew arriving?", "is my warranty transferable?"); answers come from your data, escalate to you only when needed.
The shelf-of-tools this one offering removes
Categories, not brand names — pricing benchmarks observed from public pricing pages, agency proposals, and freelance rates current to the year. Every range is backed by a line-by-line worksheet you can audit once your trial is live.
| What you'd otherwise buy | Type | Typical price |
|---|---|---|
| A custom homeowner-portal build (per-roofer, white-labeled) | Build | $30k–$80k one-time + $300–$800/mo hosting |
| A BuilderTrend-style construction-portal SaaS (closest off-shelf analog) | SaaS | $300–$500/mo |
| An insurance-claim concierge SaaS or hourly public adjuster | Specialist | $200/hr or $99–$299/mo |
| A standalone customer-warranty management SaaS | SaaS | $50–$200/mo |
| A homeowner-facing loyalty / referral SaaS | SaaS | $95–$500/mo (see Loyalty & Referrals Engine) |
What you'd pay elsewhere vs. what this costs you here
Vendor ranges observed from public pricing pages and agency proposals, current to the year. Full source worksheet shared with you once your trial is live.
What it adds to your business in dollars
A homeowner who has a portal under your brand thinks of you next time. A homeowner who has a folder and a phone number Googles the next storm-chaser. The portal is the single biggest reason ~70% of one-and-done roofers stay one-and-done: the homeowner forgets them. We solve that.
Three or four moves. Then you walk away.
You: Job finishes — we email the homeowner their portal invite.
System: They click, sign in, see their job timeline + warranty wallet + loyalty balance, all under your brand.
You: A storm rolls in.
System: Their portal pushes them a storm alert. Decision Tree walks them through "is this damage?". Insurance Claim Assistant starts the claim. You get the lead.
You: Six months pass — they want an inspection.
System: They book it from the portal in one tap. The CRM picks it up. Your crew shows up. The points pill ticks up. They're a customer forever.
The outcomes this feature feeds into
Before you ask
Does every customer actually sign in?
Most do — sign-up is one-click from the job-completion email and there's real value waiting (warranty, points, photos, claim help). For the ones who don't, the portal still runs in the background — when they Google "is this hail damage" 18 months later, the first result is YOUR portal's decision-tree page indexed under your domain.
Is this the same as the homeowner app?
The portal is the web surface — works on any device, signed in via browser, shipped to every customer day one. The native iOS / Android / watchOS app is the same surface wrapped natively for push, widgets, and Live Activities — available in the Apple & Mobile Ecosystem Bundle at checkout (see Apps).
Who builds and maintains it?
We do. Your branding, your data, your customers — our infrastructure, our updates, our security. You think about the roof. We think about the portal.
Can homeowners share access (spouse, adult child managing parent's home)?
Yes — three client surfaces (owner, manager, member). The homeowner can invite a spouse or an adult child to manage on their behalf, with explicit RBAC. Common for elderly homeowners whose kids run the conversations with you.
What if a homeowner switches roofers?
They keep the portal — it's tied to the property + the warranty, not just the contract. The next roofer doesn't see your private notes; the homeowner sees their full history. We don't hold customers hostage; we earn them back through the next job.
See the portal your customer signs into the day you hand over the keys.
Then never get a "where are we?" call again.
No credit card. No strings. We stand the whole platform up on a subdomain alongside your existing site so you can compare the numbers directly — leads, bookings, ticket size. The Standard guarantee covers cancellation between day 90 and day 180 at full refund.