stitched-SaaS + AI-assist + homeowner-portal spend at a 3–8 crew shop, summed across what this suite replaces
Annual replacement at parity if you bought the equivalent tools and services separately. Custom-building this one feature alone would land in our Strategic build band ($600k–$1.5M). Source ladder + per-line citations on methodology .
Concretely, what you get
- Multi-tenant role surfaces: owner, manager, staff, crew, read-only — plus a field-tech mobile view for crews in the air.
- A roofing-native CRM with 20+ role-specific views: leads, pipeline, jobs, customers, inspections, storm queue, crew, suppliers, ads, profit, reports, insights, rewards, store, credit, billing.
- Every roofing module under one login: projects, photos, quoting, measurement, estimating, supplements, reviews, referrals, loyalty, email, ads, analytics, reporting, books — no stitched stack, no per-app sign-in, no data silos.
- AI co-pilot threaded across CRM: next-step recommender on every lead, AI activity summary on every customer, AI draft on every outbound (no separate Salesforce-Einstein-style seat license to buy).
- A homeowner portal shipped with every customer — project tracker, roof timeline, warranty wallet, insurance claim assistant, decision tree, AI chat, savings tracker, quests (see Homeowner Portal for the full 14-widget breakdown).
- Composable dashboards — type what you want to see, get a saved dashboard (NL → dashboard).
- Audit-logged staff impersonation (banner always visible, never silent).
- Per-organization data isolation enforced in code at the CI level (a query without an organization_id predicate fails the build).
- Append-only credit ledger — every charge reconciles to zero drift.
- Six staff sub-roles with explicit RBAC (admin, operator, designer, editor, engineer, auditor); three client surfaces (owner, manager, member).
- Command palette + global search across every customer, job, quote, invoice, asset.
- Real-time notifications + activity log; every action time-stamped to a user.
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 stitched roofing SaaS stack (CRM + photos + quotes + measurement + estimating + supplements + reviews + referrals + loyalty + email + ads + analytics + reporting + books) | SaaS | $4k–$10k/mo at a 3–8 crew shop |
| An AI sales co-pilot layer (Einstein / Gong / Outreach AI equivalents) — per-seat add-ons most roofers can't justify | SaaS | $50–$150/user/mo on top of the CRM seat |
| A homeowner-facing portal (project tracker + warranty wallet + claim assistant) — usually a $30k–$80k custom build or a $300–$500/mo BuilderTrend-style SaaS | SaaS | $3.6k–$6k/yr or $30k–$80k one-time |
| A custom multi-tenant platform with auth, RBAC, billing ledger, observability | Build | $600k–$1.5M build |
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
Task-switching across disconnected apps eats up to 40% of office productivity (Quixy, 2024). The portal eliminates the switching. Your office staff stops being a router between tools and starts being a closer.
Three or four moves. Then you walk away.
You: Sign in once.
System: Every module reads from the same customer + job record.
You: Switch off your old CRM at your own pace.
System: We import everything — free, in either direction.
You: Open the Home screen.
System: The three actions worth doing today are waiting. Each takes <5 minutes.
The outcomes this feature feeds into
Before you ask
Do I have to abandon my current CRM?
No. The Crew Day Pack and CRM modules read from your existing system (ServiceTitan, JobNimbus, AccuLynx, etc.) via their APIs and write completion data back. Use ours as the augmentation layer until you’re ready to switch, or run parallel for a quarter under the Standard guarantee.
How private is "private"?
Static-checked at the CI level. A query against any client-owned table without an organization_id predicate fails the build. Cross-client aggregation is forbidden on client data — it’s only allowed on the public NOAA/BLS/Census data we ingest ourselves.
What about my office staff’s existing logins to other tools?
They stay. The portal becomes the new center of gravity over time, not a hard cut on day one. Most clients are on a single login within 3–6 months because the friction of switching tabs gets too obvious.
Can I give crew limited access?
Yes. Six staff sub-roles (admin, operator, designer, editor, engineer, auditor) plus three client surfaces (owner, manager, member) — explicit RBAC, every action audit-logged.
What happens if my license lapses?
You keep read-only portal access + full data export for 12 months. Your website keeps running forever. We don’t lock you out of your own data — ever.
Tour the operating system that replaces a dozen apps.
Then sign in once and cancel the rest.
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.