OPERATING SYSTEM — ROOFING CONTRACTORS
The Roofing OS
The operating layer for residential roofers running retail and storm claims. Runs on top of the CRM and tools you already pay for — and does the operator-side work they leave on your desk.
See the system run.
One real event, start to finish — the workflows firing, the skills drafting, the owner report updating. This is the operator-side work The Roofing OS does for you. Decide in seconds whether from $49/mo is worth it.
A live schematic of the operator-side work Roofing OS runs automatically. You stay in control — it drafts, routes, and flags.
An operating layer,
not another CRM.
A Notion workspace, working automations, Claude Skills, and a community channel — engineered for the operator-side work your CRM leaves on your desk.
Triage inbound lead
Fires on a POST to its webhook: deduplicates the lead against 90 days of Lead Intake rows and your Customer Records, attributes the source, scores urgency (active leak / storm damage / retail replacement / estimate only / routine), and assigns the active inspector or sales rep carrying the fewest open leads. It then offers the lead two proposed inspection…
Build supplement packet
Polls Claim Pipeline every 15 minutes for claims with the adjuster scope received, diffs the carrier scope of loss against the inspection findings and a code-upgrade checklist, drafts a supplement narrative, and writes the packet as a child page on the claim row. Nothing is ever submitted to a carrier: the property owner approves by replying APPROVE or…
Run storm-canvass brief
POST a storm event to its webhook — or post nothing and let it check the free NWS active-alert feed for your state — and it opens a Canvass & Storm Log row, filters the affected ZIPs to your service area, and builds one walkable route per ZIP ordered by how many past customers and recent installs sit in it. Reps get a printable route-sheet email carrying…
Track production schedule
Runs at 6am daily across every job with an install date in the next 7 days: cross-checks material POs, pulls a free 72-hour NWS forecast for each address, writes a Weather Risk flag on the job row, and drafts a reschedule for anything the forecast puts at risk. Customer-facing reschedule messages are drafted into Foreman Notes only — the workflow never…
Run after-service follow-up
Polls every 15 minutes for jobs marked Complete and sends the 0-10 review ask 24 hours later, held inside business hours — never before 9am, after 7pm, or on a Sunday. Replies are not captured automatically: they come back to your own phone and inbox, and the moment you type the number into the row's NPS Score field the next poll runs the promoter / passive…
Generate weekly owner report
Runs Sunday at 6pm and rolls up the week: leads by source with measured first-touch times, jobs and squares produced, supplement recovery dollars on approved claims only, and a crew leaderboard with 30-day NPS and callback rate. The four-section brief is emailed to the owner and its headline posts to Discord, falling back to owner SMS.
Built for a specific operator.
You'll run this if…
You lead a small team that has outgrown spreadsheets and notes on the back of a business card. You treat AI as an instrument, not a magic trick. You'd rather buy sharp software than maintain dull software.
Skip this if…
You want a one-click "AI grows my business" button. You won't spend an hour on setup. You expect outcome guarantees — this product does not sell those.
Memory + inbox
Not a CRM. It sits on top of yours and absorbs the operator-side process work that currently lives in your head and your sent folder.
Take one of the skills. Free, complete, yours.
We have no testimonials to show you. This product is new, and inventing them was never an option — so here is better proof: draft-supplement-narrative is one of the real skills from Roofing OS, given away whole. The supplement is where small shops leave the most money, and this drafts the argument from your own inspection notes.
It needs nothing but a Claude plan that runs Skills — no workspace, no API key, no automation tool. Run it on your own work and judge the output before you pay for anything.
Get draft-supplement-narrative free →
The workspace
A free Notion account is all it takes. You get the databases, the SOPs and one worked example, ready to run by hand.
The skills
Needs a paid Claude plan. Drafted work on demand — the free sample above is one of these.
The automations
Needs an always-on n8n, plus an account for each kind of send you want. The same work, unattended.
EACH LAYER WORKS ON ITS OWN — MOST OPERATORS STOP AT LAYER 2 FOR THE FIRST WEEK. THE SETUP GUIDE IS SPECIFIC ABOUT WHAT LAYER 3 COSTS IN TIME, INCLUDING THE CARRIER REGISTRATION THAT TAKES DAYS TO WEEKS IF YOU WANT SMS.
One price list.
No sales call.
Get the operations audit.
A one-page diagnostic that surfaces the three biggest leaks in your operating week. Emailed once. No nurture sequence.
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