Incoming callJordan Miller(417) 555-0193
36 missed calls
Missed calls while you're on the roof.
They call the other guy.
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Any update on my roof?Dana · Mon
Hello?Dana · Wed
Should I call someone else?Dana · Fri
Delivered · no reply
Homeowners are waiting to hear from you.
➤
To: Karen Holt · TravelersGrace Church · Claim IPR4460077Any update on the supplement we sent?
➤
To: Karen Holt · TravelersRe: Grace Church · Claim IPR4460077Following up again on our supplement.
➤
To: Karen Holt · TravelersRe: Re: Grace ChurchThird request. Please confirm you received it.
Oct27TuesdayNo reply
Oct27TuesdayNo reply
27days
no reply
no reply
The adjuster ghosts you.
The photos are on somebody's phone.
Lost every year−$832,000from just ONE missed roof sale a week
- One missed roof sale a week× 52 weeks
- Average roof× $16,000
- Walking out the door−$832,000 a year
Money is slipping away.
Not anymore.
fights for…every lead.every supplement.every dollar.
Meet XL Ai.
Your new best friend. Built in.
01
Answers calls and
books appointments while you’re at the T-ball game.
Every call answered. Leads called in seconds.
Booked on your calendar.
Press play.
Listen to a real call.
Real call · Ai ReceptionistHear XL Ai book a REAL inspection.
0:00 / 0:00
The recording plays here once it's added.
02
It updates the homeowner, so they’re never in the dark.
Contracts & payments. Install day & colors.
Every update, sent for you.
03
It writes the adjuster emails while you sleep.
Codes cited. O&P defended.
You press send in the morning.
- To
- Adjuster – Travelers
- Subject
- T-2026-902357
SendCodes, photos and claim facts pulled in by XL Ai.
The supplement tracker
Every supplement.
Tracked to the last dollar.
Their number next to yours, line by line. Know what’s approved, what’s disputed, and what happens next.
Claim TrackerYour Move5With Carriers4Final RCV3All Claims12Search RoofXLMTGC
Grace ChurchTravelers · Claim IPR4460077 · Partial depreciation ready
Claim InfoOverviewEstimatesSupplement Tracker3MatchingPAILOC & Depreciation$
Supplement TrackerRound 1 · Travelers answered Oct 18 · Revised estimate 1
XL read their answerAll 6Needs your call 3Partial 1Denied 2Approved 3
ItemWe askedTravelersStatusYour call
Starter, eaves & rakesIRC R905.1$2,184$2,184ApprovedRebuttalAcceptBill customer
Ice & water barrier, valleysIRC R905.2.8.2$3,960$3,960ApprovedRebuttalAcceptBill customer
Hip & ridge capManufacturer instructions$4,118$4,118ApprovedRebuttalAcceptBill customer
Steep roof charges, 10/12EagleView pitch✦ XL: Rebuttal, EagleView 10/12$9,860$4,930PartialRebuttalAcceptBill customer
High roof charges, 3 storiesEagleView stories✦ XL: Rebuttal, EagleView 3 stories$4,212$0DeniedRebuttalAcceptBill customer
Gutter guardsUpgrade✦ XL: Bill customer, an upgrade$3,853$0DeniedRebuttalAcceptBill customer
Approved+$15,192Rebuttal$0Bill customer$0
Confirm choices→XL drafted the reply to Travelers2 rebuttal items, EagleView pages attached · $3,853 added to the invoiceReview & send
Supplements
XL Ai reads the carrier's estimate.
And finds what they missed.
Every missing line, with the code that backs it up. You make the decisions. XL Ai does the legwork.
Travelers estimateBianca Nguyen · 6183 Ridgewood Way
- Tear off, laminated shingles46.60 SQ$2,678.57
- Laminated shingles51.67 SQ$13,759.23
- Roofing felt, 15 lb46.60 SQ$1,535.05
- Pipe jack flashing6 EA$283.22
- Furnace vents, R&R2 EA$227.91
- Dumpster, 30 yard1 EA$708.51
- General laborer6 HR$366.30
- HVAC labor minimum1 EA$176.26
Carrier total$19,735.05
What's missingFound by XL Ai · each one backed by code or the EagleView
- Starter, eaves & rakes501.11 LF
IRC R905.1$867.27 - Ice & water barrier, valleys345.00 SF
IRC R905.2.8.2$546.17 - Hip & ridge cap188.64 LF
Mfr. instructions$1,191.54 - Steep roof charges, 7/12 and up48.62 SQ
EagleView pitch$3,384.52 - High roof charges, 2 stories23.60 SQ
EagleView stories$592.41
Supplement ready+$6,581.91
Brings the claim to $26,316.96, the full estimate.
Review & sendThe RoofXL camera
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Company Camera app.
Ours is included.
RoofXL CameraBianca Nguyen · 48 photosMarkupDone
1Hail damage · 9 hits
3Siding damage
4Hail damage · 11 hits
2Gutter damage
Wind damage
10/12 Steep Charge
Roof · drone
Hail damage
Shingle · close-up
Hail damageHouse wrap present
Siding · vinylNote
RoofXL CameraBianca Nguyen · 48 photos
✓ Packaged for the adjuster
9:41
‹ Bianca NguyenInspection photos
FrontLeftBackRightRoof
12 photos
Snapped during inspection.
Marked up with notes.
Packaged for the adjuster.A shot list for every inspection, so nothing gets missed. Ready for the adjuster and the LOC.
Marked up with notes.
Packaged for the adjuster.A shot list for every inspection, so nothing gets missed. Ready for the adjuster and the LOC.
9:41‹ Bianca NguyenPhoto report
ToAdjuster – Travelers
Claim T-2026-902357
+45
XL Ai put them in walk-around order: front, left, back, right, roof.
Send to the adjuster✓ Sent · saved to the claim
Estimates
Drop in the EagleView.
XL Ai writes the estimate.
Every measurement read. Every line priced from your price list. In seconds.
Drop the measurement report
Roof Measurement ReportPremium · Report 51208847
6183 Ridgewood Way, St. Louis, MO
LENGTH DIAGRAM · FEET
Ridges 164 ftHips 26 ftValleys 115 ftRakes 247 ftEaves 242 ftStep flashing 123 ft
Total area4,654 sq ftFacets22Pitch8/12Waste11%
EagleView.pdf
Read by XL AiStraight off the report
- Roof area4,654 sq ft
- Squares46.6
- Predominant pitch8/12
- Facets22
- Eaves242 ft
- Rakes247 ft
- Ridges & hips190 ft
- Valleys115 ft
- Step flashing123 ft
- Suggested waste11% · 51.7 SQ
✓ Saved to the job. Never read, or paid for, twice.
Estimate · Bianca NguyenSt. Louis price list · Oct 2025Draft
- Tear off, laminated shingles46.60 SQ$2,678.57
- Laminated shingles · 11% waste51.67 SQ$13,759.23
- Roofing felt, 15 lb46.60 SQ$1,535.05
- Ice & water barrier, valleys345 SF$546.17
- Starter, eaves & rakes501.11 LF$867.27
- Hip & ridge cap188.64 LF$1,191.54
- Pipe jacks & furnace vents6 + 2 EA$511.13
- Steep roof charges, 7/12 and up48.62 SQ$3,384.52
- High roof charges, 2 stories23.60 SQ$592.41
- Dumpster, 30 yard1 EA$708.51
- Labor & HVAC minimum$542.56
Replacement costSales tax included$26,316.96
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15 Estimate & Proposal Designs
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9:41
Ridgeline Roofing
Hi Bianca6183 Ridgewood Way · new roofSignedInstallDone
FRI9
DONE
Your new roof goes onCrew arrives about 7:00 AM
Shingle colorWeathered Wood
Contract signedOct 2
YOUR DEDUCTIBLE
$2,500Due before install✓ Paid
Pay your deductible✓ Paid · thank you, Bianca
Financing availableAs low as $89/mo · check in 60 seconds
›9:41Bianca Nguyen6183 Ridgewood Way · Sales rep: Marcus
Inspection photos✓ 48 packaged
Roof replacement agreement
WorkPer Travelers scope
Deductible$2,500
SIGNBianca Nguyen
Sign here with your finger×
I agree to the agreement and the terms.
Sign agreement✓ Signed · copy texted to Bianca
TODAY · 7:00 AM6183 Ridgewood WayFull tear-off · roof & siding
Photos
WORK ORDER #WO-21060 OF 5 DONE
Tear off & haul away
Ice & water shield, eaves & valleys
ShinglesWeathered Wood
Ridge vent & drip edge
Front gutter replacement
JOB PHOTOS12
BEFORE
BEFORE+AFTER
9:41
CEO · all branchesCommand Center
OWTodayWeekMTDQTDYTD
BOOKED REVENUE▲ 14% vs last MTD
$1.18MOctSep
COLLECTED$942K▲ 9%
GROSS MARGIN38.6%▲ 1.2 pts
CLOSE RATE41%▲ 3 pts
IN PRODUCTION4712 this wk
Needs your approval4
DiscountDiscount 12% · Oak Ridge DrTyler Brooks · over 8% limitDeclineApprove
Reports
Know where every dollar is.
Real-time reports & KPIs.
Know what’s sold, what’s profitable, and what’s still owed. Every rep, every carrier, live.
CEO Overview
Year to date · all branchesBooked · YTD$5.24M↑ 31% vs last year
Collected$3.91M↑ 27% vs last year
Gross margin38.6%↑ 1.2 pts
Close rate41%↑ 3 pts
Avg roof job$18.7K↑ $1.1K
Owed to you$355K24 jobs · depreciation
Revenue by month
Booked by job type, with what you collected
InsuranceRetailCommercialCollected
Roof & trade mix
Share of booked revenue
$5.24Mbooked
Shingle 54%Metal 14%Flat / TPO 11%Siding 13%Gutters 8%
Lead sources
Return on every dollar spent
Door knocking
6.8x
Google
5.1x
Referrals
4.4x
Facebook
3.2x
Home shows
2.1x
Top reps
Booked this year
Marcus Hill
$1.42M
Dana Ortiz
$1.18M
Jess Nguyen
$0.96M
Tyler Brooks
$0.81M
Carriers
Approval rate
USAA
88%
Travelers
84%
State Farm
79%
Allstate
72%
Marketing ROI
Year to date · every lead sourceAd spend · YTD$186K↓ 4% vs last year
Leads1,842↑ 22%
Cost per lead$101↓ $19
Booked from ads$2.1M↑ 34%
Return11.3x↑ 2.1x
Inspections612↑ 18%
Leads to signed jobs
Where every lead went this year
Leads1,842
Inspections612
Estimates420
Signed280
Paid231
Cost per lead by source
Lower is better
Referrals
$22
Door knocking
$64
Google
$96
Facebook
$131
Home shows
$188
Leads by month
Every source combined
Booked by source
Revenue, not just leads
$5.24Mbooked
Door 38%Google 24%Referral 21%
Best zip codes
Booked this year
63131
$612K
63122
$488K
63017
$431K
63141
$366K
Sales Performance
Year to date · every repSigned · YTD$4.18M↑ 27%
Close rate41%↑ 3 pts
Avg roof job$18.7K↑ $1.1K
Appointments612↑ 18%
Proposals out47$862K in play
Speed to lead22 sec↓ 9 min
Signed sales by month
Insurance and retail, every rep
InsuranceRetail
Reps
Signed YTD and close rate
Marcus Hill
$1.42M · 46%
Dana Ortiz
$1.18M · 43%
Jess Nguyen
$0.98M · 39%
Tyler Brooks
$0.61M · 34%
Pipeline
This month, lead to signed
Leads
214
Inspections
133
Proposals
81
Signed
41
Where sales come from
Signed jobs by source
41signed
FacebookDoor knockingGoogleReferrals
Follow-ups by XL Ai
Proposals chased this week
Texted
128
Called
86
Emailed
70
Re-booked
33
$5.24MBooked this year
$3.91MCollected
41%Close rate
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