ConciaryThe visit needs more information
The address, property contact, photos or access preference are still missing. Gather the agreed details before your office reviews the request.
AI assistant for roofing
Keep roof inspections and proposals moving forward.
A roof visit starts a conversation that may take several decisions to finish. Explore an assistant that gathers inspection details, follows up on proposals and keeps the next action visible to your team.
Founder-led setup · One useful task to start
Your team approves pricing, scope and commitments.
The work between the jobs
Sound familiar?
The proposal is waiting on a question
A homeowner asks about materials, included work or timing. Put the question with the approved proposal for your estimator.
Weather changes the conversation
The customer requests a new date while your team reviews availability. Keep the preference visible without promising a crew or weather window.
Practical help, built around your team
From an open conversation to a clear next step.
Prepare inspection inquiries
Collect the property details and supporting information your office requests.
Keep proposal questions together
Bring material, scope and warranty questions to the right estimator.
Track the next decision
Record the homeowner’s timing and the action needed from your team.
A short conversation. A practical starting point.
Start with one useful task
Inspection-to-proposal follow-up
We start with inspection-to-proposal follow-up. Together, we agree the records, permitted replies, channel and handoffs. A small early-partner test gives your team a way to review real conversations before expanding the scope.
Judge it by useful work.
- Inspection requests ready for review
- Proposals with a confirmed next action
- Estimator time spent on callbacks
- Signed and completed work, measured separately
A good place to start if…
- You regularly send inspection-based proposals.
- There is capacity for additional suitable work.
- An estimator can review technical questions and commitments.
Built around the tools you use
We first look at your roofing CRM, proposal tool and existing follow-ups. A test needs a useful gap in gathering details or handling replies; native connections and automatic scheduling are not assumed.
Work directly with the founder
Built around your business. Reviewed with you.
01
Show us one real task
Walk Yujin through a recent request, your current tools and where the work gets stuck.
02
Agree how it should run
Choose a small scope, approved information and the decisions that need your team.
03
Review the work together
Track useful next steps and time spent. Decide whether expanding the workflow makes sense.
Before we get started.
How does the free early-partner program work?
The first two selected Southern California service businesses test one agreed task free for 30 days, with founder-assisted setup and weekly feedback. These two places are shared across all industries and tasks. We confirm fit, scope and a start date together; applying does not reserve a place.
What if the first two places are already filled?
You can still tell us about your business. We'll confirm availability when we reply and ask whether you'd like to join the waitlist for a future opening. Joining the waitlist does not guarantee a place or a start date.
Does it assess roof damage from photos?
Roof assessment and recommendations remain with your qualified team. The assistant can collect approved information for their review.
Can it manage insurance claims or promise coverage?
Insurance decisions and claim advice are outside the initial scope. Questions are routed to the appropriate person without promises about coverage or reimbursement.
Can it handle storm emergencies or dispatch crews?
The initial workflow is planned inspection and proposal messaging. Emergency response, crew dispatch and live phone coverage are separate operating requirements.
Let's talk about your business
What keeps landing back on your desk?
Tell us about one recurring task. We’ll discuss the workflow, your current tools and a practical way to start.
We confirm fit and availability together. Prefer email? contact@conciary.ai