AI, automation and custom software for commercial roofing contractors
Commercial roofing runs on contracts and inspections, not storm weeks. We build the layer around Dataforma, Centerpoint Connect, AccuLynx or whatever you run: maintenance contracts that renew instead of lapsing, inspection findings that become quotes the same day, aerial measurements that fill the estimate, and pay applications drafted from the job record.
- 4.8 on Clutch across 22 reviews
- PremiumAudit.io: audit cycle cut 75%, calculation errors cut 95%
- In production for SmartREI, Tankaware, ZyloBase, KiwiWrite
What changes for you
4 things that decide this
- 01Every service contract carries its renewal date, inspection cadence and warranty terms in one record, and the renewal conversation starts on a schedule instead of when the owner's facilities manager calls to cancel.
- 02An inspection finding logged on the roof with photos becomes a deficiency, a repair quote and an owner approval request the same day, so the repair revenue your inspections create stops dying in a tech's camera roll.
- 03Aerial measurements from EagleView, Hover, Roofr or your own drone flights land in the estimate without re-keying, and on GC-contracted re-roof and new-construction work the pay application is drafted from the schedule of values and the job's approved quantities.
- 04Your customers' facilities managers get one login to every roof's history, in your brand.
On the record
Facts you can check before you call
4.8
Clutch rating from client reviews
4
countries our client work runs in: US, UK, Switzerland, Australia
2017
building since. TechNova 2026: Best AI-Native Software House of the Year
2 mo
of support and maintenance free after launch. NDA before the first call
Six places a commercial roofing book leaks, and what we fix
Each one keeps the platform you already run and plugs the gap next to it.
The contract that lapsed because nobody was watching
Multi-year maintenance agreements live in someone's calendar and a PDF. We build a contract register: each building, its roof sections, the inspection cadence the warranty asks for, the billing schedule and the renewal date. Renewals are raised by the system, with the inspection history attached, before the term ends.
Business process automation →
Inspection findings that become quotes the same day
Your tech logs the finding on the roof: location on the plan, photo, severity. The software turns it into a deficiency on that roof section, drafts the repair quote from your price book and sends the owner an approval request. Your estimator reviews before anything leaves; nothing waits for Friday's paperwork.
Custom software development →
Aerial measurement into the estimate
An estimator re-keying EagleView or Hover numbers into a separate estimating tool turns an hour's bid into a day's. We read the measurement report, apply your waste factors and assemblies per membrane type, and populate the estimate. Multi-building campuses get one comparison view instead of six spreadsheets.
Business process automation →
Pay applications drafted from the job record
Re-roof and new-construction work under a general contractor bills on AIA G702 and G703: the application and its continuation sheet against the schedule of values, with retainage held per contract. We draft both from approved quantities on the job, and your PM certifies before it goes to the GC.
How to automate AIA billing and pay apps →
The owner portal facilities managers ask for
A property manager with twelve buildings wants one login: each roof's membrane, install date, warranty holder, inspection reports, photos and open deficiencies. We build that portal on top of your records, read-only, branded as yours. It is the reason a renewal doesn't go out to bid.
Web app development →
Reporting your platform won't give you
Service margin against project margin, renewal rate by account manager, deficiency-to-quote conversion, days from inspection to approved repair. Read from your CRM and your ledger, never re-keyed, on a page the owner opens on Monday.
Business intelligence →
- Inspection dueRaised from the contract's cadence.
- Findings loggedSection, photo, severity, on the roof.
- Quote draftedYour price book; estimator approves.
- Repair bookedCrew scheduled; owner notified.
- History updatedThe roof record, not a folder.
- Renewal raisedBefore the term ends, with the history.
Your tech still decides what's a deficiency; the system makes sure the finding turns into revenue and the contract into another term.
A roof asset record is the product, and almost nobody has one
Every renewal, warranty claim and repair quote depends on knowing the roof. Which building and which section. What membrane: TPO, PVC, EPDM, modified bitumen or built-up. When it went on, who holds the warranty, and what that warranty asks of the owner. On most commercial books that record is split between an old proposal, the manufacturer's paperwork and the memory of whoever sold the job.
So the first thing we build is your asset register, keyed by building and roof section, with the contract and the inspection history hanging off it. Once that exists, renewals become a query. Warranty terms become a checklist on the inspection, and the owner portal is a view rather than a project.
It also changes how you sell. A facilities manager who can see ten years of inspections and repairs on their own roof, in your portal, has no reason to invite another contractor to quote.
- One register per customer, keyed by building and roof section, with membrane, install date and warranty terms.
- Inspection cadence and warranty conditions read from the register onto every inspection task.
- Deficiencies, quotes and repairs attach to the section.
- History survives staff turnover, because it was never in anyone's head.
We don't replace Dataforma, Centerpoint or AccuLynx. We build what they won't.
Your platform is good at jobs, crews and invoices. Dataforma serves commercial roofing alongside HVAC, plumbing and electrical. Centerpoint Connect describes itself as purpose-built for commercial roofing. AccuLynx describes its focus as residential insurance restoration and retail roofing. Where one fits you, we'll say so. What none of them ship is your asset register with warranty terms, a measurement-to-estimate bridge tuned to your assemblies, an owner portal in your brand, or pay applications tied to your job cost. We build that layer and write back to your platform, so dispatch never looks at two screens.
Access decides the integration, so we confirm it before anyone estimates a build. Where your platform exposes an API, we use it; if it offers scheduled exports, we read those. On a spreadsheet or a system you had built years ago, we write into that instead. QuickBooks, Sage or whatever holds your ledger stays your ledger.
- 01Contract, inspection and deficiency records written back to your platform, with the roof section attached.
- 02Measurement providers connected where an API or a report export exists.
- 03Owner portal reads from your records; it never becomes a second system of record.
“They will treat your vision like their own and build it that way.”
Ron Klabunde · Founder, SmartREI ↗
Some of the systems we have shipped
- AuditFree. We take your active service contracts and check each one's renewal date, inspection cadence and last visit against what your system actually holds.
- DiagnoseWe map your contracts, inspections, estimating and billing, with your service manager and your estimator in the room.
- BuildFixed price from the diagnostic. Tested on your real contracts, your real roofs and your own price book.
- RunMonitoring, a named engineer, and the first two months of maintenance free.
Best fit: a commercial roofer with a service book and project work on the same platform, or on two. A storm and retail shop is better served by our roofing page, and we'll say so. You can stop after any stage; the audit findings are yours either way.
Before you book
01Do we have to leave Dataforma or Centerpoint Connect?+
No. It sits next to your platform and writes back into it. Contracts, inspections and deficiencies stay visible where your office already looks; the register, the portal and the estimate bridge are the parts your platform doesn't carry. We confirm exact API or export access during the free audit, before any estimate.
02Can it handle multi-year contracts with price escalators and different cadences per building?+
Yes. Each contract carries its own term, billing schedule, escalator and inspection cadence, per building and per roof section where they differ. Renewals and inspections are raised from those terms, so a campus with quarterly checks on one building and annual on the rest runs from one record.
03Does it do AIA billing for our re-roof projects?+
It drafts the G702 application and the G703 continuation sheet from your schedule of values and the quantities your PM has approved, with retainage held per the contract. Your PM reviews and certifies before it goes to the GC; the software assembles, it never signs. Our AIA billing page walks through the whole sequence.
04Where do the aerial measurements come from?+
From whichever provider you already use: EagleView, Hover, Roofr, or your own drone flights. We read the report and populate the estimate with your assemblies and waste factors per membrane type. Your estimator still owns the number; the re-keying goes away.
05Can our customers' facilities managers see their own roofs?+
Yes, through a read-only portal in your brand: each building, its roof sections, warranty details, inspection reports, photos and open deficiencies. It reads from your records and never becomes a second system. Owners who can see their history rarely put the renewal out to bid.
06Does the AI ever decide what's wrong with a roof?+
No. Your tech logs the finding and grades it; the software drafts the deficiency, the quote and the owner message from that. Warranty judgements, repair scope and anything safety-related stay with your people. That line is written into the build.
More for roofing and field-service contractors
- AI, automation and custom software for trades and field-service businesses →Hub this page belongs to.
- Software for roofing contractors, built around the claim →Storm and retail side of the trade.
- How to automate AIA billing and pay apps →G702, G703, retainage and who signs.
- Billing automation for contractors →Construction-side billing layer this page borrows from.
- Maintenance agreements: the revenue nobody bills on time →Same renewal problem, seen from the HVAC side.
- Business process automation →Our service behind renewal and inspection workflows.
- Custom software development →Service behind the asset register and owner portal.
