Introducing

Project Manager AI Agentfor roofing contractors

An AI project manager that knows every roof you have in progress. Ask it anything and get a clear answer in seconds.

Book a setup call Powered by Claude
8 systems connected
PM Agent

Can you review the plans and specs and help me with my estimate?

PM Agent
Harbor Point Apartments · bid set
  • Reading the plans: 42 sheets, roof plans R-101 to R-104
  • Reading the specs: TPO roofing and sheet metal flashing
  • Checking change orders: Addendum 2 adds crickets at 4 RTUs
  • Comparing 3 similar past jobs to price it
  • Building the takeoff

Your takeoff is done.

60-mil TPO, fully adhered
1,240 sq
Edge metal and coping
1,960 LF
Roof drains · skylight curbs
14 · 6

The Addendum 2 crickets aren’t on the roof plan yet, so I added them to the takeoff.

Should I send it to your suppliers for pricing?

Send for pricing with GmailReview takeoff
Gmail ready to send

It helps with every part of the job.

Submittals Scheduling Contracts Billing Safety and compliance And much more

Just ask.

The questions roofing project managers ask every week, answered in seconds.

How does my billing look compared to how much work is complete?

PM Agent
Lakeside Plaza$41,400 overbilled
Billed68%
Complete62%
Northgate Medical$24,800 underbilled
Billed80%
Complete88%

Hold the next Lakeside pay app until the work catches up. Northgate has $24,800 of work in place you haven’t billed, so bill it on this month’s pay app.

Draft the Northgate pay app

What did stainless steel flashing cost per linear foot on my last job?

PM Agent
$14.20 / linear ft installed

From Riverside Medical: 1,840 LF, 24-gauge, installed Aug 2026.

Heads up: the Harbor Point specs call for 12-gauge stainless, which is much heavier than the 24-gauge used at Riverside. Expect a higher material and labor cost.

Do you want me to reach out to your suppliers for current pricing?

Request supplier pricingAdd to my estimate

Download all of the Lakeside submittals.

PM Agent
  • Pulled the product list from the Lakeside plans and specs
  • Downloaded product data from Carlisle SynTec and OMG Roofing Products
Lakeside_Submittals.zip · 23 files · 48 MB
Carlisle TPO membrane: product dataDownloaded
Carlisle polyiso insulation: product dataDownloaded
OMG edge metal: product dataDownloaded
Carlisle NDL warranty requirementsDownloaded

The specs require a manufacturer’s NDL warranty, so I included Carlisle’s warranty requirements. Want me to assemble these into a submittal package for the GC?

Build the submittal packageDownload all

Which sheet metal mechanics are available for Lakeside and live nearby?

PM Agent
MRMarco R.6 mi from LakesideAvailable Mon–Wed
DTDee T.11 mi from LakesideAvailable all week
SKSam K.14 mi from LakesideAvailable Thu

Marco installed the Lakeside edge metal last month and already knows the details. I’d start with him.

Text all three

Update the Lakeside JHA to cover the skylights and the new crew members.

PM Agent

Done. The JHA is now Rev 3.

Job hazard analysis · LakesideRev 3
Fall hazard at roof edge: warning line set 6 ft back; personal fall arrest required beyond it
Skylights on north roof: install screens or covers before work begins
Crew added: Dee T. and Sam K. (fall protection training current)

Should I send the update to the GC?

Send to the GCSend for crew sign-off

Yours.
Completely.

  • You own the productYours to keep, not rented.
  • You own the dataYour job records, costs and photos stay yours.
  • Built in your environmentRuns inside your company’s own systems.
Peace of mindRFIs, submittals and deadlines don’t slip through the cracks.
Cost savingsCatch overbilling, underbilling and schedule slippage early.
EfficiencyHours spent chasing information become one question.
Cutting edgeThe most advanced AI working on your projects today.

Create alerts that matter.

Just say "alert me when." It monitors your email, Procore and job data, then reminds you or follows up on your behalf.

Alert me when…
A GC request is still open and the deadline is approachingWatches email + Procore
A job needs material ordered to stay on scheduleWatches schedule + inventory
My superintendent hasn’t submitted the daily reportWatches daily logs
Rain or high wind is forecast and a roof isn’t dried inWatches weather + crew board
Or make your own: "Alert me when a change order has been pending for a week."

Custom dashboards, built by asking.

Describe any dashboard you can imagine. The agent builds it from your job data and keeps it current.

  • ConsistentThe same layout every time you open it
  • LiveUpdates as the field reports in
  • AccurateEvery number ties back to its source

Operations dashboard

All active jobs: Lakeside Plaza, Northgate Medical, Westfield School
Live · 3:40 PM
BillingQuickBooks · pay apps
Contract value$1,520,000
Billed to date$930,400
Earned to date$919,000
Retainage held$93,040
JobBilled vs. completeOver / (under)
Lakeside Plaza$690,000
68% billed · 62% complete
$41,400
Northgate Medical$310,000
80% billed · 88% complete
($24,800)
Westfield School$520,000
41% billed · 42% complete
($5,200)
Receivables aging$186,500 outstanding
Current $112,30031–60 days $48,90061–90 days $25,30090+ days $0
Change ordersProcore · email
3Requested, not priced
2Submitted to GC$18,450
4Approved this month$31,200

Needs pricing

  • Add cricket at RTU-2Lakeside Plaza · requested 10/22
    Price overdue 2 days
  • Replace wet insulation, Area 3Northgate Medical · requested 10/27
    Price due 11/3
  • Upgrade to 80-mil TPOWestfield School · requested 10/29
    Price due 11/6
Job cost to dateQuickBooks · timesheets · supplier invoices
Total cost to date$741,600All active jobs · against $919,000 earned
Labor $318,900 · 43%Material $422,700 · 57%

Labor by trade Hours · cost · vs. budget

  • RoofersJourneymen and apprentices · 4,210 hrs$194,300+2.4%
  • Sheet metal mechanicsEdge metal, coping, flashing · 1,180 hrs$66,100−1.8%
  • ForemenCrew leads on site · 690 hrs$41,4000.0%
  • LaborersTear-off, loading, cleanup · 520 hrs$17,100+6.0%

Material by type Cost · vs. budget

  • TPO membrane and accessories60-mil, fully adhered$148,200−0.9%
  • Polyiso and cover board2 layers plus tapered$131,500+1.2%
  • Edge metal, coping and flashingIncludes stainless$72,400+4.3%
  • Fasteners, plates and adhesives$46,900−2.0%
  • Drains, curbs and misc.$23,7000.0%
Job progressDaily logs · crew board
Lakeside Plaza853 of 1,380 sq
62% complete · plan 66%4 pts behind
Northgate Medical546 of 620 sq
88% complete · plan 85%3 pts ahead
Westfield School441 of 1,050 sq
42% complete · plan 42%On plan
142 sqinstalled this week, against a plan of 120
InstalledPlanned to date
SchedulingCrew board · weather
Crew utilization87%26 of 30 crew-days assigned
Weather days lost3in October

Next milestones

  • Area B dry-inLakeside Plaza
    On track
  • Manufacturer warranty inspectionNorthgate Medical
    Booked
  • Mobilize Phase 2Westfield School
    Trending 2 days late
SafetySafety logs · JHAs
214days without a recordable injury
TRIR, rolling 12 months
1.9
EMR
0.82
JHA sign-offs
24 of 26
Open corrective actions
2

Connected to everything.

The systems your office and field crews already use, wired into one agent.

EmailOUTLOOK · GMAILLIVEProcoreGC PROJECTS · RFIS · SUBMITTALSLIVESchedulingCREW BOARD · GANTTLIVERoofing CRMACCULYNX · JOBNIMBUSLIVEBillingQUICKBOOKS · PAY APPSLIVESharePointSPECS · WARRANTIES · CONTRACTSLIVEWeatherRAIN · WIND · TEMPERATURELIVEPhotos + takeoffsCOMPANYCAM · EAGLEVIEWLIVEPM AGENTFOR ROOFINGPOWERED BY CLAUDE
Reads every system at once Writes back updates, emails and texts Stays inside your environment

Everything above, for

$5,000
Setup includedTraining included

Ask it anything, starting next week.