Every plan starts with a free audit.
You never pay to see what RoofOS knows about your business. Pay when you turn on connected tools and agents.
No onboarding fee. Live today.
Every paid plan includes roofing-trained AI agents. Growth agents act with your approval, Autopilot agents act and notify you, and Scale can run fully autonomously — always inside the same safety rails.
Audit CRM
Your public footprint, indexed. Basic CRM shell, seeded from your site.
- Free public domain audit
- Read-only company knowledge base
- Manual lead + contact capture
- One workspace, one seat
Autonomy: read only
Launch
Connect email, calendar, phone. Turn the audit into a working pipeline.
- Everything in Audit CRM
- Email + calendar + call log sync
- AI-suggested next steps on every lead
- Estimate follow-up templates
Autonomy: suggest
Growth
Reputation, review capture, and multi-channel follow-up on autopilot.
- Everything in Launch
- Review request campaigns
- SMS + voicemail drops with approval
- Production board + change orders
Autonomy: assist
Autopilot
Agents act on your behalf inside guardrails you approve.
- Everything in Growth
- Autonomous lead triage + routing
- Storm-demand playbooks
- Claims + supplement workflows
- Customer portal
Autonomy: act with approval
Scale / Enterprise
Multi-location, custom agents, private RAG memory, SSO. Talk to us.
- Everything in Autopilot
- Multi-location + brand rollups
- Custom agent policies
- Dedicated RAG index
- Priority support + SLAs
Autonomy: act autonomously
Enterprise, multi-location, or franchise? Talk to sales.
What you get that others don't.
Roofing-trained AI and strict safety rails on day one — without a services contract.
| What you get | RoofOS | Generic enterprise CRM | Roofing job software |
|---|---|---|---|
| Roofing-trained AI agents out of the box | 18 agents | ||
| Consent, quiet-hour and budget checks on every AI action | Always on | Partial | |
| Time to go live | Minutes | 6–10 weeks | Days |
| Mandatory onboarding fee | None | Yes | Often |
- Texting consent on file
- Quiet hours respected
- Your approval rules
- Daily AI budget
- No duplicate sends
- Pause-all switch
- Full action log
- Will the AI text customers without permission?
- No. Every text checks for consent on file, quiet hours and your approval rules first. Opt-outs (STOP) are honored automatically.
- Can I approve actions before they happen?
- Yes. On Growth every customer-facing action waits for approval. On Autopilot and Scale you choose, per agent, how much it may do on its own.
- What if I want everything to stop?
- One pause-all switch in Settings halts every agent and every pending send immediately.
- Is there a setup or onboarding fee?
- No. Start with the free audit and go live the same day.
Every feature, every plan.
Mirrors the roofing entitlement catalog. Feature limits are enforced server-side; upgrade paths are evidence-first.
| Feature | Audit CRM | Launch | Growth | Autopilot | Scale / Enterprise |
|---|---|---|---|---|---|
| Audit | |||||
Public domain audit 1 active snapshot + limited refresh | |||||
Audit workbook/JSON export Export count by plan | |||||
Connected-source audit Connector count by plan | |||||
Persistent monitoring & diff Cadence by plan | |||||
| CRM Core | |||||
Contacts & companies Record limit | |||||
Tasks & reminders Active task limit | |||||
Custom pipelines Board/stage limits | |||||
Multiple pipelines Pipeline count | |||||
Properties & roof assets Record limit | |||||
Unified lead inbox Channel/provider limit | |||||
Calendar sync Provider/user limits | |||||
| AI Memory | |||||
Audit chat Question limit | |||||
Tenant RAG memory Storage/query limits | |||||
Global roofing knowledge Shared knowledge | |||||
Graph retrieval Advanced tier | |||||
| Sales | |||||
Estimate records Record limit | |||||
Proposal builder Template limit | |||||
Estimate follow-up sequences Sequence limit | |||||
AI lead qualification Qualification credits | |||||
Speed-to-lead automation Runs per month | |||||
| Operations | |||||
Production board Job/user limits | |||||
Production dashboard Job/user limits | |||||
Crew scheduling Crew/user limits | |||||
Job-readiness checklist Template limits | |||||
Material tracking Supplier connector dependent | |||||
Permit tracking Jurisdiction data dependent | |||||
| Marketing | |||||
Review monitoring Provider availability | |||||
Review request automation Consent/job trigger | |||||
AI review replies Approval/tier policy | |||||
Referral campaigns Campaign limit | |||||
Past-customer reactivation Campaign/recipient limits | |||||
Storm campaign triggers Weather/provider dependency | |||||
Local SEO opportunity map Audit/SEO scan | |||||
| Reporting | |||||
Basic dashboards Included on all plans | |||||
Revenue dashboard Included | |||||
Executive roll-up Multi-tenant | |||||
| Customer Experience | |||||
Customer portal Portal records | |||||
Automated customer updates Consent/templates | |||||
AI customer FAQ RAG/guardrails | |||||
| Claims | |||||
Insurance claim intake Claim count | |||||
Recoverable depreciation tracker Claim/payment status | |||||
Supplement hub Docs/AI credits | |||||
| Connectors | |||||
Existing CRM import CSV/API where available | |||||
Gmail/Outlook sync Per-user | |||||
Google/Microsoft calendar Per-user | |||||
Google Business Profile Org-level | |||||
Meta lead ads Org-level | |||||
QuickBooks Org-level | |||||
| Governance | |||||
Role & permissions Basic roles | |||||
Governance audit logs Retention by plan | |||||
Advanced approvals Policy count | |||||
SSO / SAML Enterprise | |||||