DO IT YOURSELF
The workspace
$0free to use · no card required
Keep your next follow-up organized in one browser tab.
- Explore with fictional sample records
- Import and review your estimates
- Edit and copy follow-up drafts
- Record outcomes and export a CSV
Try the free workspace ↗Export before closing or refreshing. Records are temporary and do not sync to a CRM.
PERSONAL SERVICE
The 14-day pilot
$2,000USD · one-time project fee
For an independent roofing team with valid open estimates and a specific follow-up task to complete.
- Review of up to 50 unresolved estimates
- Prioritized worklist and editable drafts
- Two progress check-ins
- Final report and CSV handover
Discuss a pilot ↗Review payment details →Scope and start date agreed first. Any applicable tax is itemized before payment.
Want to see the deliverables first? Explore a fictional pilot handover →
Know what is included.
Introductory conversation$0
14-day service, up to 50 estimates$2,000 USD
Subscription or automatic renewalNone
Work outside the agreed scopeQuoted separately
You will see the full amount before paying. Additional work needs a separate written quote and your approval; it is never added automatically.
How a pilot starts
Check the fit
Tell Curtis about your estimate volume, current process, and the work you need help with. No homeowner records or payment are needed for the introduction.
Agree the work and date
Confirm the scope, reviewer, required records, 14-day schedule, and cancellation terms in writing. Availability is confirmed individually.
Review and pay
After the scope and date are agreed, receive a one-time invoice for your business. Review the amount and terms, then pay through Stripe. The work starts on the agreed date, after the required records are ready.
Read the payment details →A few practical details
What is not included?
Paid ads, purchased leads, automatic messaging, CRM integrations, technical roofing advice, insurance representations, and debt collection. Your team reviews and sends all homeowner messages.
What if I have fewer than 50 estimates?
The fee covers a scoped project, not a per-estimate subscription. A small list may not justify the pilot. We will discuss that before proposing paid work.
What if I need to cancel?
Cancel before work begins for a full refund. After work begins, any refund for undelivered work is based on the portions and prices agreed in your written scope. See the service and cancellation terms.
Are sales guaranteed?
No. The service delivers review, drafts, check-ins, and reporting. It cannot guarantee a homeowner decision, a booked job, or revenue. This is an early offer with no customer case studies yet.