AI workflows for roofing teams

What it does

• Approval check

  Before a job goes to production, Tabby, an AI agent, reads the estimate, the measurements, and the photos, and drafts the note back to the rep with her math. She never approves or blocks anything.

• Build estimates from a PDF

  The measurement is read, your price book is applied, and the estimate is prepared for review before it saves.

• Carrier scope comparison

  Compare carrier line items with the contractor estimate and job context to flag potential scope gaps. When the required inputs are present, uploading a carrier estimate can start analysis and save suggestions for review. Check quantities, scope and supporting evidence before using a finding in a supplement.

• Crew assignments

  Eave checks which crews are free and prepares the assignment for your approval.

• Homeowner and carrier drafts

  Prepare emails and texts from the real job record, company terms, and past proposals.

• Uses your company records

  If a price is not in your price book, Eaveside will not guess. The work is prepared from the records you control.

• Suggestions are not approvals

  Analysis and pending suggestions can be saved automatically. A saved suggestion is not an approved supplement or a production approval. Your team checks the findings and decides what to use; Tabby does not approve or block a job.

• Evaluate the workflow with your team

  Bring a sample estimate, measurement report and carrier scope to a demo. Ask to see the inputs, resulting findings and review steps, and confirm which workflows are available for your plan and setup. AI findings can be incomplete or incorrect; they do not guarantee carrier acceptance.

The rest of the software

• Estimating & proposalsA priced 3-tier proposal before you leave the driveway.
• Pipeline & profitCatch the underpriced job before install — not at month-end.
• Multi-tradeRoof, siding, and gutter in one job — not a second subscription.
• Field & crewDesigned to be readable in a truck.
• Switch & own your dataWe move it all, history included.

Find out what's costing you the most.