Executive Command Center
One view across marketing, AI reception, inspections, canvassing, proposals, financing, production, warranties and recurring customer care.
Revenue by system
AI executive alerts
Mia AI Receptionist
Handles calls, text and chat, qualifies homeowners, checks territory, captures financing interest and books photographed inspections.
Mia outcomes today
CRM & Property Intelligence
Every call, property record, photo, inspection, estimate, financing action, permit, installation and warranty connected to one homeowner profile.
Jordan Mitchell
High intentInteraction history
Sales Command
Lead scoring, call intelligence, objections, next-best action and bundled-system opportunities.
Open opportunities
| Homeowner | System | Score | Value |
|---|---|---|---|
| Jordan Mitchell | Roof + Ventilation | 91 | $27.8K |
| Ashley Reed | Roof + Gutters | 88 | $32.1K |
| Marcus Bell | Complete Exterior | 86 | $38.6K |
| Priya Shah | Roof Replacement | 82 | $21.4K |
AI coaching alerts
Door Canvassing Dashboard
Track every door, homeowner conversation, appointment, financing status, quote, contract and dollar of attributed revenue.
Capture door interaction
Canvasser leaderboard
Recent activity
Financing Intelligence
Track lender applications, approvals, abandonment, contracts and financed project value.
Application pipeline
| Homeowner | Status | Project | Value |
|---|---|---|---|
| Jordan Mitchell | Approved | Roof + Ventilation | $27.8K |
| Ashley Reed | Incomplete | Roof + Gutters | $32.1K |
| Marcus Bell | Submitted | Complete Exterior | $38.6K |
AI recovery actions
Inspection Intelligence
Organize roof, flashing, decking, gutter, attic and ventilation findings into a draft report for human verification.
Sample Home Exterior Health Score
AI draft findings
AI Proposal Builder
Build transparent, approved proposals from verified measurements, field findings and the company price book.
Roof Protection
Architectural shingles, underlayment, required flashing, standard ventilation review and workmanship warranty.
$18,900
Complete Roofing System
Premium shingles, ice and water protection, ridge ventilation, decking allowance and enhanced warranty.
$24,800
High-Performance Envelope
Complete roof system, insulation upgrade, ventilation correction, gutters and energy summary.
$31,600
Financing Illustration
Nonbinding monthly estimate subject to approved lender terms and final project scope.
$— /mo
Storm Intelligence
Monitor weather exposure, prioritize customers, build canvassing routes and activate inspection campaigns without implying damage before inspection.
Activation workflow
Production Operations
Coordinate permits, funding, materials, weather, crews, quality and one-day completion.
Project stages
Production alerts
Compliance Workflow
Track municipal requirements, missing documents, inspection status and manufacturer warranty registration.
Permit queue
| Project | Jurisdiction | Status |
|---|---|---|
| Mitchell Residence | Newark, DE | Review |
| Reed Residence | West Chester, PA | Submitted |
| Bell Residence | Cherry Hill, NJ | Correction |
Warranty actions
Customer Project Portal
Inspection photos, proposal, financing, contract, permit, schedule, payments, completion photos and warranty in one secure place.
Project timeline
Documents
Messages
Modern Exterior Care
Annual inspections, storm-priority scheduling, gutter and ventilation checks, warranty records and a permanent digital home-exterior history.
Annual Roof Check
Photo inspection, flashing review and digital condition record.
Gutter & Drainage Check
Gutter pitch, guards, downspouts and visible drainage issues.
Storm Priority
Priority scheduling and proactive post-storm communication.
Warranty Vault
Product, workmanship and inspection documentation in one place.
Customer Advocacy
Automated satisfaction checks, review requests, photo permissions, referral attribution and neighborhood campaigns.