a Sagan program ยท currently in private beta

Roof Repair Estimate Draft Agent

Your estimate draft opens in Google Sheets with line items, labor calculations, and material costs pre-filled from CompanyCam photos, iRoof measurements, and your pricing database, ready for estimator review and customization before sending to the customer.
before

Your estimator manually builds estimates from scratch: opens CompanyCam, reviews photos, downloads iRoof PDF, looks up labor rates and material costs from scattered sources, calculates quantities and labor hours, applies tax and waste factors, and formats everything into a customer-ready Google Sheets template. One complex roof takes 5+ hours.

after

Your estimator pastes a CompanyCam project link, uploads an iRoof PDF, adds context notes, and clicks Generate. A pre-filled Google Sheets estimate appears with line items, labor calculations, material costs, and scope of work. Estimator spends 30 minutes reviewing and customizing instead of 5 hours building from blank cells.

roofing / solar energy / home services / construction / estimation / data enrichment / fulfillment / CompanyCam / iRoof / Google Sheets / Google Drive /  roofing / solar energy / home services / construction / estimation / data enrichment / fulfillment / CompanyCam / iRoof / Google Sheets / Google Drive / 
the problem

Five hours building each repair estimate from photos and measurements

Your estimator opens CompanyCam, reviews inspection photos, downloads the iRoof measurement report, then manually fills a Google Sheets template with every deficiency, labor hour, material cost, and calculation.

01
Current workflow

Estimator spends 5+ hours per project manually building line items, calculating labor hours, looking up material costs, and formatting estimates into customer-ready sheets.

02
Volume impact

Preparing 5 estimates per week costs roughly 800 to 1200 dollars in labor. Slow turnaround on quotes means lost deals to faster competitors.

the math, if you want to look

Generate a 90-percent-complete estimate draft in under ten minutes

proof 01
Time reduction

Estimate creation drops from 5 hours to 30 minutes per project. Your estimator reviews and customizes the AI draft instead of building from blank cells.

proof 02
Accuracy improvement

Pre-filled line items, labor rates, and material costs eliminate manual lookup errors. Every estimate uses your current pricing database.

proof 03
Scalability

Handle more estimate volume without hiring additional staff. Faster turnaround wins deals in competitive bidding.

This agent reads CompanyCam photos and iRoof measurements, pulls pricing from your master spreadsheet, and writes a review-ready estimate draft automatically. Your estimator spends 30 minutes reviewing and customizing instead of 5 hours building from scratch. The time saved translates directly to handling more volume, faster customer response, and reduced labor costs.

how it works

From photos and measurements to estimate in three steps

Your estimator provides project context, uploads field documentation, and the agent generates a pre-filled Google Sheets estimate ready for review.

step 01
Paste CompanyCam project link and upload iRoof measurements

Estimator provides the CompanyCam project URL (where field photos and notes live) and uploads the iRoof PDF measurement report. Optionally adds context notes about customer requirements, special conditions, or project type (prevailing wage, multi-section roof, security requirements).

step 02
Agent parses photos, measurements, and pricing database

The agent extracts roof measurements from the iRoof PDF (total square footage, pitch breakdown, linear measurements), analyzes CompanyCam photos to identify deficiency types, and references your master pricing spreadsheet for labor rates, material costs, and line item templates.

step 03
Review and customize the generated estimate in Google Sheets

A new Google Sheets estimate opens with pre-filled line items, labor calculations, material costs, and scope of work. Your estimator reviews every line, adjusts labor hours, adds or removes items, and customizes before sending to the customer.

ai agent · estimator console inputs transform outputs public preview
inputs
CompanyCam project photos and metadata +

Aerial drone photos, close-up deficiency photos, project notes, and photo annotations from your field inspectors. The agent analyzes these to identify repair items and include relevant photos in the estimate.

iRoof measurement PDF report +

Roof measurements including total square footage, pitch breakdown by section, linear measurements (eave, step flashing, transitions), and waste factor options. The agent extracts these to calculate material quantities and labor difficulty.

Estimator context notes +

Free-text notes about customer requirements, project type (private vs prevailing wage), special conditions (security checkpoints, multi-section roof with different repair options), and any one-off rules for this project.

Master pricing spreadsheet +

Your maintained Google Sheets with labor rates (private, prevailing wage, emergency), material costs by supplier, burden percentages, and line item templates. The agent references this for all pricing and calculations.

transformation
Parse iRoof PDF for measurements and roof sections +

Extract total square footage, pitch breakdown, linear measurements, and waste factor options. Identify roof sections and their areas for multi-section projects.

Analyze CompanyCam photos to identify deficiency types +

Review photos and annotations to recognize repair items (debris accumulation, cracked skylights, damaged membrane, etc.) and match them to line item templates in your pricing database.

Apply labor rates and project-type rules from context notes +

Detect project type keywords (prevailing wage, prison site, emergency) and apply corresponding labor rates, burden percentages, and special line items (security checkpoint overhead, per-diem, weekend rates).

Calculate quantities, labor hours, and material costs +

Determine material quantities from roof measurements and deficiency scope. Estimate labor hours based on deficiency type, roof pitch, and project complexity. Look up material costs from the master pricing sheet.

Generate Google Sheets estimate with formulas and formatting +

Create a new Google Sheets document matching your template structure (section headers, deficiency breakdown, labor pricing table, materials table, tax calculations, scope of work, multiple tabs). Populate cells with calculated values and formulas for totals and subtotals.

outputs
Pre-filled Google Sheets estimate +

A new Google Sheets document in your Drive with the exact template format: project header, deficiency breakdowns with labor hours and rates, materials table with quantities and costs, subtotals and tax calculations, numbered scope of work steps, and multiple tabs (Deficiencies, Proposal Acceptance, and section-specific tabs for multi-section roofs).

Estimate ready for estimator review and customization +

The generated sheet is shared with your estimator team with full edit access. Estimator can adjust labor hours, add or remove line items, change material quantities, insert custom notes, and provide multiple repair options before sending to the customer.

Change log for continuous improvement +

The app tracks what edits your estimator makes to each generated estimate (labor hour adjustments, added line items, pricing changes). Monthly review of these patterns helps you refine pricing rules and improve accuracy over time.

draft ready for estimator review _
tech used
CompanyCam API for project photos and metadataiRoof measurement reports (PDF parsing)Google Sheets API for estimate generation and sharingSoTA LLM for structured data extraction and estimate drafting
tool alternatives
CompanyCam or another field documentation platform with photo organization and project metadataEagleView or similar roof measurement service with PDF exportGoogle Sheets or another spreadsheet platform with API access for estimate templates
honest qualification

Is this for you?

built for you if
  • + Roofing estimators and project managers - Teams that spend 4+ hours per project manually building repair quotes from field photos and measurement reports. This agent cuts that time to 30 minutes of review and customization.
  • + Contractors handling diverse project types - Companies that bid on private repairs, prevailing wage government projects, multi-section roofs, and jobs with special requirements (security checkpoints, per-diem, emergency rates). The agent supports all of these via context notes and conditional pricing rules.
  • + Teams using CompanyCam and iRoof - Roofing contractors already documenting projects in CompanyCam and receiving iRoof measurement reports. This agent integrates directly into your existing workflow without requiring new tools.
  • + Businesses wanting to scale estimate volume - Companies that want to handle more bids per week without hiring additional estimators. Faster estimate turnaround wins deals in competitive bidding.
not for you if
  • - Automated deficiency detection from photos - This agent assumes your field inspectors have already identified deficiencies and documented them in CompanyCam. It does not automatically detect cracks, ponding water, or damaged membranes from photos without human annotation. Start with human-identified deficiencies, then consider automated detection as a future enhancement.
  • - Government bid packet automation - This agent generates repair estimates, not 150-page prevailing wage bid packets with boilerplate forms, insurance clauses, and agency-specific requirements. Bid packet automation is a separate, more complex tool.
  • - Self-improving AI that updates pricing automatically - The agent tracks changes your estimator makes to each estimate, but improvements to pricing rules and line item templates are manual. You review change patterns monthly and decide what to update in your master pricing spreadsheet. The agent does not self-learn or modify its own rules.
pricing

Pricing model

to build

This is a scoped custom build plus usage-based runs. You pay for the initial build and integration with your CompanyCam and Google Workspace accounts. Then you pay per estimate generated based on your usage volume.

then
  • Initial build includes prototype testing, live system integration, master pricing spreadsheet setup, and estimator team training.
  • Usage-based pricing covers each estimate generated (AI processing, Google Sheets creation, change tracking logging).
  • No per-user seats or monthly subscriptions. You pay only for estimates you generate.
  • Pricing scales with your volume. Higher estimate volume means lower per-estimate cost.
FAQ
How much time does this save per estimate?

Your estimator spends 30 minutes reviewing and customizing the AI-generated draft instead of 5+ hours building from scratch. That's 4.5 hours saved per estimate. If you prepare 5 estimates per week, you save roughly 22 hours weekly.

Do I have to use the AI estimate as-is, or can I edit it?

You have full control. The generated estimate opens in Google Sheets where you can adjust labor hours, add or remove line items, change material quantities, and insert custom notes before sending to customers. The AI draft is a starting point, not a final product.

What if my project has special requirements like prevailing wage or security checkpoints?

Add context notes when you generate the estimate. For example, write 'CalFire prevailing wage project' or 'Prison site: add 2 hours per day for security checkpoint.' The AI recognizes these keywords and applies the correct labor rates, burden percentages, and special line items from your pricing database.

How does the agent know what materials and labor rates to use?

You maintain a master pricing spreadsheet in Google Sheets with your labor rates (private, prevailing wage, emergency), material costs by supplier, burden percentages, and line item templates. The agent references this spreadsheet when generating each estimate, so pricing is always current and consistent.

What happens if the AI misses something or gets a price wrong?

Maria reviews every line in the generated estimate and makes corrections directly in Google Sheets. The app tracks what changes she makes each month, so you can spot patterns. For example, if the AI consistently underestimates labor hours for a specific task, you update that rule in your master pricing spreadsheet for next time.

Can I use this for multi-section roofs with different repair options?

Yes. If your roof has multiple sections with different repair needs, add that to your context notes. For example, 'Section A: full replacement. Section B: provide both repair and replacement options.' The agent generates separate estimate sections for each area with their own labor and material breakdowns.

What tools do I need to use this?

You need CompanyCam (for project photos and documentation), iRoof measurement reports (PDF), and Google Workspace (for estimate creation and sharing). The agent integrates directly with these tools. No new software to learn or additional subscriptions required.

Does the AI automatically detect roof damage from photos?

No. This agent assumes your field inspectors have already identified deficiencies and documented them in CompanyCam with photos and notes. The agent uses those human-identified deficiencies to build the estimate. Automated damage detection from photos is a future enhancement, not part of this build.

next step

Ready to cut estimate creation time from five hours to thirty minutes.

Let's discuss your specific workflow, confirm your CompanyCam and iRoof setup, and build a prototype so your estimator can see the time savings in action.