Repair estimates drafted
before the next inspection.
Your estimator manually opens CompanyCam, matches job photos to scope notes, pulls iRoof measurements, checks the pricing template, writes line items, and builds a Google Sheet. Each quote takes four to five hours. During storm weeks, eleven or more inspections wait days for estimates.
The agent reads the CompanyCam album and iRoof report, drafts line items in your quote sheet format with photo references attached, and flags missing measurements. Your estimator spends fifteen minutes reviewing the draft instead of five hours writing it. Homeowners receive quotes without the multi-day backlog.
Four-hour quotes become a storm-week backlog.
Photos, measurements, scope notes, and pricing rules live in different tools. Every quote waits for someone to stitch them together by hand.
Your estimator manually opens CompanyCam, matches job photos to scope notes, pulls iRoof measurements, checks the pricing template, writes line items, and builds a Google Sheet.
During storm weeks, your team loses nights and weekends to quote preparation, and homeowners wait days for estimates.
The agent drafts line items in your quote sheet format with photo references attached.
The agent populates a new Google Sheet with line items, quantities, unit prices, and photo references in your estimator's standard format.
Each line item includes a link to the corresponding CompanyCam photo showing the visible damage or scope area.
The agent creates a missing-info checklist for the estimator, noting any measurements not found in iRoof or photos that do not clearly match a scope item.
Homeowners receive quotes without the multi-day backlog.
The agent reads the CompanyCam album and iRoof report, matches visible damage and scope notes to your pricing template, drafts line items in your estimator's Google Sheets format, attaches photo references to each line, and flags missing measurements or low-confidence matches. Your estimator spends fifteen minutes reviewing the draft instead of five hours writing it. Homeowners receive quotes without the multi-day backlog.
The agent reads job photos and measurements, drafts line items, and sends the estimate sheet to your estimator.
Before and after: quote preparation workflow
The agent pulls the CRM job record with customer, address, job type, and inspection notes.
The agent retrieves the CompanyCam photo album linked to the job and extracts captions and visible damage markers.
The agent reads the iRoof measurement report and converts roof sections, pitch, and square footage into line-item quantities.
The agent compares job photos and inspection notes to your pricing template in Google Sheets and selects matching line items.
The agent populates a new Google Sheet with line items, quantities, unit prices, and photo references in your estimator's standard format.
The agent creates a missing-info checklist for the estimator, noting any measurements not found in iRoof or photos that do not clearly match a scope item.
The agent sends a Slack or email alert with a link to the draft estimate sheet and the missing-info checklist.
CompanyCam photo albums with job photos and captions +
The agent retrieves the CompanyCam album linked to the job and extracts captions and visible damage markers.
iRoof measurement reports +
The agent reads the iRoof measurement report and converts roof sections, pitch, and square footage into line-item quantities.
CRM job record with customer, address, job type, and inspection notes +
The agent pulls the CRM job record to identify the quote type and match scope notes to pricing template items.
Price book or quote template in Google Sheets +
The agent compares job photos and inspection notes to your pricing template and selects matching line items.
Match visible damage and scope notes to the pricing template +
The agent compares job photos and inspection notes to your pricing template in Google Sheets and selects matching line items.
Draft line items in the estimator's quote sheet format +
The agent populates a new Google Sheet with line items, quantities, unit prices, and photo references in your estimator's standard format.
Flag missing measurements, low-confidence photo matches, or assumptions +
The agent creates a missing-info checklist for the estimator, noting any measurements not found in iRoof or photos that do not clearly match a scope item.
Estimate draft in Google Sheets or CRM quote object +
A new Google Sheet populated with line items, quantities, unit prices, and photo references in your estimator's standard format.
Photo references attached to each line item +
Each line item includes a link to the corresponding CompanyCam photo showing the visible damage or scope area.
Missing-info checklist for estimator review +
A checklist noting any measurements not found in iRoof or photos that do not clearly match a scope item.
Optional homeowner email draft +
A draft email to the homeowner with the estimate attached, ready for the estimator to review and send.
Optional Slack or email alert when the draft is ready +
A notification sent to the estimator with a link to the draft estimate sheet and the missing-info checklist.
Is this for you?
- + Roofing contractors with high storm-season repair volume - You run eleven or more inspections during storm weeks and your estimator cannot keep up with quote preparation.
- + Home service operators who use CompanyCam and iRoof or equivalent measurement tools - You already capture job photos with captions and receive measurement reports, but your estimator manually matches them to pricing templates.
- + Teams with a pricing template or price book in Google Sheets or CRM - You have a standard quote format and pricing structure that the agent can match to job photos and measurements.
- + Operators who need to reduce quote turnaround time without hiring another estimator - You want homeowners to receive quotes without the multi-day backlog, but you do not have the capacity to hire or train additional estimating staff.
- - Teams without job photos or measurement reports - The agent requires CompanyCam albums and iRoof reports or equivalent inputs. If you do not capture job photos or measurements, the agent cannot draft line items.
- - Operators without a pricing template or price book - The agent matches visible damage and scope notes to your existing pricing structure. If you price every job from scratch, the agent cannot draft line items.
- - Teams that need fully automated quote approval and sending - The agent drafts the estimate and sends it to your estimator for final review. If you need zero-touch quote approval, this build requires a review step.
- - Operators who do not use CompanyCam, iRoof, or equivalent tools - The agent reads CompanyCam albums and iRoof reports. If you use a different photo or measurement system, the agent requires custom integration work.
Pricing
Sagan builds this agent as a scoped project. You pay for the build, then pay per estimate draft the agent creates.
- Pricing includes the scoped build to connect CompanyCam, iRoof, your CRM, and your Google Sheets pricing template, plus usage-based runs for each estimate draft the agent creates.
- The build cost depends on the number of custom pricing rules, photo-matching logic, and CRM integration complexity.
- Usage cost depends on the number of estimates drafted per month.
Does the agent require CompanyCam and iRoof, or can I use different photo and measurement tools?
The agent reads CompanyCam albums and iRoof measurement reports, but you can substitute another job-photo platform if it provides captions and albums, and another measurement provider if it delivers parseable reports. The build cost depends on the integration complexity of your chosen tools.
What happens if the agent cannot match a photo to a scope item or finds missing measurements?
The agent creates a missing-info checklist for your estimator, noting any measurements not found in iRoof or photos that do not clearly match a scope item. Your estimator reviews the draft and the checklist before sending the quote to the homeowner.
Do I need a pricing template or price book for the agent to work?
Yes. The agent matches visible damage and scope notes to your existing pricing structure in Google Sheets or your CRM. If you price every job from scratch without a template, the agent cannot draft line items.
Does the agent send the quote directly to the homeowner, or does my estimator review it first?
The agent drafts the estimate and sends it to your estimator for final review. Your estimator spends fifteen minutes reviewing the draft instead of five hours writing it, then approves and sends the quote to the homeowner. If you need zero-touch quote approval, this build requires a review step.
How much does the build cost, and how does usage pricing work?
Sagan builds this agent as a scoped project. You pay for the build to connect CompanyCam, iRoof, your CRM, and your Google Sheets pricing template, then pay per estimate draft the agent creates. The build cost depends on the number of custom pricing rules, photo-matching logic, and CRM integration complexity. Usage cost depends on the number of estimates drafted per month.
What if I do not use Google Sheets for my quote format?
The agent can populate a CRM quote object instead of Google Sheets if your CRM supports line-item fields. The build cost depends on the CRM integration complexity and the number of custom fields in your quote format.
How does the agent handle storm-season volume when eleven or more inspections stack up?
The agent drafts line items for each job as soon as the CompanyCam album and iRoof report are available. Your estimator reviews drafts instead of building quotes from scratch, so homeowners receive quotes without the multi-day backlog. The agent does not replace your estimator; it reduces the time spent on each quote from four to five hours to fifteen minutes of review.
What if my CRM is not HubSpot, Jobber, ServiceTitan, or Salesforce?
The agent can connect to another CRM if it provides job and customer fields equivalent to those systems. The build cost depends on the CRM integration complexity and the availability of API documentation.
Stop losing nights and weekends to quote preparation.
If you already have job photos, measurements, and a pricing template, Sagan can build this agent to draft repair quotes in your estimator's format. Your estimator reviews the draft instead of building from scratch, and homeowners receive quotes without the multi-day backlog.