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Transform your roofing business data into actionable insights. Track lead conversion, job profitability, and crew performance — all powered by AI.
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$8,420
Avg Job Value
34.2%
Close Rate
$142
Cost/Lead
28.7%
Profit Margin
Revenue by Month
Service Mix
No more guessing which lead sources work or which job types are most profitable. Just ask your AI data analyst — it delivers answers instantly.
Use one of the most common prompts below or use your own to begin
Built for Roofing owners and ops, not data scientists. Open ServiceAgent, see today's revenue and crew metrics, and know exactly what changed and what to fix.
No coding or complex setup. Connect your tools and start exploring technicians performance and revenue without waiting on IT.
See estimates vs installs, storm-lead conversion, and crew KPIs — ask in plain English for charts and commentary.
import pandas as pd
df = pd.read_csv("revenue.csv")
df.groupby("tech")["amount"].sum()
Benchmark against anonymized Roofing peers. See where you're ahead or behind — with suggested fixes.
"Which tech has the best close rate?"
Mike R. closes at 84% — 12% above team avg...
Gets better at understanding your data with every use, learning your pricing rules and service lines.
Every week: bookings, revenue, campaigns, and AI-call summaries — what moved, what slipped, and three priorities for next week.
Full‑time analysts are expensive. DIY spreadsheets are slow and error‑prone. Our AI shows you where you’re losing money and where to raise your game. A few better decisions each month more than cover what you pay us.
DIY / Spreadsheets | Hiring Analysts | AI analyst | |
|---|---|---|---|
| Available 24/7 | When you have time | Business hours | ✅ |
| Stress & late nights | Constant | Frequent | None |
| Health insurance & benefits | Not applicable | Required | Not needed |
| Training & onboarding | Self-taught | 1 – 3 weeks | 5 minutes |
| Turnover & replacement | Not applicable | High risk | Never leaves |
| Integrates across platforms | Very limited | Limited | All platforms |
| Response time | When available | Hours – days | Instant |
| Scalability | Limited | Hire more | Infinite |
| Monthly cost | Your time | $5,000 – $15,000 | from $39/mo |
| How they feel | Exhausting | Varying quality | Always consistent |
Without real-time analytics, you can't tell which lead sources work, which jobs are profitable, or which reps need help.
of roofing companies can't calculate their true cost per lead by marketing channel
average annual revenue lost from poor lead source allocation and untracked marketing spend
average delay in identifying underperforming sales reps or declining close rates
of roofing business owners don't know their actual profit margin per job type
Connect your CRM and lead sources, and your AI data analyst starts surfacing insights immediately.
Sync with AccuLynx, JobNimbus, QuickBooks, and your lead sources in minutes.
Your analyst maps sales and job data, then builds custom dashboards.
Start asking questions and receiving automated reports from day one.
Your data stays private and is never used to train AI. ServiceAgent is compliant with industry standards including SOC 2 Type II and GDPR.
Join hundreds of roofing companies using AI to track leads, optimize margins, and grow revenue.