Summit Roofing — Operations
Internal demo view. Chat replies, lead records, and bookings are real AI plus real database rows; the phone is simulated — production sends real SMS.
The main event: AI extraction, the company's own conversion math, an independent AI verification pass, and a human approval gate before the contract and CRM log
Claude extracts the variables; the order quantities come from Summit's own conversion sheet (deterministic code); a second, independent Claude pass re-derives every quantity and differences become flags. Nothing is ordered, logged, or sent until you click Approve.
Cash/retail homeowner (no insurance): order an aerial roof measurement (EagleView-style), and when the report comes back, generate a good/better/best estimate from your price book — owner-approved before it sends.
Cash/retail homeowner — no insurance. Order an aerial roof measurement; when it comes back you'll generate a customer estimate. The measurement provider is simulated.
Simulated — EagleView/Hover are stand-ins; no real order is placed.
Upload roof photos; Claude vision documents visible conditions and a branded PDF is generated, stored, and linked to the job
Photos upload to storage and go straight to Claude vision — findings describe only what is visible, then a branded PDF is assembled automatically. This is the live pipeline, not a mock.
The job is done — but the carrier still holds the recoverable depreciation until you submit the final invoice and completed-work photos. Claude drafts the adjuster letter; you approve before it sends.
Insured
Ray & Donna Kowalski
Property
3815 S Sterling Ave, Independence, MO, 64055
Carrier
State Farm Fire & Casualty
Claim #
SF-2026-0104412
Adjuster
Brian Castellanos
Job completed
May 24, 2026
Final invoice
INV-2026-0411Figures come from the approved claim and signed contract — computed in code, never by the AI.
To adjuster: Brian Castellanos <bcastellanos@statefarm-claims.example>
Claude will draft the cover letter requesting the carrier release the recoverable depreciation, with the final invoice and 8 completed-work photos attached. You approve before anything sends.
Most recent conversation
No chats yet — open the chat bubble on the landing page to start one.
Claude drafts the reply — you approve before anything sends
No voicemails waiting. Fire one from the control panel.
Newest first
leak near chimney
hail damage · insurance claim
Chatbot bookings claim open calendar slots
Marcy Tillman
Tue, Jun 16, 9:00 AM
Alma Renteria
Wed, Jun 17, 1:00 PM
April 28 hail storm — severe, ZIPs 64015, 64014, 64055 (hail data simulated; production ties into a weather feed)
Texts go only to existing customers and consented leads in the affected ZIPs — no cold numbers, TCPA-safe. Each one is drafted by Claude from that person's history and sends only when you approve it.
No outreach waiting — trigger a hail event from the control panel.
The review is simulated; Claude's reply is real and waits for you
No replies waiting. Mark a job complete from the control panel and the review beat runs.
Booked → 24h → 1h. Simulated scheduler — production fires these automatically
Marcy TillmanTue, Jun 16, 9:00 AM
Alma RenteriaWed, Jun 17, 1:00 PM
The real voice agent that answers Summit's phone — call the number and book an inspection by voice
This is the production AI receptionist on a real phone line. Call it and it picks up, recognizes you by caller ID, checks the live calendar, and books a real inspection — everything it does lands on this dashboard.
(816) 484-1651Standard call rates apply. Best from a real phone — give it your name, address, and a day that works, then watch the lead and booking appear above.
Real recorded calls with the AI receptionist, and the artifacts each one produced
Booking call
Adjuster meeting scheduling