RoofMetric

🧾 Supplement IQ — who can use it

This feature emails real insurance adjusters and keeps emailing them for four weeks. Opening it up is not reversible for mail that has already gone out, so widen it deliberately.

Site admins can always use it, in every mode. The follow-up cron obeys the same setting, so a supplement created by someone outside the audience is not chased either.

⚖️ Where the licensing warning shows

In most states a contractor who negotiates or adjusts a claim on the homeowner's behalf needs a public adjuster licence. This list decides where the panel says so out loud. The phrase guardrail runs everywhere regardless — this only controls the extra banner.

This ships as a wildcard on purpose. It is a prompt to check with your attorney, not legal research. Narrow it only on their advice.

🏛 State insurance departments

When a claim stalls, the homeowner escalation letter tells your client where their own complaint goes. Any state without a verified link here falls back to the NAIC lookup, which always works and is one click worse. Add the states you work in.

Check every link before saving it. A homeowner follows this at the exact moment they have decided to escalate, and a dead link ends the conversation rather than sending them looking.

📧 Email Send Log

Persistent record of every email the platform attempted to send (welcome, onboarding drip, trial reminders, blasts, and more). Read-only. Filter to confirm what actually went out, when, and its views/clicks.

⛈ Storm Alerts — Company Roll-up

Companies with customers whose properties were hit by hail recently. Ranked by affected structures or hail size. Data comes from the daily storm scan.

Receptionist lines

Every provisioned line on the platform. Pick one to edit what she says and what she knows. Changes to how she speaks are pushed to ElevenLabs on save; routing changes are read from our own database on each call and need no push.

Line settings

What she knows

Read these before she says them to anybody. A document marked to be kept in mind on every call becomes part of her instructions; everything else is looked up only when a caller asks about it.

What can actually be delivered

A push reaches a phone only if that phone registered a device token, which happens when somebody opens the native app while signed in and allows notifications. The app-icon number comes from the push itself, so no registered device means no badge, however many notifications are waiting.

Send an announcement

Goes to the in-app bell for everyone in the audience, and as a push to those with a registered device. It does not send email; the What is new blast does that.

Platform text messages

Account texts we send to our own trial owners from the RoofMetric number. Separate from Front Desk, where a contractor texts their customers from their own line. Nobody is textable here who did not tick the box themselves.

Who has opted in

Send a test to yourself

Sends one real text to the mobile number on your own user record, through the same sender and the same consent gate the drip uses. It cannot be pointed at anybody else.

Send a message

To anyone who has agreed to hear from us. Recording how they agreed is required, because that record is the only proof that will exist later.

Conversations

Every text on the platform number, both directions. You can answer anybody who has texted us. You cannot start a conversation here, which is deliberate.

🧱 ABC Supply Catalog Explorer

Search a branch and see what ABC stocks there, broken down by category. Requires ABC connected on this account (Settings → Integrations).

📋 Default Estimate Templates

The standard templates every NEW account starts with, per product. Editing here changes what new sign-ups receive. To also update existing companies, use “Apply to existing” — it refreshes their base templates by name and never touches templates they created themselves.

Line items: one per line as Description | qty | unit | price. Qty can be a formula like {{squares}} * 0.3. Drag the ⠿ handle to reorder templates.

📦 Line Item Library Runs automatically

This is the dictionary, not the price list. It turns the thousands of different ways contractors word the same line ("R&R arch shingles", "Architectural shingle - remove and replace") into one catalog item with one category. The Regional Price List card below is what actually carries prices.

💲 Regional Price List What users see for insurance jobs

Built automatically from the carrier estimates contractors upload. Newest upload wins — an older estimate can never drag a current price down, and a jump over 35% is held until a second estimate confirms it. Contractors cannot edit these; they can only override a single line on one estimate.

Review queue — uncategorized 0

Most-used descriptions first. Assign each to an existing catalog item or create a new one.

Catalog items 0

📧 Send Email Blast

Send an announcement to all active users. Includes an auto-generated unsubscribe footer (CAN-SPAM). Use {{firstName}}, {{fullName}}, {{email}} in the body to personalize.

Past Blasts

✉️ Onboarding Emails

Edit the automated new-user drip. Pick a brand + step, change the copy, and Save — no deploy needed. Use {{firstName}} and {{companyName}} to personalize. The branded header, sender, and unsubscribe footer are added automatically.

⏳ Trial Emails

Edit the trial-ending drip (3 days out · 1 day out · last day). Each step has two versions: Active (they've used the product) and Dormant (signed up but never used it). Pick a brand, step, and version, edit, and Save — no deploy needed. Use {{firstName}} and {{companyName}}. The branded header, sender, and unsubscribe footer are added automatically.

Platform Stripe (RoofMetric organization)

Stripe account that powers Connect onboarding, collects subscription fees from contractors, and is the parent of every contractor's connected account. This is separate from individual contractor Stripe accounts — those are set up by each contractor on their own Settings → Payments page.

Credentials live in Vercel env vars (STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET, STRIPE_WEBHOOK_SECRET_CONNECT, STRIPE_CONNECT_CLIENT_ID). Manage in Vercel →

Replicate (AI Roof Detection)

Powers AI roof outlines as a fallback when Google Solar has no coverage. ~$0.003 per roof; absorbed into subscription.

Get key at replicate.com/account/api-tokens

Google Maps

Powers address autocomplete + rooftop-precision geocoding. $200/month free credit.

Get key at console.cloud.google.com — enable Geocoding API + Places API

Geocodio (Address Fallback)

USPS + TIGER + parcel data. 2,500 lookups/day free, no credit card needed.

Sign up at geocod.io/signup

Email Integrations (Gmail / Outlook OAuth)

When contractors connect their Gmail/Outlook in Settings, their estimate emails ship from their actual inbox instead of the platform sender. The OAuth credentials below are set in Vercel env vars (they cannot be edited from the browser).

Platform Supplier Credentials

RoofMetric's aggregator credentials with each supplier. Once you enter platform credentials here, contractors only need to provide their own account number — they don't need their own API access.

Blob Storage (Cloudflare R2)

Photos and documents are uploaded directly from the browser to R2, bypassing Vercel's 4.5 MB limit. Once configured, run the migration once to move existing base64-stored photos out of Postgres.

Use -1 for unlimited on any quota field. Setting a tier to inactive grandfathers existing subs but blocks new signups. Stripe Price IDs come from Stripe Dashboard → Products and enable one-click Checkout.

To use a code, send the partner a link like https://yourdomain.com/?ref=CODE. New signups via that link are automatically attributed.

🎓 Elite Academy Grad Codes

Unique, single-use codes for Elite Training Academy graduates. Redeeming one at ClaimZilla checkout grants a 30-day free trial + 5% off for life. Each code works once.

Lead Network Pricing

Set the per-lead fee charged to contractors when they claim a homeowner lead.

Region Auto-Push

Graduate a region (state) out of manual review once it has enough opted-in contractors and a steady lead flow. New leads in auto-push regions skip the admin queue and dispatch immediately to every in-range contractor.

Customer estimate page

Tweak the public /get-estimate wizard's intro copy, success message, and which optional steps appear.

Market coverage

See where lead demand outstrips contractor supply. The top-5 ranking highlights states where adding contractors (or growing ad spend) will produce the most return.

Qualifying questions

Questions shown on the customer estimate wizard's "name your own price" branch. Customers must answer all required questions before they can submit.

All Leads

Every homeowner-submitted lead from the public estimate page.

Usage & Cost Estimates

Track API consumption across all users to project monthly bill from Google, Replicate, and Geocodio.

Real usage tracking requires backend logging — these counters reset each session in the prototype.