Appointment coordination
Operations offers available windows and the client chooses a confirmed appointment.
Reserved windows · Local time display · Assignment tracking
Open client portalGuided field capture
Assigned partners save roof details, record observations and upload captioned photos directly to the inspection.
Private photos · Roof details · Access limitations
Open field workspaceAerial measurement workspace
Enter an address, retrieve aerial photography and roof elevations, then review automatically marked boundaries and generate a measurement report.
Address retrieval · Roof detection · Material quantities
Open measurement toolsReviewed estimate drafts
Saved drafts connect measurements with your rate book. The AI drafting adapter can suggest tasks and review questions when an OpenAI connection is configured.
Editable quantities and rates · Approval · Revision history
Open estimating toolsCarrier claim packages
Import assignments and prepare reviewed reports, estimate files and photo evidence. Direct delivery requires a configured carrier receiver.
Claim references · ZIP packages · Delivery receipts
Open carrier workspaceReviewed inspection reports
Operations checks the documentation and returns incomplete work for correction. Completed reports are available to the requesting client.
Owner review · Client access controls · Printable reports
View your reportsOperations tools are reserved for the Ladder Assistance team. AI generation requires an OpenAI API connection. Automated imagery ordering and proprietary carrier formats require provider agreements and additional adapters. Current connection status appears inside the studio.