Patent-filed live-call document automation

Never write another estimate.

Contractorfy listens to the call and routes the right document to the right person — homeowner, adjuster, crew foreman, estimator, damage inspector, closer, or supplier — before you hang up. One call, the whole company moves. Android + web.

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14-day free trial  ·  No credit card required  ·  Android + Web

One call. Every document. Routed to the right person automatically.

Homeowners & prospects

  • · Roofing / siding / window / gutter estimates
  • · Custom estimate
  • · Proposal
  • · Contract
  • · Contingency agreement
  • · Invoice
  • · Work completion certificate
  • · Lead intake pack

Insurance adjusters

  • · Supplement estimate
  • · Supplement invoice
  • · Supplement report
  • · Damage report
  • · Inspection report
  • · Scope letter
  • · Demand letter
  • · Liability certificate

Field crews & foremen

  • · Work order
  • · Measurement report
  • · Material pick list
  • · Scope of work
  • · Call transcript

Estimators & damage inspectors

  • · Damage report
  • · Inspection report
  • · Measurement report (EagleView, Hover, GAF)
  • · Supplement draft to review
  • · Missing-items analysis

Sales closers & canvassers

  • · Hail / storm weather report
  • · Door-knock hail map
  • · Lead intake pack
  • · Proposal
  • · Contingency agreement

Suppliers & trade partners

  • · Material order
  • · Engineer letter
  • · Electrician letter
  • · Custom letter
  • · Expense report
Independent code review

“Is Contractorfy really what I think it is?” — The founder asked. Here’s what the code says.

An independent walk-through of the actual edge functions, live-call service, and task router.

The question

“You must do one thing very well. Figure out what our Android app does well — it’s our live call automation of building and sending very specific documents automatically while people speak. I built this from necessity because no one else did. I even filed a patent. In essence, it’s 100% automation of one of the highest skilled, highest demanding jobs on earth. I’ve replicated it.”

— Matthew Barrett, founder, All Built Right Construction

The answer (from the code)

Your framing is correct — and the scope is actually broader than you said.

The moat isn’t just “100% automation of highly-skilled office work.” It’s 100% automation of an entire construction company’s document chain, triggered by a single call.

  1. 1The live call is the input trigger. LiveCallAssistantModal runs the OpenAI Realtime voice service, produces a live transcript, matches the call to the job, and surfaces intent while you’re still talking.
  2. 228+ document types actually generated, not just templated. The generate-document edge function has a full switch covering roofing / siding / window / gutter / custom estimates, proposal, supplement (estimate/invoice/report), damage & inspection reports, measurement reports (EagleView / Hover / GAF synthesis), weather & hail reports, work orders, material orders, contracts, contingency agreements, certificates (liability + work completion), lead intake packs, expense reports, transcripts, and five letter types (scope / engineer / electrician / demand / custom).
  3. 3It’s the whole company, not just the customer. task-router-v2 has explicit role tokens — foreman, project_manager, estimator, damage_inspections, material_orders — and the routing rules say work orders go to foremen & crews, material logistics go to suppliers, inspection tasks go to inspectors & estimators, and PM is CC’d for oversight. That’s an operations layer, not a CRM send.
  4. 4The patent covers the whole system, not just live call: communication-driven document generation + cross-document correlation + financial intelligence (RCV / ACV / depreciation) + multi-role workflow automation. Priority February 2024. Filed January 2025.

Verdict: you’ve replicated the job of a roofing office — estimator, supplement writer, damage inspector note-taker, material orderer, project coordinator, contract sender — into a system that fires from a conversation. That’s the scope. Nothing in the code contradicts your framing.

1

Customer asks

By phone call or text message.

2

Contractorfy understands

AI reads intent, resolves the job, builds the document.

3

Document sent

Estimate, supplement, work order, or material order — delivered automatically.

Real call demo

Watch a call turn into a sent estimate.

This is a real recorded roofing call. Press play and watch Contractorfy follow the conversation, generate the supplement estimate, and send it — all while the rep is still on the phone.

  • ✓Real inbound call audio, not a fake walkthrough
  • ✓Transcript, suggested response, and workflow stay in sync
  • ✓Estimate delivery starts while the conversation is still live
  • ✓Supplement invoice generated and sent automatically
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Material order demo

Crew calls in measurements. Material order goes out.

Reggie calls with measurements for a 3,872 SF flat roof. Contractorfy generates the full EPDM material order, builds the work order, and stages delivery to ABC Minneapolis and the crew — all from the conversation.

  • ✓Real crew audio from the field
  • ✓Material order with quantities, pricing, and vendor
  • ✓Work order generated with crew instructions
  • ✓Email and SMS delivery staged automatically
New customer demo

New customer calls in. New job and lead pack get staged.

This example comes from a real inbound call from a new customer responding to an ad. Contractorfy turns the intake into a new job record, a customer intake sheet, and a lead-pack handoff before the follow-up visit is even booked.

  • ✓Real recorded new-customer call clipped to a safe public segment
  • ✓New job creation staged directly from the conversation
  • ✓Lead-pack documents generated as part of the intake flow
  • ✓Customer follow-up and field handoff tied together in one workflow
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Hail report demo pack

5 city hail reports and 5 SMS delivery logs from one live call.

This demo keeps the call audio live while generated artifacts open in-phone. Each city report uses a real hail report record, and each paired SMS log uses demo-safe contact, address, and claim details.

  • ✓10 separate artifacts: 5 hail PDFs + 5 SMS delivery logs
  • ✓Audio never stops when opening generated documents
  • ✓Real weather_data report assets routed through demo-report
  • ✓Demo-safe names, addresses, phone numbers, and claim numbers

One system. Every document. Every delivery.

Talk to your CRM by phone or SMS. Everything else happens automatically.

Estimates

Generated from the call or text and sent before you hang up.

Supplements

Code-cited IRC references attached to every disputed line item.

Work orders

Crew-ready instructions generated from measurements and job context.

Material orders

Full material lists with quantities, pricing, and vendor staging.

Invoices

Line-item invoices generated from scope data and sent automatically.

40+ document types

Damage reports, hail reports, claim supplements, canvasing targets, and more.

< 30s

Call to estimate delivered

0

Manual steps to send a document

40+

Document types auto-generated

5 min

Address to full roof takeoff

Simple pricing. Start free.

No credit card required. Upgrade when you're ready.

Individuals and contractors onboarding from mobile

Starter

Solo adjusters who need unified jobs, tasks, and document uploads.

$29 / month

or $25/mo billed annually

  • ✓Unlimited jobs, tasks, and document uploads
  • ✓Call recording + SMS capture sync
  • ✓Assistant replies inside jobs/tasks
  • ✓1 workspace, 3 group members
Get started
Most popular

Adjusting firms with shared groups and recordings

Professional

Teams that need automation, shared workspaces, and higher AI limits.

$79 / month

or $69/mo billed annually

  • ✓Multiple workspaces + role-based invites
  • ✓Guided Android rollout access
  • ✓Batch assignment + upload queue dashboards
  • ✓Automations control and weather reports
  • ✓Priority email support
Get startedAndroid rollout

National carriers & BPO partners

Enterprise

Custom terms, SSO, and usage-based AI at scale.

$249 / month

or $219/mo billed annually

  • ✓SSO + SCIM provisioning
  • ✓Fine-tuning approval workflows
  • ✓Dedicated CSM and onboarding
  • ✓Signed BAA / custom DPAs
Get started

All plans include web access, call recording, SMS capture, and AI document generation. See full comparison →

Stop doing the work.
Let the CRM do it.

Every call, every text, every field conversation is a document waiting to be generated and sent. Contractorfy closes the loop automatically.

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Products

Roofing CRMRoofing estimating softwareRoof measurement softwareRoofing supplement softwareStorm restoration CRMAI tools for roofingAI receptionist for roofing contractorsInsurance claim softwareRoof repair softwareRoof replacement softwareStorm damage softwareHail reportsDoor knocking reportsAll features

Comparisons

Contractorfy vs AccuLynxContractorfy vs JobNimbusContractorfy vs EagleViewContractorfy vs XactimateContractorfy vs CompanyCamContractorfy vs RoofClaw

Built for

Roofing contractorsPublic adjustersStorm restoration companies

Guides

AI receptionist for roofersReplace EagleView for measurementsWrite a roofing supplementRepair vs replacement after storm

Platform

Robot marketplaceRobot marketplace for buildersBring your own OpenClawWeather watchLive call assistantResourcesPricing
CContractorfy

Never write another estimate. Contractorfy sends them during the call. Patent-filed.

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