NOW EXPANDING INTO ROOFING
Core365 brings the same proven infrastructure powering high-volume solar and home services operations to the roofing industry. Unifying canvassing, estimating, production, compliance, and customer communication in one place.
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15+ hours saved
weekly
3× operational
scalability
100% compliance
tracking
Turn Every Storm Event and Neighborhood Into a Sales Opportunity
Core365 gives your canvassers live territory maps with homeowner data, storm-hit zones, and rep tracking — so your team knocks the right doors first. Pulse AI follows up with every lead that doesn't answer, automatically, around the clock.
- Live territory maps with address-level homeowner data
- Storm damage zone overlays for targeted door-knocking
- Instant lead capture flows directly into the CRM pipeline
- Rep performance tracking and territory analytics in real time
Accurate Estimates in Minutes, Not Hours, Without a Measuring Wheel
Core365 auto-measures roofs from aerial imagery and builds a complete, branded estimate in minutes. Material costs, labor rates, waste factors, and profit margins are calculated automatically — so every rep quotes accurately and consistently, whether they're in the office or at the door.
- Aerial measurement with ±2% accuracy — no ladder required
- Smart templates with material libraries and labor rates built in
- Automatic waste factor and overage calculations per facet
- Insurance scope line-item matching for supplement submissions
- Estimate-to-proposal-to-contract in one workflow, no re-keying
- Profit margin visibility on every job before you sign
Keep Jobs Moving From Signed Contract to Final Inspection
Core365 connects your sales team, production manager, and install crew on the same job timeline — so everyone knows what stage a project is in, what's needed next, and who's responsible. No calls, no guessing, no dropped balls between sale and install.
- Job milestone tracking from permit through final inspection
- Crew scheduling with availability and zone assignment
- Material delivery coordination tied to install date
- Change order and supplement management built in
- Photo documentation uploaded from the field automatically
- Customer communication triggered at every stage
Invoice, Collect, and Track Every Dollar Without Leaving Core365
Core365 handles the complete financial lifecycle of every job — from deposit collection at signing to final invoice delivery and payment processing. Commission tracking, job costing, and profit reporting give leadership real-time visibility into what's actually making money.
- Send invoices and collect deposits directly from the platform
- Job-level profitability tracking against original estimate
- Commission calculations for reps, setters, and closers
- Insurance payment reconciliation and supplement tracking
- Lien waiver generation and document routing
- Financial dashboards by rep, crew, and market
AI Agents That Run Your Pipeline While Your Crew Is on the Roof
Core365 deploys purpose-built AI agents that handle the time-sensitive work autonomously — re-engaging cold leads, activating new reps in under 24 hours, confirming installation appointments, and training your sales team — so your operation runs at capacity without adding management overhead.
- Pulse re-engages every un-converted door knock automatically
- Nova activates new sales reps and subcontractors in under 24hrs
- Echo confirms install appointments, handles reschedules by text
- Ava coaches reps through objections and insurance claim conversations
- Lien waiver generation and document routing
- Financial dashboards by rep, crew, and market
Core365 vs. AccuLynx vs. Rooft
Both are good tools for what they do. Neither replaces your full stack. But Core365 does with unlimited users, AI agents, HR, payroll, and one flat fee.
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