From roof measurement to durable building record.
Surface Intelligence connects customers, properties, roof measurements, proposals, production, documents, warranty, and service around a persistent Building Passport.
Built for roofing and surface contractors who need the whole job lifecycle in one place — and for property teams who want a structured history of their buildings, not a folder of old reports.
One lifecycle. One building record.
From the first measurement to the last service visit, every stage stays connected to the building.
Measure
Capture the physical building and its condition.
- Property
- Building Passport
- Roof Measurement
- Condition Evidence
Sell
Turn measurement into a proposal and agreement.
- Customer
- Opportunity
- Job
- Proposal
- e-Signature
Deliver
Run accepted work through production to completion.
- Production Handoff
- Work Orders
- Field Operations
- Quality & Completion
Protect
Keep the record of treatments, warranty, and service.
- Documents
- Treatment Records
- Warranty
- Service
- Maintenance
Plan
Use the building history to plan what comes next.
- Historical Climate
- Capital Planner
- Portfolio Intelligence
- Data Quality
- Executive Intelligence
The job ends. The building record doesn't.
Most software remembers the job. Surface Intelligence remembers the building. Every measurement, proposal, production event, document, treatment, and service visit accumulates in one durable record.
- Property— the physical site / address
- Building Passport— the durable record of the building
- Measurementrecorded geometry and condition
- Proposalpriced and accepted scope
- Productionhandoff, work orders, field evidence
- Documentsversioned, customer-safe artifacts
- Treatmentwhat was applied and when
- Warranty & Serviceclaims, service, maintenance history
- Climatehistorical exposure indicators
- Capital Planningplanning-level priorities
One Property can contain more than one Building Passport — one per physical building or separately tracked structure.
For roofing contractors
Run the roofing lifecycle without losing context.
Stop re-entering the same property details in a measuring tool, a proposal app, a production board, and a spreadsheet. Surface Intelligence keeps the customer, property, measurement, proposal, job, and building record connected from first call to final warranty.
- 1
Measure
Draw the roof, capture area, perimeter, and slope.
- 2
Create a proposal
Build the priced proposal from the measurement takeoff.
- 3
Get customer approval
Send it, collect the electronic signature online.
- 4
Move accepted work into production
Hand off to crews with work orders and field logs.
- 5
Preserve the documentation
Keep reports, packets, and certificates with the record.
- 6
Manage warranty and service
Track warranty, claims, service requests, and maintenance later.
For property & portfolio teams
A structured history of your buildings.
When the work is done and the contractor is gone, the building stays. Surface Intelligence keeps a durable, structured record — condition, treatments, documents, climate context, service history — that supports planning long after the invoice is paid.
Building history
Everything that happened, attached to the building, not scattered across inboxes.
Surface condition & treatments
What was applied, when, and to which surface.
Documents & certificates
Versioned, customer-safe records that survive staff changes.
Historical climate context
Planning-level exposure indicators for the location.
Service history
Service requests, maintenance plans, and before/after evidence.
Capital planning & portfolio intelligence
Planning-level priorities across the whole portfolio.
One connected platform
Not a stack of disconnected point tools. Capabilities that share one record per building.
Property
The physical site or address where work happens. Properties are the anchor that connects every other record.
Building Passport
The durable record associated with one physical building or separately tracked structure. It accumulates measurement, proposal, production, document, treatment, warranty, and service history over the life of the building.
Roof Measurement
Measure roof geometry — area, perimeter, slope — on a map with polygon drawing, producing the takeoff that feeds proposals.
Condition Evidence
Field observations, photos, and documented conditions that capture what is actually happening on the building.
Customer
The organization or person who owns the property and receives proposals, documents, and service.
Opportunity
A potential piece of work tracked through the sales pipeline until it becomes an accepted job.
Job
Accepted work. A job carries measurements, proposals, production, documents, warranty, and service through its lifecycle.
Proposal
A priced proposal built from the measurement takeoff, sent to the customer, and accepted before work starts.
Electronic Signature
Customers review and sign proposals online through a secure public signing link. Signatures are stored as integrity-protected records.
Communications
Customer conversations — SMS and email — kept with the customer record so context survives the project.
Production Handoff
The structured transition from sold work into production: checklist, accepted scope, and a versioned production packet.
Work Orders
Assignable units of work with scheduling, crews, and status — the operational layer of delivery.
Most point solutions optimize one stage.
Surface Intelligence maintains continuity around the physical building.
A measuring tool measures. A proposal tool proposes.
Every tool owns a slice of the project. When the project ends, the context fragments — and the next person starts from zero.
Surface Intelligence remembers the building.
The building record outlives any single job, crew, or contractor. Years later, the history is still there to plan from.
What is evidence, and what is assumption
Surface Intelligence separates recorded evidence from deterministic calculations and planning assumptions.
Layer 1
Recorded / observed
Measurements, field observations, photos, documents, treatments, production records, warranty and service events.
Layer 2
Derived
Area calculations, proposal totals, surface scores where applicable, historical climate metrics, data-quality findings.
Layer 3
Planning assumptions
Capital plan scenarios, preservation timing, budget ranges, planning-level risk.
Layer 4
Human decision
Final scope, professional inspection judgment, warranty decisions, work approval, capital approval.
Prove it on your own work
A pilot is a guided evaluation using your representative workflow or data to show whether Surface Intelligence can connect the stages of your real process — from property to measurement to proposal to production to building history.
Request a PilotStart with one property. Keep the history connected.
Begin with a single measurement and a single proposal. Let the record accumulate.