The Surface Intelligence Platform

The physical site or address where work happens. Properties are the anchor that connects every other record.

Who uses it:

Both

Connects to:

building-passport, roof-measurement, customer

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.

Who uses it:

Both

Connects to:

property, roof-measurement, condition-evidence, proposal

Note:

Not a generated report — it is a living record of the building. One Property may have multiple Building Passports.

Measure roof geometry — area, perimeter, slope — on a map with polygon drawing, producing the takeoff that feeds proposals.

Who uses it:

Roofing contractors

Connects to:

property, building-passport, proposal, job

Note:

Planning-level takeoff, not a survey or insurance measurement.

Field observations, photos, and documented conditions that capture what is actually happening on the building.

Who uses it:

Both

Connects to:

building-passport, documents, field-operations

The organization or person who owns the property and receives proposals, documents, and service.

Who uses it:

Roofing contractors

Connects to:

property, opportunity, job, proposal

A potential piece of work tracked through the sales pipeline until it becomes an accepted job.

Who uses it:

Roofing contractors

Connects to:

customer, property, job, proposal

Accepted work. A job carries measurements, proposals, production, documents, warranty, and service through its lifecycle.

Who uses it:

Roofing contractors

Connects to:

opportunity, proposal, production-handoff, work-order

A priced proposal built from the measurement takeoff, sent to the customer, and accepted before work starts.

Who uses it:

Roofing contractors

Connects to:

roof-measurement, job, electronic-signature, communications

Customers review and sign proposals online through a secure public signing link. Signatures are stored as integrity-protected records.

Who uses it:

Roofing contractors

Connects to:

proposal, communications, documents

Note:

Signature capture via public signing link; not a notarized signature service.

Customer conversations — SMS and email — kept with the customer record so context survives the project.

Who uses it:

Roofing contractors

Connects to:

customer, proposal, electronic-signature

The structured transition from sold work into production: checklist, accepted scope, and a versioned production packet.

Who uses it:

Roofing contractors

Connects to:

job, work-order, documents

Assignable units of work with scheduling, crews, and status — the operational layer of delivery.

Who uses it:

Roofing contractors

Connects to:

production-handoff, job, field-operations

Field sessions, time records, punch lists, and quality inspections that capture what happened on site.

Who uses it:

Roofing contractors

Connects to:

work-order, job, quality-completion

Quality inspections, punch lists, completion records, and acknowledgements that close out delivered work.

Who uses it:

Roofing contractors

Connects to:

field-operations, work-order, warranty

Versioned, customer-safe document records — reports, packets, certificates — attached to the building and job history.

Who uses it:

Both

Connects to:

building-passport, proposal, production-handoff, warranty

Structured records of completed surface treatments — what was applied, when, to which surface, and the recommended review window.

Who uses it:

Both

Connects to:

building-passport, warranty, service-request

Note:

Documentation and planning record, not an engineering inspection or warranty itself.

Warranty records and claims tied to completed work, tracked with start and end dates and status.

Who uses it:

Roofing contractors

Connects to:

job, treatment-records, service-request

Post-completion service requests, maintenance plans, condition assessments, and before/after evidence.

Who uses it:

Roofing contractors

Connects to:

warranty, job, building-passport, maintenance

Maintenance plans and the accumulated history of what has been done to the building over time.

Who uses it:

Both

Connects to:

service-request, treatment-records, building-passport

Historical climate exposure indicators — freeze-thaw, salt, snow load, coastal exposure — used as planning-level context.

Who uses it:

Both

Connects to:

building-passport, capital-planner, data-quality

Note:

Historical exposure indicators, not continuous environmental monitoring. Planning-level; not engineering-grade climate analysis.

Planning-level, budget-constrained prioritization of surface work across properties using the recorded history.

Who uses it:

Property / portfolio teams

Connects to:

building-passport, historical-climate, data-quality

Note:

Planning-level guidance, not a capital reserve study.

Cross-property views that compare surface condition and history across a portfolio of buildings.

Who uses it:

Property / portfolio teams

Connects to:

building-passport, capital-planner, executive-intelligence

Missing-data and evidence-gap analysis that shows what is known, what is assumed, and what is missing.

Who uses it:

Both

Connects to:

building-passport, capital-planner

Executive-level views and reporting that summarize operational and portfolio status.

Who uses it:

Both

Connects to:

portfolio-intelligence, data-quality, capital-planner

Import property data from spreadsheets or existing systems into the platform.

Who uses it:

Property / portfolio teams

Connects to:

property, data-quality

Note:

CSV/spreadsheet import; Yardi/MRI are mentioned only as data sources users may already have.

Multiple organizations operate on the platform with organization-scoped data isolation.

Who uses it:

Platform operators

Connects to:

module-entitlements, role-governance

Organizations are granted the modules their teams actually use.

Who uses it:

Platform operators

Connects to:

multi-org-tenancy, role-governance

Role-based access and granular permissions govern who can see and change what.

Who uses it:

Platform operators

Connects to:

multi-org-tenancy, module-entitlements

A partner marketplace that connects organizations with surface service providers.

Who uses it:

Platform operators

Connects to:

multi-org-tenancy, job

Note:

Partner-driven; availability varies by region.