30-min call with RobBook a proof-of-concept call
Job 01 · Quote desk

// Roofing supply distributors · Material quotes

Commercial roofing material quotes, drafted from the spec and takeoff for your desk to price.

A contractor sends a roof specification, a plan and a takeoff, and someone on your desk turns them into membrane, insulation, fasteners, adhesive and flashing lines. In a free AI proof of concept, AI drafts that package from copies of 20 to 30 jobs your team already quoted and lists every item a person must confirm against the maker's system requirements. Your reviewer, the person on your desk who knows these packages best, compares each draft with the quote your team built.

Book a proof-of-concept call30 minutes with Rob
Past roof packages
20 to 30
Prices set by AI
None
Quotes sent
None

// The one job

From a stack of roof documents to a material list a person can price

The package arrives in pieces. There is the Division 07 roofing section, with its membrane, insulation and warranty paragraphs; the roof plan with areas, drains, curbs and edge lengths; a tapered insulation layout if the job has one; and the contractor's takeoff in squares and lineal feet. Somebody reads them against each other, builds the lines, notes what the spec left open, and then prices the result from your costs and that contractor's terms.

In the test, AI reads copies of those documents and drafts the material package: membrane type and thickness, insulation layers and tapered areas, fastener and adhesive lines, flashing and accessories. Every line names the page or paragraph it came from, and a separate list holds what someone must confirm before pricing. The draft carries no price and reaches no contractor.

Roof spec and takeoffFrom the contractor
Roof area
Membrane
Deck
Warranty
ItemSpec paragraphQuantity
Illustration, not a real spec
Read
and itemized
Material packageDraft, unpriced
Membrane
Insulation
Fasteners
To confirm
LineUnitSource
Made-up package, for illustration

// Inside a roof package

Why one roof spec turns into so many separate lines

A membrane line is a type, a thickness and a build. ASTM D6878, the standard specification for thermoplastic polyolefin based sheet roofing, requires a reinforcing fabric or scrim in the sheet, while ASTM D4637 sorts EPDM into unreinforced Type I, internally reinforced Type II and fabric-backed Type III. A TPO section in the Missouri Office of Administration's roof design manual asks for 60 mils nominal on the field sheet and unreinforced flashing of at least 55 mils, so one spec produces two thicknesses. Western Washington University's standard is also 60 mils, and it prefers gray over white for the exposed face. Rolls matter as well: one maker's 80-mil sheet comes 5 to 12 feet wide at 100 feet long, four rolls to a pallet, with a pallet of 12-foot rolls at 2,392 pounds. When the spec leaves roll width open, the draft holds it for your reviewer.

Owners set the layers, and they disagree. The Missouri section calls for two or more layers once the insulation reaches 3 inches, with joints offset at least 6 inches. New Mexico's Public School Facilities Authority, in its adhered TPO section, goes to two layers at 2 inches with joints offset at least 12, and orders flat board in 4-by-8 sheets and tapered board in 4-by-4s. Texas State's Round Rock standard allows no board over 2 inches in a single layer and no board stock larger than 4 by 4 at all. Each rule changes the board count and the bundles. NRCA advised designers in 2010 to specify polyiso by thickness rather than R-value, to head off confusion at purchase, and a spec that names only an R-value leaves someone a conversion to make: Texas State's own figure is 5.6 per inch in service, where a 2014 trade article put the design value for permeable-faced polyiso at 5.7. The draft keeps the spec's wording and leaves that conversion to a person.

Tapered areas have their own drawing and their own alphabet. New Mexico's section slopes saddles and crickets at twice the field slope, puts a cricket on the upslope side of every rectangular penetration wider than 18 inches across the slope, and keeps a drain sump from going steeper than 1 in 12 unless the drawings say otherwise. Panels are bought by letter: one maker's sheet shows AA through FF at an eighth of an inch per foot, X, Y, Z and ZZ at a quarter inch, and Q and QQ at a half, with flat fill of 2 or 4 inches underneath. Texas State's standard names preformed perlite crickets in its summary and then specifies tapered polyiso for crickets in its materials section, the sort of conflict a draft should list rather than settle. Each layout's own panel names go onto the draft, and the fill goes on separate lines.

The deck picks the fastener, and the taper changes its length. New Mexico wants the shortest screw that gets 3/4 inch past the top flange of a steel deck, an inch of embedment in wood, and no quarter-inch hex heads. Texas State asks for at least a half inch into steel and rejects anything long enough to reach the bottom of the flutes. Where a fastening pattern hasn't been approved, its default gives the perimeter one and a half times the field's count and the corners twice, with the perimeter 10 feet in from the edge and each corner a 10-by-10 area. Missouri adds corrosion resistance under FM Approvals 4470 and six sample fasteners of each type, length and finish. Thickness changes across a tapered roof, so the draft groups fasteners by the layout's thickness bands and totals each group on its own line.

Accessories, and the list a person must confirm. Missouri's accessory list runs to preformed cones and vents, corners, T-joint covers, lap sealant, termination bars about 1 by 1/8 inch and walkway pads about 3/16 inch, and its insulation has to be manufactured or approved by the membrane's maker. Western Washington wants cut-edge sealant wherever scrim is exposed and non-skid pads in service areas. Texas State wants a letter from the manufacturer listing every material in the assembly as acceptable under its 20-year no-dollar-limit guarantee. So the draft ends with a confirm list: board, fastener and adhesive pairings, the approved assembly for the job, and anything the warranty needs that the spec didn't name. Your reviewer will look first for the wrong thickness, a missing layer, short flashing and fasteners that don't suit the deck.

// What you send

Roof packages your desk already quoted

Copies only
No ERP login
01

20 to 30 past packages

For each job, the roofing spec section, roof plan, any tapered layout and the contractor's takeoff. Include a reroof, a new building, and one where the spec and the takeoff disagreed.

02

The quotes you built

The line-item quote your team sent for each package. Black out cost and margin columns if you like; the comparison is about what was on the list and in what quantity.

03

Your item export and data sheets

An export of roofing items with description, unit and pack size, plus the makers' data sheets and system guides your desk worked from, since those hold what the confirm list points at.

04

NDA first, look-alikes if needed

Contractor bids and owner drawings are confidential, so the NDA comes before any file moves. A job that can't leave the building gets a look-alike built with your reviewer, and nobody logs in to your ERP, a quoting tool or a maker's portal.

// Before it starts

Settled before any spec is copied

The owner writes down two things first: who judges the drafts, and what a passing draft has to get right.

Quote test termsSet by the owner
Your reviewer
Named by the owner, usually the senior inside salesperson or estimator on commercial roofs
Success criteria
In writing: which lines must match, and how waste and pack rounding are scored
Systems in scope
The membranes and makers your reviewer picks from the sample
System rules
The maker's published requirements, confirmed by a person
Price
A range for running quotes live, set out before the first draft
NDA
Signed before any spec or takeoff moves

// How it's judged

Each draft beside the quote your desk built

Line by line
On quotes already sent
On the same 20 to 30 packagesWhat your team quotedThe draft
Membrane type, thickness, color and roll widthFilled in on your packagesFilled in on your packages
Insulation layers and thickness by roof areaFilled in on your packagesFilled in on your packages
Tapered panels, flat fill and crickets from the layoutFilled in on your packagesFilled in on your packages
Fastener length and count, adhesive and primer linesFilled in on your packagesFilled in on your packages
Flashing, walkway and termination accessoriesFilled in on your packagesFilled in on your packages
Items held for a person to confirmFilled in on your packagesFilled in on your packages
Empty until then. No cell gets a value before your own packages have been read.Your reviewer scores each row and makes the decision.

// After a yes

About 30 days on roof packages coming in

Once your reviewer says yes, the same drafting runs on new specs and takeoffs for about 30 days.

A person checks every quote before a contractor sees it, and every price stays with your desk. Each draft waits for that approval before it goes anywhere.

You see the live job's fixed price before signing anything. Whatever comes next is priced separately, and monthly support starts once a job is running.

// Possible next jobs

If quotes run well, what might follow

Ranked, not promised
Each priced alone
  1. 01

    Roofing submittal sets

    The data sheets, letters and samples a won job's spec asks for, gathered in spec order for your team to send.

    Next
  2. 02

    Job-account preliminary notices

    A draft notice list for your credit manager, built from the roofer's job sheet and your delivery records.

    Then
  3. 03

    Delivery plans for roof loads

    Roof drops and storage limits pulled from the spec and lined up with the contractor's phases, for your dispatcher.

    After that

// One hard limit

It never prices a quote or decides a system qualifies.

The proof of concept never touches your ERP or a live quote, and it sends and files nothing. It never says a system qualifies for a manufacturer's warranty or meets a rating; the maker and your team settle that. A person checks every quote before a contractor sees it, and every price is your desk's.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

The range comes on the call, once we know how many roof packages your desk quotes in a month, how many makers' systems you carry, and whether takeoffs arrive with the spec.

// Questions

What roofing quote desks ask

Will the AI pick the fastening pattern or the warranty system?
No. The draft carries what the spec and the layout say and puts open questions on the confirm list. Your desk, the maker's published requirements and the contractor settle the system and the pattern.
Does it measure the roof?
No. It reads quantities from the takeoff or the plan your team used. If a job came in with no contractor takeoff, your own goes in the file, and a quantity it can't trace stays marked for your reviewer.
Does it know our item numbers and pack sizes?
Only from the item export you send. A line with no clear match stays as a description for your reviewer, and rounding to full rolls or bundles follows the rules written into the success criteria.
What if the tapered layout comes from the insulation maker?
Include it in the file. Panel names, flat fill and crickets are taken from that layout, and anything the layout and the takeoff disagree on goes to your reviewer instead of being averaged.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Start with last month's roof packages.

A 30-minute call with Rob about your company, your role, the job to test and how many roof packages your desk handles in a month. Specs and takeoffs stay with you until the NDA is signed.

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