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Case studyExample business, real tools, estimated numbers

Seven AI agents run a roofing company the night of a hail storm

In this case study, seven AI agents run the night after a hail storm for a small roofing company in Fort Worth, Texas. Sixty homeowners call. The agents answer every one, put active leaks first, sort the photos, book 41 inspections and build nine claim packets. Nothing that commits money or promises a claim happens overnight: at 8 AM the owner signs off on the estimates himself.

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Business
Copperline Roofing, Fort Worth, Texas
Size
The owner and a crew lead with his crew
The night
9:04 PM hail to 8:00 AM
Agents
Seven: Otto, Intake, Dispatch, Photos, Claims, Money and Guard
Tools
AccuLynx CompanyCam EagleView Claude
Build time (estimate)
About three weeks, before storm season
60of 60
storm calls answered overnight (from voicemail and callbacks)
One night
41
inspections booked by morning, leaks first
One night
0
promises on a claim or deductible waivers
By design
Cover of the guide: The AI Roofing Night Shift

Free guide · PDF · 76 pages

The AI Roofing Night Shift

Implementation guide for storm and restoration roofers: the seven agents with their build specs, the Texas rules, the rollout and the templates.

View the guide Download PDF

The situation

Hail turns a roofer's phone into a flood. In 2025, damaging hail hit more than 235,000 Texas homes, far more than any other state, according to Cotality's 2026 storm report.

The first night decides a lot. Homeowners with water in the kitchen call whoever answers. The rest want an inspection before the next rain, and many ask the questions a roofer must not answer the wrong way: will insurance pay, and can you cover my deductible.

In this case study, hail hits Fort Worth at 9:04 PM. Linda, in Keller, calls at 9:14 PM. Water is dripping through her kitchen ceiling.

How the night used to go

At a small roofing company, storm calls go to voicemail or to the owner's cell until it dies. The next morning is spent calling back, sorting leaks from inspections, and finding the photos and measurements each claim needs.

The callers who waited the longest have already booked another roofer, sometimes one who promised what Texas law does not allow.

The agents

Seven agents, each with one job and a written rulebook, all working inside the roofer's own tools. Otto runs the night.

OttoLead

Runs the night, keeps the tally, and briefs the owner by voice at 6:55 AM.

Never prices a job or signs anything.
Intake

Answers every call in seconds, says it is AI, asks about safety first, gives the leak steps and sends a photo link.

Never promises that insurance will pay.
Dispatch

Puts active leaks first, builds the crew's morning routes and books the inspections.

Never books outside the service area or the crew's hours.
Photos

Sorts every homeowner and crew photo into CompanyCam and drafts the damage report.

Never edits or adds to a photo.
Claims

Builds each claim packet: photos, EagleView measurements and the hail report for the date of loss.

Never negotiates the claim for the homeowner.
Money

Tracks the deductible, the first check and the depreciation the insurer holds until the roof is done.

Never waives, rebates or absorbs a deductible.
Guard

Checks every message: no promises on the claim, no deductible offers, AI disclosed, texts only with consent.

Never lets a message through that breaks a rule.

Step through the night

Press play, or tap any time, to follow the night from the first hailstone to the owner's signatures.

The night of the storm
9:04 PM
Otto

Hail hits Fort Worth. The phone lights up with call after call.

1 / 8

Where the claim money goes

Money tracks every dollar of a claim so nobody is surprised at the end. Policies differ; every figure here is an example, and the insurer decides.

LineAmountWho
Approved replacement$17,600The insurer's scope
Deductible$2,000The homeowner pays it; no roofer may cover it in Texas
First check$11,900From the insurer
Held until the roof is done$3,700Released by the insurer on proof of completion
Supplement asked+$1,150Pending; the insurer decides
 Example figures for one claim.

The stack

The roofer keeps his tools. The agents work inside them.

AccuLynx, jobs and estimates CompanyCam, photos EagleView, measurements Claude, the agents
  • AccuLynx holds each job: measurements, photos, the estimate, supplements and the material order. The owner signs estimates there.
  • CompanyCam holds every photo, from the homeowner and from the crew. Photos sorts them into the right job.
  • EagleView measures the roof from its own imagery. Claims attaches the report to each packet.
  • Xactimate is how carriers scope the work. Claims prepares the line items for the owner to check.

Before and after

MomentBefore (typical)With agents
Storm callsVoicemail, returned the next dayAnswered in seconds, safety first
Active leaksMixed in with everything elseSorted first, tarp routes ready at 5:40 AM
InspectionsBooked by phone over days41 booked by morning
Claim packetsBuilt by hand, job by jobNine ready, with photos and measurements
Deductible questionsAnswered however the caller hears itDeclined by the rules, flagged for the owner
EstimatesRushed between callsSigned by the owner at 8 AM
 Before: a typical roofing company, estimated. With agents: the night in this case study.

The value, and how we estimated it

Counted in hours and outcomes, with each assumption written out so you can redo the math with your own roofing company's numbers.

ValueEstimateHow we estimated it
Owner's hours back after a stormabout 2 daysThe calls, sorting and packet building of a 60-call night move to agents; the owner keeps the calls that need him.
Storm calls answeredall of themEvery call goes to Intake instead of voicemail.
Claim packets readythe next morningPhotos, measurements and the hail report are gathered overnight.
Deductible offers madenoneGuard blocks any message that offers to cover or rebate a deductible.
 Estimates, with every assumption shown.

How a build like this would run

Estimated for a roofing company of two to ten people on AccuLynx, CompanyCam and EagleView, built before storm season.

  1. Week 1

    Map

    Listen to last season's storm calls, read the contracts and claim packets, write the safety script and the Texas rules with the owner. Agree on the result, for example: every storm call answered, and every packet ready within a day.

  2. Weeks 2 to 3

    Build

    Intake and Dispatch first, then Photos and Claims. Money and Guard are built with the owner, rule by rule.

  3. First storm

    Prove

    Measured from the phone log and AccuLynx: calls answered, leaks tarped, inspections and packets.

  4. Every month

    Stay

    A report, rule updates, readiness checks before each storm season, one improvement a month.

What stays with the people

The AI answers, books and documents. The owner prices, signs and decides.

No promise on the claimThe insurer decides. Texas bars a contractor from acting as the homeowner's adjuster on its own job (Insurance Code 4102.163).
No deductible waiversA contractor may not waive, rebate or absorb a deductible in Texas (Business and Commerce Code 27.02).
Three days to cancelA contract signed at the homeowner's home carries a three-day right to cancel (FTC Cooling-Off Rule, 16 CFR 429).
Safety firstStay off the roof, keep away from wet outlets. The AI never sends anyone onto a roof.
The AI says it is AIOn every call and text, and it texts only people who said yes.

What's in the guide

The full implementation guide behind this case study, 76 pages, free to read and to download.

  1. The business reality: how storm and restoration roofers work, their tools and their busiest nights, with sources.
  2. One storm night at Copperline, minute by minute.
  3. The seven agents: a job card and a build spec for each.
  4. The rules: Texas deductible and adjuster law, the cooling-off rule, safety, texts and calls.
  5. Build and run it: the stack, the data flow, the rollout before storm season and the numbers to track.
  6. Templates and appendices: the Claude skill and its files, scripts, a glossary and every source.

View the guideDownload PDF

Read the video transcript

Narrator: Hail hit Fort Worth at nine PM. By morning, sixty homeowners had called this roofer. Seven AI agents answered every one while the owner slept. Last year, damaging hail hit over two hundred thirty-five thousand Texas homes. And the blueprint is free.

Narrator: Otto runs the company, with six specialists: Intake, Dispatch, Photos, Claims, Money, and Guard. All inside the roofer's own tools.

Intake (AI): Copperline Roofing, this is the AI assistant. First, is everyone safe?

Linda: Yes, but water is dripping through my kitchen ceiling!

Intake (AI): Okay. Stay off the roof, keep away from wet outlets, and put a bucket under the drip. A tarp crew comes at first light.

Linda: Thank you. Will insurance pay for a new roof?

Intake (AI): I can't promise that. Your insurer decides. I'll text you a link for photos, and the owner calls you in the morning.

Narrator: Intake answers every call in seconds, and says it's AI. Dispatch puts active leaks first and books the inspections. Photos sorts every picture into CompanyCam and drafts the damage report. And Claims builds each packet: photos, EagleView measurements, and the hail report for the date of loss.

Narrator: But nothing that commits money or makes a promise happens overnight. No promise the claim gets paid. No deductible waivers, and no negotiating the claim. In Texas, a roofer can't do either. Estimates and contracts wait for the owner.

Dispatch (AI): Morning, Mike. Fourteen active leaks overnight. I sorted them into two routes.

Mike: Rain's done?

Dispatch (AI): Cleared at four. First stop is Linda in Keller, water in the kitchen.

Mike: Got it. Tarps first, photos on every roof. Rolling at seven.

Ray: Morning, Otto. How bad was it?

Otto (AI): Sixty calls overnight. Fourteen active leaks, and Mike's crew is rolling. Forty-one inspections booked. Nine claim packets are ready, and three estimates need your signature.

Ray: Did anyone ask us to cover their deductible?

Otto (AI): Two. I told them Texas law doesn't allow it, and flagged both for you.

Ray: Good. I'll call Linda first.

Narrator: At eight, the owner signs off on three estimates in AccuLynx. And every contract signed at a kitchen table goes out with the homeowner's three-day right to cancel.

Narrator: And Money tracks every dollar of each claim: the deductible the homeowner pays, the first check, and the depreciation the insurer holds until the roof is done.

Narrator: The AI answers, books and documents. The owner prices, signs and decides. Comment ROOF, and the blueprint is yours.

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