When final inspection passes, AI assembles warranties, photos, and documentation into a polished closeout packet — pre-addressed, CC'd, and ready to send.
Inspection
Final Passed
Trigger fired
Docs
Package Assembled
6 documents
Draft Ready
Candy CC'd
Task
Review & Send
1 click to close
Manual assembly is creating delays, gaps, and frustrated homeowners
Manual closeout assembly creates gaps and frustrated homeowners. Automation closes the loop every time.
Manual Closeout Process
60 min
Per Job Closeout
Often
Candy Not CC'd
0%
Visibility for Owner
Automated Closeout Packages
1 click
To Send Package
Always
Candy CC'd
100%
Owner Visibility
Final inspection passes
Someone has to notice and manually kick off the closeout process
Final inspection passes — trigger fires automatically
AI detects the result and immediately begins assembling the package
Admin manually gathers documents
Hunts through CompanyCam, email, vendor portals for warranties, photos, insurance docs
AI assembles the full closeout package
Warranties, photos, insurance docs pulled and organized into a Google Drive folder automatically
Email written and sent manually
Tanya composes the email, attaches docs, and sends — Candy often not CC'd
AI drafts the email — Candy already CC'd
Pre-written email in the inbox with correct homeowner address, docs attached, Candy CC'd automatically
No confirmation for the owner
Candy can't verify if it was sent — has to ask Tanya or check her inbox
Asana task created to review and send
Admin gets one task: click the Drive link, confirm docs, hit send — done in under a minute
Warranty registration often missed
Vendor portals require manual entry — easy to forget under high job volume
Warranty registration prompted automatically
Asana task includes all pre-filled details for the vendor portal — copy, paste, done
Homeowner calls asking for documents
Candy can't answer — creates friction and damages the post-job experience
Owner has full visibility at every step
Candy is CC'd on every closeout email and can see status in Asana instantly
Gaps, Missed Docs, Frustrated Homeowners
Every Job Closed Perfectly. Every Time.
Assembly Time
60 min → 1 click
Owner Visibility
None → complete
Missed Steps
Frequent → zero
Five steps from inspection to homeowner delivery
The automation detects the passed inspection — whether from a portal, email notification, or status change — and immediately triggers the closeout workflow. No one has to notice or act first.
Warranties, job photos from CompanyCam, insurance documents, and any other required files are pulled and organized into a single Google Drive folder — automatically, without anyone lifting a finger.
A professional closeout email is pre-written and waiting in the inbox — correct homeowner address, all documents attached, and Candy automatically CC'd on every single one. No more oversights.
Admin receives one Asana task: click the Google Drive link, confirm the documents look right, and hit send. The entire process takes under a minute — no building, no searching, no composing.
Every homeowner gets a professional, complete closeout package the same day their inspection passes. No waiting, no follow-up calls, no missing documents — just a great final impression.
Real results for roofing contractors
What used to take 60 minutes of manual assembly happens automatically the moment inspection passes.
Candy is CC'd on every closeout email automatically. No more wondering if it was sent.
Every warranty registration is prompted with pre-filled details. Nothing slips through at the finish line.
Homeowners receive a polished, complete package the same day. Fewer calls, better reviews, stronger referrals.
Seamless integrations with the tools you already use
"I'd get a call from a homeowner asking where their warranty was and I couldn't even check — it was in Tanya's inbox. Now I'm CC'd on everything automatically."
Owner
Mid-Sized Roofing Company
See exactly how this would work inside your roofing operation.
Free 30-minute consultation • No commitment required