Recent Projects
Step 1 — Upload & Analyze PDF
Upload a pre-cleaned inspection PDF (deficiency list + building map pages). Text pages become issue names; map pages are counted by Claude Vision.
Materials for this project
Restrict which material categories the pickers in this project offer. Leave all unchecked to allow every material. (Categories are managed in the Material Database.)
Step 4 — Calculate Estimate
Roll up the configured issues into materials, labour (incl. building set-up), and a subtotal. Only counted issues that are not per-location or optional are included. Recalculate after editing counts or configs above.
Step 5 — Export to Excel
Download a 3-sheet workbook: Estimate (materials + labour as static values, financial summary as live Excel formulas), Supplemental (per-location + optional issues), and Raw (flat table for Dataforma). Uses the same calculation as Step 4 — recalculate there first if you edited counts or configs.
Material Database
Your material groupings (e.g. membrane system, coverage approach). These are the classifier the site-visit assembly picker filters by — a material can be in several.
Reusable across every site-visit project. An assembly is a named set of your materials (e.g. Self-adhered TPO). Assigning an assembly to a roof section copies its materials in (then editable per section). Tag each material's system (TPO/SBS/EPDM/Shingle) on the material itself to filter the picker.
Reusable across every site-visit project. Equipment you rent (boom lift, scaffold), bins for tear-off, and the disposal fee itself. Adding one to a project copies its values in, so changing a price here never moves a quote you have already given.
The roof build-ups you tear off, reusable across every site-visit project. Setting one on a roof area is what turns its measured area into a disposal weight and volume.
A square is 100 square feet — the unit roofing is measured in, so a 1,200 SF area is 12 squares.
Tonnes per square is what the transfer station bills you for, so every system needs one.
Cubic yards per square is optional and is only used to work out how many bins the tear-off fills; leave it blank if you have not measured it.