Under 15 min
Estimates ready. Down from a 2–3 day queue.
O’Danny Boy Builders
Read the story
In the film, crews send Rex five requests from the field and the truck:
The platform
Send the request from the job, the truck or the inbox. Rex handles the next step in your systems.
The work
Brooks
1418 Alder Lane, Fresno, CAOpportunity$14.2KJust now
Garcia Roof Replacement77 Birchwood Ct, Clovis, CAEstimating$18.4KOct 9
Okafor Siding88 Ridge Road, Madera, CAProposal Sent$36.9KOct 2
Patel Re-roof905 Olive Ave, Fresno, CAWon$8.4KSep 29
Nguyen Gutters212 Sierra Vista, Fresno, CAEstimating$4.9KSep 26
Smith Storm Repair63 Cedar Ave, Clovis, CAWon$22.7KSep 24
Reading company recordsChecking payments recorded on projects
Connecting to AccuLynx
Connecting to QuickBooks
Reading QuickBooks records
2 sourcesPayments reconciled with QuickBooks or Acumatica.
Photos and approvals land on the right job.
Every branch reads as one company.
Stop paying for add-ons nobody uses.
“Which jobs have payments in the CRM that never synced to QuickBooks?”

Analyzing your requestWorked for 3s
Okafor, 88 Ridge Road
Garcia, 77 Birchwood Ct
Smith, 1418 Alder LaneBilled, collected and late. Lien deadlines flagged.
Profit and commission on every job.
By trade, carrier and rep.
Where jobs and claims stall.
“What’s our profitability on roofing versus siding?”
Analyzing your requestDrafting an email0s
Waiting for you11sHi Dana,
Following up on the claim for 1418 Alder Lane, Fresno, CA. Our supplement went out on September 24. We haven't had a response yet.
Please confirm where your review stands, and whether you need more photos or measurements.
Thank you,
Ridgeline Roofing
Chased until the adjuster answers.
Drafted from the approved estimate.
Routed by area. Permits filed.
Called on cadence. Homeowners kept posted.
“Follow up on every supplement with no adjuster response.”

Analyzing your requestWaiting for you
Contracts and payments wait for sign-off.
Proposals under your floor are held.
Checked before anything goes out.
Access by role. Every action logged.
“Which proposals are going out under our price per square without sign-off?”
The system
Headquarters connects your records. Rex answers from them and takes action within your rules.
Which jobs have payments in the CRM that never synced to QuickBooks?
Rex7 jobs, $48,210 in payments missing from QuickBooks. Entries drafted for your bookkeeper.
Follow up on every supplement with no adjuster response.
Rex12 follow-ups sent to 5 carriers. I’ll keep at it until each adjuster replies.
What’s our profitability on roofing versus siding this quarter?
RexRoofing 31% gross margin, siding 22%. Siding labor ran 14% over estimate.
Who should tomorrow’s leads go to?
Rex9 leads assigned by location, trade and close rate. Waiting for your OK.
Which approved jobs have no work order? Draft them.
Rex4 work orders drafted with material lists and crew dates, ready for the production manager.
Which proposals are going out under our price per square?
Rex3 proposals held for sign-off, 6–11% under your floor.
The systems you already run stay in place.
Jobs, files, invoices and conversations in one business record.
Approvals, price and margin floors, checklists, permissions and audit trail.
He answers, acts and flags what needs your attention.
Approvals, price and margin floors, permissions and an audit trail.
Rex answers, acts and flags what needs your attention.
Proof
Contractors using XBuild.
Estimates ready. Down from a 2–3 day queue.
O’Danny Boy Builders
Read the storyClaims per manager. Up from 20–30, without new hires.
Results Roofing
Read the storyAdded coverage across 13 claims in the first 15 days.
O’Danny Boy Builders
Read the storyOn-the-spot closes. Up from roughly 15%.
American Home Contractors
Read the storyCustomer stories
How contractors estimate, supplement and close with XBuild.

