Design 6
AI Ops Partner
Partnership Proposal
July 20, 2026  ·  Ref: D6-2026-RF-02
Client: Roofix, via Erin Madsen
Project: Door-to-Door Sales Platform
Presented by: SME Team, on behalf of Design 6
Partnership Proposal

Roofix Canvass
Sales Platform

Live interactive demo: roofix-canvass-demo.pages.dev →

Reps have no dedicated way to track which homes they've hit, log storm damage and insurance-claim status at the door, or hand approved leads to the office — that information lives wherever each rep happens to write it down. The demo above is a working, interactive build of what a real system looks like for Roofix. Below is what it takes to bring it to production, and a note on why the price is shown as a range today.

$14.5K–18.5K
Pilot Build
Range — Firmed Up on a Call
What's Getting in the Way
01 — The Gap

For a storm-driven roofing business, the door is the highest-value moment in the entire sales cycle — the day damage is fresh and the homeowner is paying attention. Every knock that doesn't get logged consistently is either a lead that has to be re-knocked from scratch, or one that's lost outright.

Right now there's no dedicated tool for this. The demo shows what a purpose-built one looks like: territory mapping, at-the-door disposition logging, storm-damage and insurance-claim tracking, and a lead pipeline connecting the field to the office.

What This Means for Your Business
02 — The Platform

The demo shows five connected pieces working together — all of it, including the manager dashboard and the AI-powered features, is included in the one build price below. Nothing shown today is gated to a higher tier.

What Gets BuiltWhat It Means for You
Territory Map Every rep sees their assigned territory and every door's status at a glance — no more guessing who's already knocked where, no double-coverage or missed streets.
Door Detail & Disposition Logger Roof age, material, and damage type captured on the spot, with photo documentation — the exact information an insurance claim needs, recorded while it's fresh.
Insurance Claim & Adjuster Tracking Claim status and adjuster-meeting scheduling live on the lead itself, so nothing falls through the crack between "damage found" and "claim approved."
Rep & Manager Dashboards Reps see their own numbers and stay motivated; management sees the whole team's activity and close rates without having to ask.
Lead Pipeline Every lead visible in one place from first knock to closed deal — a clean handoff from field to office instead of leads living in someone's head.
Investment
03 — What It Takes to Go Live

The demo runs on sample data with no live backend. Taking it to production means real accounts for every rep, a live database, offline-capable field logging, and a photo-storage pipeline. The numbers below are a range, not a fixed quote — see why directly underneath.

Pilot Build
Production Platform
$14,500–$18,500
Flat fee · 50% to start, 50% at delivery
4–6 weeks from kickoff. Covers real accounts and auth, a live database, offline-capable field logging, and photo upload/storage — everything shown in the demo, wired to real data.
  • Real accounts and authentication for every rep and manager
  • Live database — territory, door logs, and leads sync across the team
  • Offline-capable field use — reps can log doors without signal
  • Photo upload and storage for damage documentation
  • All source code — yours to keep
After Launch
Ongoing Support
$750–$950
/ month
Keeps the platform running, patched, and responsive as your team actually uses it in the field — bug fixes, small refinements, and priority response if something breaks. 30 days written notice to cancel.
  • Priority response if something breaks in the field
  • Small refinements as real usage surfaces friction
  • Direct access — not a ticket queue
  • Monthly note on what changed
Why This Is a Range, Not a Number

This proposal is going out without a discovery call — Ammon wasn't able to join today's session, so rather than guess a single number, we're giving you a defensible range now. The exact figure depends on your team's actual scale: how many reps, how much lead volume, and how that shifts during storm season. We'll confirm the final number on a short call rather than lock it blind.

What We Need to Confirm the Final Number
  1. How many reps are actively knocking doors on a typical week, and how much does that swing during storm season?
  2. Roughly how many leads or doors get logged per week today, and where does that information go right now?
  3. What's a closed roofing job worth to you on average?
What's Next
04 — Not Priced Today

A few things are worth naming as real possibilities without attaching a number to them yet — each is a meaningfully different scope of work, best priced once the core platform is live and we know your data volume.

Scope Boundaries
05 — What's In / What's Next

This engagement covers the canvassing platform itself. A few things are worth naming up front so there's no surprise later.

Included in This Engagement
  • Territory map, door logging, and insurance-claim tracking, wired to a live backend
  • Rep and manager dashboards with real activity data
  • Lead pipeline, connected to the field-capture workflow
  • Installable PWA — reps add it to their home screen, no app-store submission
  • Roofix branding throughout
Deferred to a Later Phase
  • Native iOS/Android apps (this stays a PWA)
  • In-app insurance payment processing
  • Direct integration with a specific CRM or insurance carrier API
  • Satellite/aerial roof measurement
  • Multi-office or multi-brand support beyond Roofix
How We Work Together
06 — What to Expect

Ready to move forward?

Ammon couldn't join today's session, but he's happy to hop on a short call to walk through the demo live, answer questions from the team, and confirm the exact number for your scale.