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How It Works

A Real Person Has the Final Say.
The Software Decides. The AI Never Does.

Yes, there's smart software under the hood. Here's exactly what it does — and what it never gets to do. Your rules are wired in as hard guardrails, the app makes the real decisions, and nothing reaches your homeowner until a person checks it.

The Path Every Message Takes

Six Gates Before a Homeowner Ever Sees a Text.

01

Compliance check — runs first, in code

Before anything else happens, the system checks for STOP / opt-out / HELP. If a homeowner ever opted out, nothing goes out. This is the very first gate, and it's code — not a judgment call.

02

YOUR rules — hard guardrails

Your hours, your service ZIP codes, your no-go topics, your required disclaimers, your escalation triggers. These are wired into the system as rules it physically can't break — not suggestions.

03

A draft is written — inside the box

Only now does the assistant draft a reply, and only inside the box your rules allow. Drafting a message is the ONLY thing the AI does. It never sends, books, or decides on its own.

04

The app decides — not the AI

The software makes the real decisions: an active-leak or storm call is forced to a human, any draft that tries to quote a price or say “guarantee” is blocked, and anything off-pattern is escalated instead of sent.

05

A real person reviews it

Every drafted message lands in a review queue. During your pilot, our team reads every single one — approve, edit, reject, or flag-for-tuning. Nothing reaches your homeowner without a person signing off.

06

It sends — then logs into your CRM

Once it passes your rules, the app, and a human, the text goes out in your shop's voice — and the whole interaction is logged into AccuLynx or JobNimbus. Nothing re-typed.

Your rules are like a torque-wrench setting.

Set a torque wrench and it physically can't over-tighten past where you set it. Your rules work the same way — they're enforced in the code, so the assistant can only ever draft inside the box you allow. It can't decide to go past it.

A foreman signs off before the crew rolls out.

You wouldn't let a crew leave the yard without a foreman's check. Same here: every message gets a real person's eyes before it reaches your homeowner. If a draft breaks a rule, it's blocked, rewritten, or escalated to us — never sent on a guess.

The Promise

Whatever's on Your Rules List Happens — Every Time.

Because your rules are enforced as code, not left to a robot's judgment. A few that hold 100%:

Never quotes a price

Never promises an appointment time you didn't approve

Never texts a number that replied STOP

Only contacts homeowners in your service ZIP codes

Never texts outside the hours you set

Always hands active-leak & storm emergencies to a person

Says exactly the disclaimers you require

Sounds like your shop — not a call center

Before Your Pilot Starts

We Sit Down and Build Your Rules List Together.

We gather what we need to tune everything to YOUR business first. Whatever you put on this list is locked into the system from day one.

Your services & what you DON'T do

e.g. no flat roofs, no mobile homes

Your service area

the ZIP codes and cities you'll travel to

Your hours & after-hours rule

when to reply instantly vs. send an after-hours note

Your booking link

so booked jobs drop straight onto your calendar

Who to call when a lead is HOT

your cell, your office, in the order you choose

Your voice & any must-say lines

how your front desk talks, and required disclaimers

Your CRM

AccuLynx, JobNimbus, or a webhook to anything else

Your consent basis

so every message is TCPA-aware from day one

Want to See It Run on Your Calls?

Book a 30-minute call. We'll build your Rules List and show you exactly what gets reviewed before anything sends.

Book a Pilot Call
Built for Roofers Only
24/7/365 Coverage
Every Convo Human-Reviewed
Wired Into AccuLynx + JobNimbus