Work order 261401 / 06
Call
- Caller
- M. Okafor
- Address
- 1418 Linden Ave
- Source
- Inbound call, missed
- Next
- Office approves text-back
StatusCaptured
Home services · roofing first
Your leaks are noton the roof.
They are between the field and the office. We build the system that closes them.
Arkode maps how your company actually runs, connects sales, field, and finance into one setup, and staffs it with AI agents that recover missed calls, push jobs to invoice, and chase what you're owed. Your office approves every move.
The roof · solid
Leak · Missed callLeak · Sunday re-entryLeak · Day 60$3M to $50M15 to 200 field staffLive in 12 weeks
The leak chain
Revenue leaks where work moves between people and disconnected tools.
Not one big hole. Seven small ones, in a row, every week. Read them in order; you will recognize the week.
01
The call rings out
A homeowner with a leak calls the next roofer on the list. That call was worth $200 to $500.Conservative assumption · sources in the calculator
02
The estimate goes out slow
The measurements sit in a phone. The bid goes out Thursday. The competitor's went out Tuesday.
03
Nobody follows up
The estimate is out, the crew is busy, and the follow-up loop still belongs to you.
04
Handoffs live on paper
Job packets, change notes, supplements. Supplements stall in inboxes.
05
Sunday is data entry night
The week's tickets get re-keyed into QuickBooks by the one person who can't quit.
06
Receivables age past 60
The crew starts the next job. The money waits.
07
You are the integration.
The owner carries the whole loop in one head and one phone. That is the system.
The missed-call figure is a conservative assumption; published estimates run to $1,200 per missed call. Sources in the calculator.
Recognized more than one link? Score your own chain with the 7-leak self-audit. About 15 minutes, no email, and the scorecard prints on one page.
One job, call to paid
One work order, first call to paid invoice.
Follow a single job through the setup we build. Six handoffs that leak money in most operations; here the system carries each one, and a person approves anything that touches money or the customer.
Stage 01 · CALL
7:42 AM. The phone rings. Nobody's in yet.
The call is captured, transcribed, and turned into a lead. The agent drafts the text-back; your office approves it before anything reaches the caller.
Stage 02 · ESTIMATE
Scoped and priced before lunch.
Roof measurements, photos, and scope come together in one estimate the same day. The estimator approves and sends it; follow-up drafts queue for day 2 and day 5.
Work order 261402 / 06
Estimate
- Scope
- Tear-off + re-shingle, 28 sq
- Photos
- 14 attached
- Sent
- By estimator, 11:52 AM
- Follow-up
- Drafts, day 2 and day 5
StatusEstimate sent
Stage 03 · DISPATCH
The crew knows before the office does.
Accepted estimate becomes a scheduled job. Crew assigned, materials ordered, and the office approves the homeowner notice. Same schedule on every phone, including the truck.
Work order 261403 / 06
Dispatch
- Crew
- Crew 3, lead: R. Delgado
- Materials
- Ordered, ETA Thu
- Homeowner
- Notice approved, sent
- Schedule
- Fri 7:00 AM
StatusCrew assigned
Stage 04 · JOB RECORD
The field documents itself.
Photos, materials used, and hours flow in from the crew's phones as the work happens. No Sunday-night reconstruction of what happened on Friday.
Work order 261404 / 06
Job record
- Photos
- Before / during / after
- Materials
- Logged from field
- Hours
- Captured per crew member
- Completion
- Signed off on site
StatusDocumented
Stage 05 · INVOICE
Job closed. Invoice exists.
Closing the job creates an invoice draft from real materials and real hours. Your office approves it before it posts to the books or reaches the customer.
Work order 261405 / 06
Invoice
- Basis
- Actual materials + hours
- Created
- Draft, on job close
- Approved
- Office, then posted once
- Terms
- Net 15, reminders drafted
StatusInvoiced
Stage 06 · PAID
Cash lands. The owner reads one brief.
The agent drafts reminders at the agreed aging intervals; your office sends them. Every morning the owner gets one brief: jobs, margins, receivables, and what needs a decision today.
Work order 261406 / 06
Paid
- Receivables
- Drafts, office sends
- Payment
- Landed, day 9
- Margin
- Visible per job
- Owner brief
- Daily, 6:30 AM
StatusPaid
Illustrative job. This is the system we install, not a client's record.
Built for trade reality
The front office answers phones. We build everything behind it.
AI receptionists are funded, consolidated software, and we work alongside them. The AI receptionists own the phone. We build the middle and back office behind it: job costing, AP and AR, production workflows, finance. That is our lane.
01
Paperwork the trades actually run
Supplements, G702 and G703 pay applications, COIs, PM agreements, route density. Configured before kickoff, not discovered after.
Pre-configured in the Blueprint
02
Agents on trade workflows
Missed-call recovery drafts the text-back and holds the estimate slot. Job-to-cash drafts the invoice the day a job closes. Collections drafts the day-31 reminder with history attached. Your blueprint decides the roster.
Agents draft. Your office approves. Every action logged.
03
Dashboards built for the trade
Sold, scheduled, completed, invoiced, and collected in one weekly view the owner and the office both trust. No Sunday spreadsheet.
One operating dashboard
The pathway
Blueprint first, build second, agents after. In that order.
Weeks 1 to 4
The Operations Blueprint
We map how your operation actually runs: every lead, estimate, job, invoice, and follow-up. Every tool you own gets a keep, connect, or replace verdict. You sign before we build.
"If at the end of Phase 1 you are not fully confident in the foundation we've built together, Arkode will return your full Phase 1 investment. No questions asked."
Weeks 5 to 12
The System Build
One operating layer connecting sales, field, and finance: configured infrastructure, not custom software. Your data migrated, your team trained role by role. First automation runs by Week 8. Scope locked at the signed blueprint.
"Arkode does not leave until the system runs per the agreed blueprint."
Ongoing
Managed AI Operations
Named agents working inside your system, tuned to trade workflows. A monthly measured report of what they recovered, in dollars and hours. A person approves anything that touches money or a customer.
The retainer expands one workflow at a time, and each addition is measured in the monthly report before the next one starts.
The trades
Roofing came first. The system carries the trade.
Run your own numbers
Know your number before you call us.
Three calculators, in the open. No email required for any of them.
Fair questions
You have been sold software before.
We already bought software that didn't stick.
That is why the Blueprint comes first: mapping, a verdict on every tool you own, and your signature before we build. Phase 1 is refund-guaranteed in writing.
Is this one of those AI receptionists?
No, and we work fine alongside them. Answering the phone is the front office. We build the middle and back office: job costing, AP and AR, production workflows, finance. That is where the money leaks.
My crews won't touch new software.
The field keeps working the way it works. The system carries the handoffs: the job record, the invoice draft, the follow-up. Training is role by role, and your office approves anything an agent drafts.
How long until it runs?
Twelve weeks. Blueprint signed by Week 4, first automation targeted for Week 8, the whole team on the system at Week 12. Scope locks at the signed blueprint, so the clock holds.
30 minutes · no deck
Walk us through a week. We'll show you the leaks.
Thirty minutes on the phone about how your operation actually runs. If we can't help, we say so in the first half hour and point you somewhere better.