Today
TRUAGENT / DAILY BRIEFING
Make the next right move.
Your operations foreman for jobs, crews, money, and the decisions that keep work moving.
PRIORITIES
My Day
Connected tools for the same roofing operation. External apps open in a new tab; your job context stays in place.
AI ASSISTANT
Jobs · Documents · Operations
Jobs
No jobs synced yet
Jobs appear here once Roofr is connectedScan Receipt
Snap a photo of your receipt — we auto-fill the rest. Two taps: photo, then Submit.
Location will be captured to auto-match the job.
Expense Review
No expenses pending review
My Expenses
Every receipt you scan lands in your weekly report automatically (weeks run Monday–Sunday, Eastern time, by the date printed on the receipt).
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Expense Reports
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Production
Select a job to view production dashboard
QA readings, coat progress, punch list, and weatherSales Pipeline
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Renewals Due
Roof Measure
Type the address and hit Measure. The roof gets outlined, measured, and itemized for you — if the pin lands on the wrong building, drag it onto the right roof (or just tap the roof). Field-verify before ordering materials.
More options
Pitch factor 1.0 = flat/low-slope. Raise it for pitched roofs.
Recent measurements
Customers
Inbox
Select a conversation
Inbound email & SMS land here, threaded by customerSchedule
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New Assignment
Assign a crew name, a specific field user, or both. Double-booking a specific rig on the same day is hard-blocked.
Dispatch Sheet
Sends a field-safe crew sheet (no financials). Leave crew blank for all jobs scheduled that day.
Material Staging
Click Check to flag un-staged jobs coating in the next few days.
Equipment
Documents
Field crew see files they uploaded and files linked to their assigned jobs. The company AI corpus is indexed by office managers.
No documents uploaded
Upload estimates, specs, contracts, or any job filesFinancials
Select a job to view profitability
Revenue, costs, and margin will appear hereCompliance
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AI Actions
No pending AI actions
A persona's proposed email, SMS, job update, or pipeline move appears here for approval.Zapier Webhook
Only a masked hint of the secret is ever shown here — the real value lives in the ZAPIER_SECRET environment variable. Paste the webhook URL into Zapier's "Catch Hook" trigger and include the real secret in the payload's "secret" field.
Users
Ops & Delivery Queues
Email Outbox
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SMS Outbox
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Cron Log
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Unlinked Proposals
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Weather Profiles
Application-window limits per coating system. Used by the per-job weather check, the schedule verdicts, and the field application check.
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Roofr Bulk Import
Paste a Roofr export — JSON ({"jobs":[…]} or a bare array) or CSV with a header row. Runs the same typed upsert as the Roofr webhook, per-record error collection, one save.