Roofing · EagleView

EagleView + AI: Faster Estimates, Better Follow-Up

Your AI agent connects to your EagleView workflow and follows up on every estimate built from aerial measurements — turning accurate quotes into signed contracts.

How It Works

EagleView gives you accurate measurements. Your AI agent takes over when the estimate hits the customer's inbox — following up at the right time, answering questions about the measurement accuracy, and converting prospects to signed jobs.

Automated Workflows

  1. 1

    Estimate sent based on EagleView report → follow-up sequence starts

  2. 2

    Customer questions accuracy of measurements → agent explains aerial methodology

  3. 3

    Insurance claim estimate → adjuster-aware follow-up messaging

  4. 4

    Estimate accepted → job scheduling triggered

  5. 5

    Multiple bids in play → agent highlights EagleView accuracy advantage

Data Flows

What moves between EagleView and your AI agent — and when.

  • Estimate sent (with EagleView report) → agent starts follow-up
  • Customer response → routed to sales rep if complex
  • Estimate accepted → CRM/job management updated
  • Insurance flag → agent adjusts messaging for claim process

Setup Overview

The agent integrates with your CRM (AccuLynx, JobNimbus) which receives EagleView report data. Estimate send events trigger agent follow-up. Setup takes 30 minutes.

Connect EagleView to Your AI Agent Today

Set up your EagleView integration in under 30 minutes. No technical skills required.