Platform

The operating layer your roofing business runs on.

One connected rail from storm lead to collected payment. Built for accountability, security, and replacing the seven tools you would rather not pay for anymore.

Pilot cohort · 2026 — operator logos coming at launch

3.2×
Faster speed-to-lead
From inbound storm signal to first contact
+$18K
Avg. supplement recovered per claim
Gaps caught before invoice goes out
−42%
Claims aging past 10 days
Adjuster timeline + AI summaries
4.92
Average homeowner review
Automated review request after job close
The platform layer

The operating layer for roofing revenue.

Every feature ties to a business outcome an owner can measure on Monday morning. Not another disconnected tool to log into.

More closed jobs

Cleaner speed-to-lead, accountable follow-up, and fewer opportunities forgotten between storm hit and signed contract.

CRM & Follow-up

Faster claim movement

Organized photo evidence, adjuster timelines, and AI claim summaries that compress the days between filed and approved.

Claims Copilot

Higher job value

Scope gaps and supplement opportunities surfaced before they disappear into a tight invoice.

Scope + Supplement

Less revenue leakage

One view of missed follow-ups, aging claims, estimate delays, production blockers, and uncollected payments.

Leakage monitor

Stronger accountability

Every role sees the next action, the owner, and the blocker. And leadership sees who is moving the work.

Role workspaces

Cleaner operations

One workflow rail from storm lead to review request. Fewer handoff drops, fewer surprises mid-month.

Workflow rail
Connected workflow

From storm lead to collected, reviewed revenue.

Scalero isn't a tool. It's the connected rail every job rides. Twelve stages, one source of truth, zero handoff drops.

  1. Storm Lead
  2. CRM
  3. Follow-up
  4. Inspection
  5. Damage AI
  6. Claim
  7. Estimate
  8. Supplement
  9. Proposal
  10. Production
  11. Payment
  12. Review
06

Claim filed with the carrier.

Job 2841 · 4118 Maple Ln. · Tom & Lisa H. · Travelers

Claim
Filed with Travelers · adjuster confirmed Wed 9 AM. AI claim summary drafted in 6 seconds from inspection photos, scope and carrier thread.
Adjuster timeline AI summary · 6s 42 photos attached

Twelve connected stages · one operating record · zero handoff drops

Revenue Leakage Monitor

See where money is slipping. Before the month closes.

A leadership command center for owners and sales leaders. One screen, one answer to the question every roofing operator asks on Monday: where are we leaking?

Revenue Leakage · This week
Owner workspace · refreshes every 15 min
Last 7 days Compare ▾ Export
At risk Missed follow-ups 12 vs last week ↑ 4
Aging Aging claims 5 avg age ↑ 11 days
Slow Estimate delays 3d avg vs target 1d ↑ 2d
Opportunity Supplement gaps $18.4K unrealized value ↑ $4.2K
Blocked Production blockers 4 across 3 jobs
Outstanding Uncollected payments $26.7K aging 30d+ ↑ $3.1K
One platform, not seven tabs

Replaces the bloat. Connects the rest.

Scalero is a consolidation, not another tool on the pile. The categories below collapse into Scalero. The utility services you already pay for stay where they are.

Replaces

Tools you can cancel after Scalero goes live.

These categories of software are absorbed into Scalero. One operating record, one bill, one team trained.

Roofing CRMs JobNimbus, AccuLynx, Roofr

Pipeline, leads, tasks, activities, call logging. All native in Scalero.

Weather & storm data providers HailTrace, BuildZoom, WeatherFusion

Storm map, hail/wind overlays, property impact data, lead scoring by severity.

📐
Measurement tools EagleView, HOVER, Roofr Measure

Roof measurements, slope diagrams, scope auto-population from inspection.

Public adjuster tools Symbility, Xactimate workflow

Scope builder, supplement detection, claim summaries, adjuster timeline.

Spreadsheets & whiteboards Excel pipelines, Trello boards, sticky notes

Pipeline, follow-ups, handoff boards, leakage reports. Native, accountable, audited.

Connects

Utility services Scalero plays nicely with.

The plumbing of your business. Keep them, log in once, and let Scalero do the orchestration.

Insurance carriersTravelers, State Farm, Allstate
eSignDocuSign, PandaDoc
PaymentsStripe, Square, ACH
Email & SMSTwilio, SendGrid
CallingTwilio Flex, Aircall
📅CalendarGoogle, Outlook
Cloud storageGoogle Drive, Dropbox
Webhooks & APIREST, Zapier, Make

One bill instead of seven. One team trained instead of seven. One source of truth, period.

Security & compliance

Built for the operators who run real money through it.

Workspace isolation, role-based access, encryption in transit and at rest, audit logging, and a SOC 2-ready architecture from day one.

🔒Row-level security

Every record gated by company, role, and assignment. Reps never see what they shouldn't.

🛡Role-based access

Owner, sales leader, rep, estimator, claims, production, admin, homeowner. Each scoped tight.

Audit logs

Every workflow change is logged with actor, timestamp, and before/after.

Encryption everywhere

TLS 1.3 in transit. AES-256 at rest. Per-tenant data isolation in Postgres.

Daily backups + PITR

Point-in-time recovery on every workspace. Disaster scenarios have a playbook.

SOC 2-ready

Architecture aligned to SOC 2 Type II controls. Vendor list and DPIA available on request.

Pilot cohort · 2026

Apply for the Scalero pilot.

Limited cohort. Founding pricing locked for year one. Two-week onboarding from kickoff to a live pipeline running your real storm cycle, your real claims load, your real revenue motion.

Onboard
2 weeks
From kickoff to live pipeline
Roles supported
9
Owner → Homeowner
Workflow stages
12
Storm lead → Review
Security
SOC 2-ready
RLS · Audit logs · Encryption