Results Roofing
Why was the job denied?
Amanda Powell, Leadership reporting
Product
Rex handles the tasks your office never gets to.
Ask anything about your business. Hand off the work. Put the rest on a schedule. Rex works inside your CRM, accounting and email.
Today5
Pipeline report sent to leadershipEvery Monday, 7:00 AMScheduled7:00 AM
Moved 6 completed jobs to InvoicedCRM and QuickBooks updatedDone8:12 AM
Which jobs are unpaid past 30 days?3 jobs, $39,625 · in 41 secondsAnswered9:03 AMSent 14 follow-ups on quiet proposalsFrom your Gmail, after you approvedSent10:20 AMBuilt the supplement for 412 MapleFrom the measurement report and 38 photosDone11:45 AMAsk
Ask anything. Get the answer, not a report.
Plain-English questions over every system you run. Your own numbers back in seconds.
- Pipeline, margin, receivables, carriers and reps
- Reads notes and emails when the fields are blank
- Export it, or send it straight to leadership
Rex, which claims have stalled?
Analyzing your requestWorked for 3sOne of your 3 insurance claims has clearly stalled.
ClaimLast activity
Okafor, 88 Ridge Road69 days ago
Garcia, 77 Birchwood Ct5 days ago
Smith, 1418 Alder Lane8 days ago
Act
Rex doesn’t stop at the answer. It does the work.
Rex writes back to your systems. It updates the job, sends the email and builds the supplement. You decide what needs your sign-off.
- Updates jobs, stages and fields in your CRM
- Drafts and sends follow-ups from your Gmail
- Builds supplements and proposals from photos and measurements
Rex, follow up on every supplement with no adjuster response.
Analyzing your requestDrafting an email0s ✓Analyzing your request
Drafting an email
Waiting for you11sCheck this below.
Email draft
ToAdjuster · Carrier 1Cc Bcc
Follow-up: Claim 22-4418, Smith
Hi Dana,
Following up on the claim for 1418 Alder Lane, Fresno, CA. Our supplement went out on September 24. We haven't had a response yet.
Please confirm where your review stands, and whether you need more photos or measurements.
Thank you,
Ridgeline Roofing
SaveSend
Schedule
Set it once. Rex runs it every week.
The recurring work that slips through the cracks now runs on time, whether anyone remembers or not.
- Leadership reports in the inbox every Monday
- A nightly sweep for unpaid invoices
- Weekly follow-ups on stale leads and supplements
Rex, every Monday at 7 AM, send leadership the pipeline report.
Analyzing your requestScheduledHere’s the schedule.
Weekly pipeline report
Runs
Every Monday, 7:00 AM
Sends to
Leadership, by email, as a PDF
Includes
Pipeline by stage, new leads, stalled jobs and last week’s collections.
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