Manual payment workflow

How payment and onboarding starts

Early clients can start with a simple manual flow: free scan, recommended plan, service agreement, invoice or checkout link, onboarding, first weekly report.

1

Free Quick Leak Scan

We identify the first real leak worth working before asking the roofer to pay.

2

Plan recommendation

We recommend the smallest plan that can work the first leak, not the biggest plan by default.

3

Agreement + invoice

Send the service agreement and a Stripe invoice, payment link, or other approved checkout method.

4

Onboarding + roofer account

After payment, the roofer receives onboarding and a roofer account login.

Tool costs: third-party tools are separate. We do not mark up approved tool costs. Roofers pay providers directly when possible.
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