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Stacks AI Studio / Roofing Contractors
AI for Roofing Contractors
"I feel behind on AI, and there is no chance I can catch up." If that is the sentence in your head, you are exactly who I work with. I am not selling software or theory-based advice. I run my own ten person managed services business on Claude, I know the value it adds every week, and now I help owners do the same inside roofing contractors like yours: your team trained, jobs automated, hours saved. Saying yes to starting puts you ahead of many of your competitors.
Experience, Not Theory
That is our first four automations at Stacks, across a ten person team. We took on more clients, and gross margin went from 26% to 56% in twelve months. AI was not the only driver. It was the biggest one. It also set a new standard for what my team sends out: the same bar for research, formatting, and finish on everything that leaves the building, no shortcuts.
Casey Templeton, Founder of Stacks. Nashville.
"In one week I went from a two-hour session with Casey to a brand new marketing site and firing the marketing firm I'd used for two years. If Casey wants to work with you, don't be a dummy. Just do it."
The Week
Your Week. I Know It.
Five jobs that eat the week. This is the work an automation goes after first.
The inspection wraps at ten, photos and all. The proposal does not go out until nine that night.
The adjuster's scope leaves work off. The photo documentation gets rebuilt by hand every time.
Material drops and crews move by the day. The homeowner finds out when the truck shows up.
The last nail goes in Friday. Warranty registration and the final photos sit for weeks.
The owner rebuilds job costs on Sunday. Material invoices and labor land in two different places.
The callback and the update are part of the job, not extra.
Source: Roofr Homeowner Study via Roofing Contractor, August 2026.
The First Step
Two Sessions. Two Hours Each.
For most roofing contractors, this is the first step. Homework first, then two sessions, two hours each. In person if you are near Nashville, or over Zoom. $1,950.
For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it pays for itself with room to spare. And if after our first session you do not see a job worth automating, you pay nothing.
An automation is a repeated piece of work you teach Claude once. Your team runs it every day, you own it and tune it, and it carries the work to 80 percent so your people finish the 20 that needs their judgment.
"Casey taught me how to actually put AI to work. I generate quotes faster, my workflow is smoother, and I'm making more money because of it. One of the best investments I've made in my business."
01
Homework
Before we ever meet, you pull real examples of the work that eats your week: actual documents, actual messages, nothing cleaned up for me.
02
Session One
Two hours. We map how your company actually runs, get Claude set up for your team, and train you on how to operate it.
03
Session Two
Two hours. We start building your first automations and put together the training your team needs to run Claude every day.
04
What You Leave With
Claude running for your team, your people trained on it, and one job automated and in use.
Five Automations We Could Build In Your Company.
One page, no obligation. Proof of what we could build together, before we ever talk.
One email with the PDF. No newsletter, no drip campaign.
of homeowners surveyed count a proposal as a trust factor.
Source: Roofr Homeowner Study via Roofing Contractor, August 2026.
An automation assembles documentation, never negotiates with a carrier, and the data path is written down before anything runs.
The Stack
Claude Sits In The Middle.
It works with the tools you already run. It reads from your roofing CRM, your measurement reports, and your books, and writes back where it can.
Start with one connection, not all of them. The first automation usually needs one export from your CRM, and that is the whole first step. Once it earns its keep, the next system comes in, then the one after that. Every automation gets sharper as it goes, because Claude can finally see the whole job instead of one screen at a time.
The Numbers
The Numbers Roofers Are Seeing.
That feeling of being behind is not in your head. Adoption among roofing contractors moved fast in one year, and finding qualified people is still near the top of the worry list.
Roofing contractors currently using AI
Source: Roofing Contractor, January 2026.
Name a lack of qualified workers
Source: Roofing Contractor, January 2026.
Questions
Questions, Answered.
I feel like I am already behind on AI. Is it too late?
No, and you are not as far behind as you think. The owners who feel furthest behind often move fastest once they start, because they have not spent a year on tools that did not stick. You do not need a strategy, a budget cycle, or a technical person on staff. You need four hours and one job that is costing you time every week. That is the whole first step.
Will this replace my office staff?
No, and that is the whole design. An automation carries a job to 80 percent quickly and your employee takes the final 20 percent over the finish line. Efficiency goes up for everyone, the company grows without the headcount it used to need, margins grow with it, and your people spend their time on homeowners and roofs instead of typing.
Will it work with the software we already run?
Usually, whether that is AccuLynx, JobNimbus, Roofr, or ServiceTitan. Some systems give me an API, some give me an export, and a few give me nothing but a screen to copy from. If you run a spreadsheet and a shared drive instead, that is still a starting point. I tell you which one you have before I scope anything.
Can an automation handle our supplements?
It assembles the documentation, and that is where it stops. An automation pulls the inspection photos, measurements, and line items into one packet your team reviews and sends. Negotiating a claim or telling a homeowner what a policy covers is public adjusting in many states, and a roofing license is not that. So no automation talks to an adjuster, reads coverage, or says what gets approved.
Does any of this decide what the roof needs?
No. Everything I build is admin. What the deck needs, what code requires, and what gets torn off stays with you and the inspector. An automation writes up what your inspection found, in your words, after you have made the call. I work on the paper, not the roof.
What happens to homeowner information?
Your CRM stays the system of record. Where a job can be done without names and addresses, I do it that way. Where it cannot, the data path is written down and you approve it first. Messages send from your system, where the homeowner's number and opt outs live.
How long before we see something working?
The first automation runs in weeks, not quarters. The two sessions scope it, I build it against your real jobs, and your team uses it while I refine it. One automation in production beats five in a plan.
Who owns what you build?
You own the automations and the documentation. They live in your account, written in plain language, so your team can read them and change them. If you stop working with me, nothing walks out the door.
What if we get to the end and nothing is worth automating?
Then you pay nothing. If after our first session you do not see a job worth automating, the engagement ends there and there is no charge. The first session either surfaces a job worth the money or it does not, and that risk is mine, not yours.
Why $1,950?
Because the format is small on purpose. Homework, two working sessions of two hours each, and the setup work around them. For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it has paid for itself with room to spare. Every number in that sentence is yours to check.
Who You Will Be Working With
Casey Templeton.
Founder of Stacks, a ten person business in Nashville that runs on Claude. Both sessions are with him directly, and every message from this page lands in his inbox, not a queue.
Start Here
Start With A Conversation Between Two Small Business Owners.
Tell me about your company. I take on two or three of these engagements a month. Every message comes to me and I answer it myself. The first conversation costs nothing.
Book A 15 Minute Call"A fear of not understanding AI had kept me from diving in. Casey's coaching changed that. It opened my eyes to a sea of possibilities and left me more confident to explore. Come open-minded, and see where your imagination takes you."
I reply to every message. No newsletter, no drip campaign.