Prepared for Jackson Hall and the Joe Hall Roofing team
What we'd fix, what it costs, and how you'd grow.
Jackson told us what slows Joe Hall down: estimates in Excel, QuickBooks that doesn't talk to anything, customer care, inventory and security. This 9-minute video walks through each one. The main points are written out below, so you can skim them.
Watched it? Book your next call.
Pick a time that works, and bring your CEO, your CFO or anyone else you want on it. Add their emails when you book and they'll get the invite too.
Jump to what matters to you
- What you told us
- Nothing in your process changes
- Start with one agent: Aurelius
- Specialty estimates out of Excel
- Best supplier price on every job
- QuickBooks Desktop and your CFO
- Inventory tracking
- Reports from photos in minutes
- Security
- Kestrel drone measurements
- The homeowner portal and lookbook
- Price, step one
- Sage: customer care
- Cole: sales follow-up
- Sully: marketing
- Ember, Epic and the Platform plan
- What Aurelius would build for you
- One system, whenever you're ready
- Next steps
What Aurelius takes off your plate
Estimates
Your specialty spreadsheet becomes templates for tile, slate, stone-coated steel and synthetic slate. Measurements fill in the quantities. Move the margin and the price moves with it.
Supplier pricing
Load each supplier's price sheet, and every estimate shows who's cheapest on that job. Your team still makes the call.
QuickBooks and your CFO
QuickBooks Desktop stays as it is. Aurelius only reads the exports, checks them against HubSpot, and hands her a short list to review.
Inventory
Bench doesn't come with an inventory tracker, so Aurelius builds one for you, tied to your material orders.
Reports from photos
Hand him a job's photos and he drafts an envelope condition report, a property assessment or a photo report in minutes. You check it and send it.
Security
Passwords live in 1Password. The agent gets a short-lived key approved with a fingerprint, and a person approves anything that goes out.
Start with Aurelius. Add agents when you want them.
Step 1 · Bench and Aurelius
Grow from there
Or every agent: the Platform plan
Your own costs, paid to others: an AI plan of about $100–200 a month to start (paid to the AI company), and a Mac for your office, sized to your team, that you buy once.
Keep what works today. Consolidate when you're ready.
HubSpot, QuickBooks and CompanyCam all stay, and Aurelius connects to them. Whenever you're ready, you can move into Bench's own CRM. We help bring your records over, and those other subscriptions can come off your budget one at a time, on your schedule.
What would help us next
- Your specialty-roof estimating spreadsheet
- Your supplier price sheets
- What keeps your CFO on QuickBooks Desktop
- A 30-minute call with your CEO and CFO
- Start small: estimates on one or two jobs
Watched it? Book your next call.
Pick a time that works, and bring your CEO, your CFO or anyone else you want on it. Add their emails when you book and they'll get the invite too.
