SquaredRoots

THE GROWTH ENGINE FOR ROOFING COMPANIES

Grow your roofing business.
Without adding more to your plate.

Use AI and automation to turn completed jobs into ready-to-use marketing content, homeowner interest into sales opportunities, and unanswered estimates into follow-up conversations. We help manage the process so your team can focus on the next customer.

See how it works ↓

Built inside the roofing business. Designed for the whole journey.

SquaredRoots Your next opportunityJL
YOUR TERRITORY

Opportunity is closer
than you think.

Tomball, TX
TOMBALL
Priority opportunities
⌂
SQ INTELLIGENCE1248 Oak Hollow DriveRecent hail activity · Estimated roof age 14 years
↗
ILLUSTRATIVE PRODUCT PREVIEW · SELECT A MAP PIN
✓
A conversation becomes an opportunity.Inspection booked → Ready for your sales team
FROM FIRST IMPRESSION TO THE NEXT REFERRALGet found ↗Create opportunities ↗Win the work ↗Keep growing ↗

MORE REVENUE. LESS WORK TO COORDINATE.

One job should help
create the next.

Growth works better when the steps connect. AI prepares the work, automation keeps it moving, and your team steps in where judgment and relationships matter.

One job.
More opportunities.AI + AUTOMATION
MANAGED WITH YOU

SELECT A STEP TO SEE IT IN PRACTICE

01 / TURN WORK INTO MARKETING

The roof is finished.
The next story is ready.

A completed job becomes the starting point for a project story, social posts, and testimonial outreach—using the details and photos your business already has.

AI + AUTOMATION

Prepare content drafts from project information and organize the next marketing tasks.

YOUR TEAM’S NEXT ACTION

Review the facts. Approve what’s ready.

WHAT IT HELPS CREATEMore ways for the next homeowner to find you.
↗
A storm creates another starting point.

Storm activity → focused property list → assigned visits → interested homeowner → the same sales and follow-up process.

Illustrative connected workflow. Automation, data sources, and integrations are configured around your company; capabilities are being refined in private development.

START WITH WHAT’S GETTING IN THE WAY

Sound familiar?

These are the everyday problems we’re building SquaredRoots to help solve. Find the one that sounds like your company.

01

“We don’t post consistently.”

Turn project photos, completed jobs, and your expertise into content for your website and social channels. Build a repeatable process instead of starting from a blank page.

SQ Content Builder
02

“Website visitors aren’t becoming leads.”

Give homeowners a way to ask questions or request a branded estimate. Capture verified contact details and help them take the next step toward an inspection.

SQ Engage · SQ Instant Quote
03

“Where should my salespeople knock?”

Review storm history, estimated roof age, and other available property signals. Organize a focused campaign and assign properties to your team.

SQ Intelligence · SQ Campaign
04

“My reps need context before approaching a house.”

Put roof imagery, property information, visit history, and useful signals on their phones. Record the conversation and the next step while they’re still in the field.

SQ Field
05

“Our estimates go quiet.”

Support timely follow-up, surface homeowner questions, and alert the salesperson when the conversation needs their attention. Keep the opportunity connected to your sales process.

SQ Follow-Up
06

“I don’t have time to manage another platform.”

We help configure your company’s brand, service area, workflows, and team access. Managed setup and ongoing support help turn the tools into a process your team can use.

Managed onboarding & support
07

“I don’t know how to get my company cited by AI.”

See whether AI answers mention your company and which sources they use. Identify gaps in your website and business information, then track visibility as improvements are made. Citations aren’t guaranteed.

SQ Visibility
08

“We’re terrible at collecting testimonials after a job.”

Make a completed job the starting point for testimonial outreach. Help collect the customer’s story and organize approved feedback for future marketing.

SQ Marketing · SQ Content Builder
09

“We need more case studies, but never build them.”

Bring the project’s challenge, work performed, photos, and outcome into a draft case study. Your team reviews the facts and approves the story before it is used.

SQ Content Builder
10

“We don’t have a consistent workflow when a storm hits.”

Use storm activity to focus a territory, review property signals, organize outreach, and assign field work. Track conversations and inspections so the team has a repeatable next step.

SQ Intelligence · SQ Campaign · SQ Field
11

“We don’t do enough to retain our clients.”

Use customer and job history to plan useful check-ins, maintenance reminders, and relevant outreach. Keep the relationship going after the installation is complete.

SQ Marketing
12

“Years of CRM data are sitting there. How do we use it?”

Where access and permissions allow, organize past jobs, customer history, and project details into useful groups. Use them to inform re-engagement, case studies, referral outreach, and content.

CRM connections · SQ Marketing

Workflows are being developed and refined in private development. Availability, integrations, and the scope of managed services are confirmed for your company during onboarding.

ONE CONNECTED PLATFORM

What does SquaredRoots
actually do for your company?

It connects the work of getting found, starting conversations, and following through. Here’s what that looks like in the everyday life of a roofing business.

BE PRESENT BEFORE THEY NEED YOU

Make your good work
easier to discover.

Turn the work you already do into a stronger presence across your website, social channels, and AI-powered search.

  • Build content from your projects and expertise
  • Show up consistently across your channels
  • Understand how AI search sees your business
SQ Content BuilderSQ Visibility
ONE PROJECT. MORE POSSIBILITIES.↗
YOUR COMPLETED PROJECT
Website
Project storySocial
Ready-to-review posts
FROM A COMPLETED ROOF

A story worth sharing.

Project photos + your expertise + your brand

WebsiteInstagramFacebookGoogle

Concept workflow · Availability varies by solution

FROM CAPABILITY TO EVERYDAY WORK

Less “what now?”
More next steps.

Start with the part of your business that needs attention. Connect more of the journey as your company grows.

ILLUSTRATIVE PROJECT BRIEF
✓ JOB COMPLETE

One project.
A story ready to tell.

01 The homeowner’s challenge
02 Your team’s solution
03 The finished result
01 / GET FOUND

A finished roof becomes your next marketing story.

SQ Content Builder uses project photos and company knowledge to prepare posts and website content. SQ Visibility helps assess how your business appears in AI search and where its online presence needs work.

For example Your crew finishes a replacement. Those project details become a social post, a website story, and material for future campaigns.

SQ Content Builder · SQ Visibility
ILLUSTRATIVE WEBSITE CONVERSATION

How do I know if my roof needs replacing?

We can help you explore the next step. What’s the property address?

✓
New homeowner inquiryProperty + contact details → Your team
02 / CAPTURE INTEREST

Give a website visitor a reason to raise their hand.

SQ Engage helps answer questions and collect inquiries. SQ Instant Quote offers a branded estimate experience using your pricing, with contact verification before a measurement-based estimate.

For example A homeowner enters an address, verifies their contact details, and receives an estimate when measurement confidence supports it—or an invitation to book an inspection.

SQ Engage · SQ Instant Quote
ILLUSTRATIVE PROPERTY SIGNALS
◉
Storm historyUnderstand reported activity nearby
⌂
Roof age & conditionLook for reasons to take a closer look
↗
A focused field listAssign properties to your sales team
03 / CREATE OPPORTUNITIES

Give your team a better starting point than a street name.

Explore a territory, review available property signals, and build an outreach campaign. Salespeople can see imagery and property context, then record what happened at each visit.

For example After a hail event, review a neighborhood, assign properties, and track which doors led to conversations or inspections. Signals guide outreach; an inspection establishes roof condition.

SQ Intelligence · SQ Campaign · SQ Field
04 / KEEP MOVING

Stay in the conversation after the estimate goes out.

SQ Follow-Up is designed to support timely homeowner conversations, flag replies that need your team, and hand control back to a salesperson. Completed work can feed future content and customer outreach.

For example A homeowner replies with a question about options. Your salesperson gets the context and takes over, instead of discovering the reply days later.

SQ Follow-Up · SQ Marketing · CRM connections

SquaredRoots is in private development. These examples describe intended workflows; capabilities, connected channels, and integrations are confirmed during onboarding.

A CLEAR VIEW FOR EVERY ROLE

Your work. Your team.
One connected picture.

The owner, the field salesperson, and the marketing team have different jobs to do. Their workspaces should reflect that.

THE OWNER / MY WORK

Know what needs
your attention today.

See the opportunities that need a decision, the activity coming back from the field, and the marketing work waiting on approval.

  • Keep your team’s next actions in view
  • Spot conversations that need follow-through
  • Move between sales and marketing priorities
SquaredRootsOwner workspaceJL
MONDAY, OCTOBER 26

My Work

A clear start to your week.

Your company
8Follow-ups due
4Inspections booked
3Content to review
Needs your attention
Review this week’s contentMarketing · 3 drafts ready
Homeowner has a questionSales · Follow-up requested
Check today’s field campaignField · Team activity updated
From the field
Inspection booked

Oak Hollow Drive

Conversation recorded

Cedar Lane

View team activity ↗

Illustrative screen · Sample data

SquaredRoots☰
MY PROPERTIES · 1 OF 12

1248 Oak Hollow Drive

Tomball, TX Directions ↗

Sample roof imagery
SQ INTELLIGENCEProperty signals
◉
Storm historyReported hail activity nearby
⌂
Estimated roof age14 years

Review imagery and property details before your visit.

Visit statusNot yet visited
Record visit +
No answerHad conversationInspection booked

Illustrative screen · Sample property

IN THE FIELD / MOBILE

Useful before the knock.
Simple after the conversation.

Open an assigned property on your phone. Review the roof imagery and available intelligence, get directions, and record the visit while the details are fresh.

  • See property context without digging through reports
  • Record “No answer,” “Had conversation,” or “Inspection booked”
  • Capture contact details when a homeowner is interested

Interested prospects can move into your sales workflow, with CRM connections scoped to your setup.

MARKETING / MY WORK

Turn good work
into a consistent presence.

Bring project stories, content drafts, and review tasks into one place. See what needs input and what’s ready for the next step.

  • Start with your company’s projects and expertise
  • Review content prepared for different channels
  • Keep approvals and upcoming work organized
SquaredRootsMarketing workspaceMK
CONTENT & CAMPAIGNS

My Work

Your next story is already in your business.

Needs review 3UpcomingProject library
Adapt for each channel
◎Instagram postBranded graphic + caption
fFacebook postA story for your community
↗Website storyBuild your project portfolio

One source.
More ways to be seen.

Illustrative screen · Example content, not a customer project

TECHNOLOGY, WITH PEOPLE BEHIND IT

You run the business.
We help run
the growth engine.

You shouldn’t need to become a marketing expert or a software administrator to move your business forward.

01

Built around your company

We start with your website, brand, services, service area, and sales process. For estimates, we work through your pricing and the rules your company wants to use.

02

Connected to your workflow

Choose the workflows to activate first. We scope website installation, available channels, CRM connections, and team access around your existing setup.

03

Managed with you

Your team reviews the setup and learns its daily workflow. Ongoing support helps manage content, refine outreach, and keep the system useful as your business changes.

SquaredRoots SQ monogram
SOFTWARE EXPERIENCE.
BOOTS-ON-THE-GROUND UNDERSTANDING.

BUILT FROM INSIDE THE BUSINESS

The problems are real.
So is our perspective.

SquaredRoots began with a deliberate choice: understand the industry from the inside before building software for it. After leading SaaS products, John Lee purchased P91 Roofing and stepped into the daily realities of running a roofing company.

Finding the next opportunity. Equipping the team. Following up. Making disconnected tools work together. SquaredRoots grew from that firsthand experience.

John Lee, PMPFounder, SquaredRoots · Owner, P91 Roofing

YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

Let’s grow something
worth building.

Currently in private development. Register your interest in an early look.

LET’S TALK GROWTH

See what’s possible
for your business.

Tell us a little about your company and what you’d like to grow. We’ll talk through where SquaredRoots could fit.

Email us to request a demo ↗

Currently in private development. Capabilities and availability will be discussed during your introduction.