# RidgeQuote production evidence pack

Production evidence pack for RidgeQuote

A buyer-facing evidence model that ties Roofing Estimator demo interactions to pilot KPIs, acceptance checks, import gates, audit artifacts, and SEO/AEO proof points.

## Operator Promise

The app should prove real roofing estimate and proposal operations work through visible records, clear owners, traceable status changes, and exportable evidence before any deeper integration is promised.

Buyer proof point: Proposal turnaround: Produce a review-ready proposal packet from scoped line items in the same selling session.

## Evidence Snapshot

- Buyer outcome: Faster proposals, fewer margin mistakes, and clearer sales-manager approval before customer delivery.. The pilot model proves faster estimate turnaround, cleaner markup control, approval visibility, and a branded proposal handoff before full e-sign or CRM automation.
- North star: Proposal packets generated with approved margin and current price-book evidence. Instrument roofing estimator landing CTA, app preview, estimate edit, margin approval, price-book drift review, proposal export, and spec download.
- Pilot KPI: Estimate completeness. 90% of pilot estimates include scope, line items, margin, and approval state. Owner: Sales manager
- Audit source: Estimate calculation log. Each price-book change, estimate calculation, margin approval, proposal export, and follow-up reminder records owner, source, timestamp, and pre-send evidence.

## Acceptance Evidence

- Update roof scope and recalculate margin (Complete): Estimator; Launch readiness acceptance test. Scope, sell price, and gross margin update together.
- Block proposal send under margin floor (In progress): Sales manager; Launch readiness acceptance test. Approval checks are visible; send gate needs production workflow.
- Assemble branded proposal packet (Queued): Sales lead; Launch readiness acceptance test. Proposal sections exist; PDF output provider is not selected.
- Estimate math (In progress): Estimator; Prove estimate math, margin approval, price-book review, and proposal handoff before send.. Scope, waste, labor, overhead, and sell price changes remain visible before handoff.
- Margin approvals (In progress): Sales manager; Prove estimate math, margin approval, price-book review, and proposal handoff before send.. Low-margin estimates require approval note and lock state before proposal export.
- Margin math acceptance (Blocked): Estimator lead; Import the first price book, estimate templates, approval rules, and proposal sections.. Estimate totals cannot be trusted until cost, markup, discount, and tax rules are approved.

## Proof Artifacts

- Roofing estimate ROI worksheet (Template): Dashboard view; owner Sales manager. Models turnaround time, margin leakage prevention, and manager review capacity for pilot estimates.
- Price book import template (Ready): CSV export; owner Estimator lead. Defines material, labor, unit, markup, and approval guardrail fields.
- Proposal PDF and CRM handoff map (Needs client): Review packet; owner Operations lead. Requires preferred proposal format, CRM destination, e-sign path, and financing copy decisions.
- Estimate calculation log (Ready): Audit log; owner Estimator. Approval note saved before proposal handoff export.
- Margin approval notes (Template): Export; owner Sales manager. Vendor effective date is older than configured review threshold.
- Price-book drift report (Template): Export; owner Implementation lead. Packet includes scope, alternates, warranty, and financing note.
- Price book import (Ready): roofing-estimator-price-book.csv; owner Sales manager. Seeds material, labor, warranty, and fee lines with margin review flags.
- Estimate pipeline import (Ready): roofing-estimator-estimate-pipeline.csv; owner Estimator lead. Creates active estimate records, stage state, project type, and margin approval context.

## Live Demo Scenarios

- Scope input: Adjust roof scope: Estimator responds to "Update roof squares and waste factor to see client-side estimate math change." and proves Roofing-specific scope assumptions make the calculator feel grounded in real estimating work.
- Inspection takeoff: Apply field takeoff: Sales manager responds to "Review inspection measurements, issue notes, and photo evidence before pushing the takeoff into the estimate." and proves Inspection takeoff desk turns field measurements, photos, and roof issues into estimate model updates.
- Materials and labor calculator: Review material/labor totals: Customer signer responds to "Calculator panels update from the configured scope controls." and proves Price book guardrails show how supplier drift updates would refresh contractor-specific rates before proposals go out.
- Price book: Review price book guardrails: Estimator responds to "Inspect contractor-specific rates, stale entries, supplier drift updates, and margin thresholds." and proves Approval checks make manager review visible before a margin-sensitive proposal leaves the team.

## Buyer Handoff Questions

- What baseline can the buyer confirm for proposal turnaround, and what evidence will prove the target?
- Who owns the Price book export from Estimator spreadsheet, supplier sheet, or existing quoting tool export, and how often can it be refreshed during pilot?
- Who owns the Estimate templates export from Sales spreadsheet or proposal template, and how often can it be refreshed during pilot?
- Should Low-margin approval gate run automatically at launch, or stay as a review queue until the buyer approves notifications?
- Which Roofing company owners signs off that the demo scenario is realistic enough for the first live pilot?

## SEO/AEO Proof Points

- roofing estimating software: Roofing estimating software helps contractors convert field measurements into priced scopes, margin-aware line items, branded proposals, and signed customer agreements.
- What should roofing estimate software include before proposal send? Proof source: Estimate calculation log and proposal handoff export record
- How can roofing companies control low-margin proposals? Proof source: Margin approval notes
- Estimate completeness: 90% of pilot estimates include scope, line items, margin, and approval state.
- Price book coverage: One roof system, common materials, labor assumptions, and adders approved for pilot.
- Operational proof artifact: Estimate calculation log
- Operational proof artifact: Margin approval notes

## Launch Routing

- Canonical demo page: /demo-library/roofing-estimator
- App-only subdomain: https://roofing-estimator.ideas-realized.com
- Implementation JSON: /demo-library/roofing-estimator/implementation.json
- SEO/AEO primary intent: roofing estimating software