# RidgeQuote tenant clone package

A rebrand-and-launch packet for turning Roofing Estimator into a client-specific tenant: brand, workflow spine, import plan, permissions, procurement, SEO/AEO routes, deployment, and support cutover.

Package: RidgeQuote Proposal Launch Kit
Product: RidgeQuote
Tenant: Northline Roofing Co.
Preview URL: https://roofing-estimator.ideas-realized.com?screen=proposal
Preview screen: Proposal (proposal) - proposal package and estimate margin proof
Production domain: roofing-estimator.ideas-realized.com
Canonical page: https://ideas-realized.com/demo-library/roofing-estimator
Industry page: /industries/roofing-estimating-software
JSON manifest: /demo-library/roofing-estimator/tenant-clone-package.json
Pilot offer: Roofing estimate and proposal software pilot package
Commercial snapshot: $20k-$38k setup / $900-$3.2k/month recurring / 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot..
Clone package score: 79/100
Buyer decision: Ready for buyer review once brand, tenant, and domain receives client input.
Next implementation move: Buyer must approve proposal cover, warranty, license, and next-step copy before live output.
Primary risk: Client-specific price book and warranty language are required.

## Clone Readiness Lanes

### 1. Brand, tenant, and domain
Owner: Implementation lead
Status: Buyer input
Score: 67/100
This kit prepares the roofing estimator for contractors by packaging proposal naming, scope terminology, margin approval language, customer-facing copy, and variants for exterior remodeling and field-sales teams.

Proof: Northline Roofing Co. is configured for roofing-estimator.ideas-realized.com; 3 white-label variants are mapped.
Next action: Buyer must approve proposal cover, warranty, license, and next-step copy before live output.

Assets:
- [Contractor name] Estimate Desk, [Trade name] Proposal Studio, or [Market name] ScopeBoard.
- Use estimates.clientdomain.com or proposals.clientdomain.com for production and keep roofing-estimator.ideas-realized.com as the sales preview.
- Proposal brand kit: Logo, proposal cover style, customer-safe colors, license copy, and warranty/footer language.
- Price-book terminology: Material categories, labor labels, warranty tiers, and approval reason names.
- Customer proposal copy: Homeowner-facing explanation for scope, options, approval timing, and e-sign next steps.

### 2. Workflow spine and data import
Owner: Implementation lead
Status: Buyer input
Score: 83/100
The first pilot should prove estimate consistency before full CRM, e-sign, or PDF automation. The import plan focuses on material/labor line items, margin guardrails, and proposal-ready sections.

Proof: 3 reusable product-spine modules and 3 data sources are mapped for first-tenant launch.
Next action: Load a controlled roof-system price book, validate markup math with the sales manager, then let reps build review-ready estimates while proposal export remains template-based.

Assets:
- Estimate and proposal workspace: Estimate table, material sections, margin metrics, proposal readiness, and approval panels.
- Approval automation layer: Low-margin gate, follow-up reminders, price drift review, and escalation owners.
- Buyer proof model: Baseline metrics, pilot KPIs, and stakeholder story.
- Price book: 80 to 400 material and labor rows
- Estimate templates: 5 to 20 scope templates
- Proposal content: 8 to 25 proposal sections

### 3. Access, procurement, and buyer approval
Owner: Estimator lead
Status: Buyer input
Score: 82/100
A buyer-facing approval packet for turning Roofing Estimator into a paid pilot: commercial scope, data boundaries, access model, hosting plan, support coverage, automation limits, and sign-off evidence.

Proof: 8 procurement sections, 3 roles, and 3 permission scopes are documented.
Next action: Price book approved: Pilot materials, labor rates, waste factors, and margin floors validated against sample jobs.

Assets:
- Identity: Sales team email login for pilot users, with customer proposal links isolated from staff workspaces.
- Session model: Company-scoped staff sessions plus tokenized customer proposal view sessions.
- Commercial approval: ready
- Data handling and import: needs-client
- Access and role boundaries: scoped
- Hosting and domain launch: scoped

### 4. Integrations and automation boundaries
Owner: Product lead
Status: Buyer input
Score: 74/100
The pilot should help sales teams quote faster while keeping margin exceptions, stale proposals, and customer handoff steps visible.

Proof: 4 setup integrations, 3 automation rules, and 5 environment variables are scoped.
Next action: Depends on sales pipeline source of truth.

Assets:
- PDF proposal export: Proposal sections and customer packet structure are scoped.
- E-sign envelope: DocuSign, Dropbox Sign, or native acceptance can be selected.
- CRM deal sync: Depends on sales pipeline source of truth.
- Price book import: Material/labor line item model can ingest contractor pricing.
- Low-margin approval gate: ready
- Proposal follow-up reminder: template
- Price book drift review: needs-client

### 5. SEO/AEO demand capture
Owner: Growth lead
Status: Buyer input
Score: 86/100
The roofing estimator demo can support pages for contractors that need roof scope, material choices, margin approvals, proposal packets, and CRM handoff evidence.

Proof: /industries/roofing-estimating-software anchors 3 content briefs, 3 answer blocks, and 2 comparison pages.
Next action: Publish the highest-intent route for roofing estimating software, then link it to /demo-library/roofing-estimator and the pilot package.

Assets:
- Primary intent: roofing estimate proposal software
- Roofing estimate proposal software for margin-controlled sales teams: /industries/roofing-estimate-proposal-software
- Roofing price book drift checks before customer proposals: /resources/roofing-price-book-drift-checks
- Roofing proposal builder vs spreadsheet estimates: /compare/roofing-proposal-builder-vs-spreadsheets
- What should roofing estimate software include before proposal send?
- How can roofing companies control low-margin proposals?

### 6. Deployment, support, and cutover
Owner: Estimator launch thread
Status: Buyer input
Score: 81/100
A production handoff plan for taking Roofing Estimator from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks.

Proof: 3 environments, 5 release gates, and 2 support levels are ready for cutover planning.
Next action: Merge the reviewed branch after typecheck, lint, build, schema validation, and browser QA pass.

Assets:
- Preview: https://roofing-estimator.ideas-realized.com
- Production: https://roofing-estimator.ideas-realized.com
- Estimator launch thread: Next business day
- Weekly estimating review: Scheduled

## Clone Targets

### Siding and exterior estimate desk
Segment: Exterior remodeling contractors
Target keyword: siding estimate software
Launch path: /industries/siding-estimate-software
Fit score: 90/100
Launch effort: Low
Risk control: Validate measurement assumptions for wall openings and trim before presenting margin guidance.
Rebrand moves:
- Swap roof planes for wall elevations
- Rename shingles as siding profiles
- Adjust waste and accessory calculations

### Window replacement proposal desk
Segment: Window and door replacement companies
Target keyword: window replacement proposal software
Launch path: /industries/window-replacement-proposal-software
Fit score: 83/100
Launch effort: Medium
Risk control: Add opening-level quantity checks before using totals for procurement handoff.
Rebrand moves:
- Swap roof areas for openings
- Add room/location fields
- Rename material swatches as window series and glass packages

### Restoration supplement workspace
Segment: Insurance restoration contractors
Target keyword: restoration supplement software
Launch path: /industries/restoration-supplement-software
Fit score: 81/100
Launch effort: Medium
Risk control: Keep carrier-specific documentation requirements explicit before automating supplement submission.
Rebrand moves:
- Emphasize supplement desk and carrier status
- Add cause-of-loss and claim fields
- Swap homeowner proposal copy for adjuster evidence copy

## SEO/AEO Route Map
- /industries/roofing-estimating-software
- /industries/roofing-estimating-software
- /industries/roofing-estimate-proposal-software
- /resources/roofing-price-book-drift-checks
- /compare/roofing-proposal-builder-vs-spreadsheets
- siding estimate software: /industries/siding-estimate-software
- 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

## Rebrand Moves
- Estimate -> Proposal, quote, scope, bid, or project packet
- Roof plan -> Takeoff, measurement, sketch, scope plan, or property diagram
- Margin approval -> Manager approval, discount review, price exception, or profit guardrail
- Swap roof planes for wall elevations
- Rename shingles as siding profiles
- Adjust waste and accessory calculations

## Export Links
- Live app preview: https://roofing-estimator.ideas-realized.com?screen=proposal - App-only sales surface opened to Proposal: proposal package and estimate margin proof.
- Canonical landing page: /demo-library/roofing-estimator - SEO/indexable proof page on the main Ideas Realized domain.
- Industry page: /industries/roofing-estimating-software - Primary SEO/AEO route for buyer-intent capture.
- Pilot package: /pilot-packages/roofing-estimator-pilot-package - Commercial package page for the first paid setup.
- Implementation intake: /implementation-intake/roofing-estimator-implementation-intake - Buyer qualification and asset collection route.
- Procurement pack: /demo-library/roofing-estimator/procurement-pack - Approval packet for security, commercial, data, and support review.
- Sample data package: /demo-library/roofing-estimator/sample-data-package - Buyer-ready sample data package with CSV templates, seed rows, validation gates, and cutover notes.
- Sample data package JSON: /demo-library/roofing-estimator/sample-data-package.json - Machine-readable sample-data manifest for implementation automation and dry-import planning.
- Tenant clone package: /demo-library/roofing-estimator/tenant-clone-package - Downloadable rebrand-and-launch packet for implementation handoff.
- Clone package JSON: /demo-library/roofing-estimator/tenant-clone-package.json - Machine-readable tenant clone manifest for automation and implementation handoff.