01 JOB COSTS
Labor costs
Going up.
Skilled labor is hard to find. Wages, benefits, and keeping people all add to the cost of doing business.
Every hire adds payroll.
FOR ROOFING, CONSTRUCTION & THE TRADES
The business system
for the people who build.
Leads, jobs, and finances in one place.
AI that helps you protect profit and keep work moving.
Built for the way your business actually runs.
Roofing · Construction · The Trades · Professional Services · SaaS · More
Built for the new market reality.
THE MARKET REALITY
The squeeze on
trade businesses.
Labor costs rise. Admin multiplies. And the margin left at the end of a job gets harder to protect.
02 BACK OFFICE
Admin complexity
Going up.
Quotes, schedules, invoices, change orders. More jobs and crews mean more details to keep moving.
More people add coordination.
03 PROFIT
Margins
Going down.
Labor, materials, and overhead leave less room for profit when your customers want to pay less.
Squeezed from both sides.
Why hiring alone
doesn’t break the cycle.
More people can add capacity. But payroll and coordination grow too, putting profit under pressure again.
See a clearer wayA clearer way to run the business. Stop piecing the day together across apps and spreadsheets. One connected system for your team and your AI workforce.
Business records come together in LoomenAI. Agents monitor the details, recommend next steps, and carry out actions only after your approval in the AI Command Center.
Your business information
- Leads & customers
- Estimates & bids
- Contracts & change orders
- Costs, invoices & payments
- Crew schedules & hours
- Job photos & documents
- Emails & texts
- Calls & meeting notes
LoomenAI
Your customers, jobs, money, and conversations.
Connected, so your AI sees the whole picture.
Monitor
Spot missed follow-ups, job overruns, and overdue invoices.
Advise
Recommend the next step, with the job details to back it up.
Execute
Prepare the next action. Carry it out only after you approve.
AI Command Center
Review recommendations. Approve actions. Stay in control.
Connect the tools you already use.
and more…
01 · Leads & Sales Performance
Win more of
the right work.
Sales are the lifeblood of your business. See how your team is performing, keep everyone accountable, and know what’s likely to close. Forecast revenue, plan the work ahead, and focus on the jobs that help your business grow profitably.
Know what brings in work.
See which sources bring inquiries that turn into jobs.
0:00 / 0:16
See the work coming your way.
Follow every opportunity from the first inquiry to the won job.
02 · Job clarity & profitability
Protect the profit
in every job.
Busy doesn’t always mean profitable. See budgets, actual costs, and projected margins together. Catch the overruns while there’s still time to respond.
See every job in one view.
Bring your projects into map and custom views. See progress, contract values, and margins in one place, so you can manage the whole portfolio.
Keep budget changes clear.
Update budgets as costs change, with a recorded reason and an audit trail for every adjustment. Keep the numbers current and protect job margins.
Make the most of every crew.
Schedule people, crews, and projects together. Spot open capacity, balance workloads, and reduce idle time to keep jobs moving profitably.
Keep the numbers in view.
03 · Finance & cash flow
Turn finished jobs
into cash.
See what’s been invoiced, what’s paid, and what’s overdue. Give your team a clear view of the balances that need attention.
Revenue at a glance.
See total revenue, outstanding balances, and overdue invoices in one view.
Know your numbers. Plan your cash.
See revenue, margins, and cash flow together. Compare what’s been billed and collected, then use the forecast to plan payroll, purchases, and growth.
04 · Your AI workforce
Monitor. Advise.
Execute.
Loomen collects your operational data. AI agents continuously watch for what needs attention, explain why it matters, and prepare the next action for your approval.
INSIDE THE COMMAND CENTER
See the reasoning. Approve the next step.
Know what needs your attention.
Loomen connects an overdue balance with the customer’s closeout request, then brings the next step into view.
See the full picture behind the balance.
Invoice history, customer emails, and crew updates come together so you can see what is holding up payment.
Understand what matters and why.
The agent spots a payment deadline in the customer’s email and explains how the completed work changes the follow-up.
Approve a next step built on context.
Review a draft that acknowledges payment, shares closeout photos, and confirms the next payment run. You approve it before sending.
Monitoring the business.
LoomenAI continuously watches your business using industry best practices and criteria configured for your team.
One inbox. Clear next steps.
AI recommendations arrive in one Command Center inbox, ready for you to review, approve, and put into action.
Helpful AI. Human control.
The Command Center brings recommendations and their context together. You decide what happens next.
LOOMENAI VOICE
Less typing. More doing. Just ask LoomenAI.
Talk naturally with a two-way voice assistant connected to your work. Get answers, see charts, and move tasks forward with the full context.
Saved in your chat history.
Guided by your team’s permissions.
CLIENT PERSPECTIVES
What our customers say
On using Loomen
“Loomen helped us move smarter with real solutions, clear systems, and true accountability. Its CRM, operations, and finance tools made a measurable impact as we scaled.”
Adam Duran
CEO, Catalyst Communications Group
On using Loomen
“Before Loomen, our data was scattered and hard to use. Now it's consolidated, organized, and automated—giving us real visibility into how we're performing.”
Austin Talbot
CEO, Talbot Companies
READY FOR THE NEXT STEP?
Build a stronger business.
Get your time back.
Let’s take 15 minutes to walk through Loomen
and see how it could work for your business.