ERP + CRM + AI — built for metal roofing manufacturers
Coil to cash.
One platform.
Seam locked
METAL Caddie runs the whole operation — leads, estimates, fabrication, coil inventory, delivery, invoicing, and a full double-entry ledger — with an AI copilot that speaks shop. Stop duct-taping a generic CRM to a spreadsheet to QuickBooks. This is the system of record for a metal shop.
- Shipped capabilities
- 397
- AI agent actions
- 200+
- Modes: Sell · Build · Bill · Analyze
- 4
- System of record
- 1
▸LEAD CAPTURED — SCORED 87▸EST #1042-B SIGNED · FINISH: CHARCOAL · PITCH 6:12▸DEPOSIT CLEARED — PRODUCTION RELEASED▸COIL C-0412 SLIT → 3 × 16″ · COST SPLIT AUTO▸WO-118 COMPLETE · PHOTOS + SHELF B-14▸ROUTE OPTIMIZED — 5 DROPS, 41 MI▸CUSTOMER NOTIFIED: PANELS ON THE TRUCK▸INV #1042 PAID ONLINE▸JE-2041 POSTED — BOOKS BALANCED ✓
The operating loop
Sell. Build. Bill. Analyze.
The platform is organized the way a shop actually runs — four modes, one record of every job from first call to closed books.
01
Sell
Quote metal the way you build it.
- —Estimate builder native to gauge, material, color, panel / trim / coil
- —AI satellite take-off — measure the roof without climbing it
- —Roof & paint visualizers on the customer's own house
- —E-signature with finish and pitch captured at signing
- —Per-category markup with a commission red-line and margin approval gate
- —Kits, coil & sheet calculators, pipeline stage gates and automations
02
Build
From coil rack to customer's driveway.
- —Work orders with BOM and kit consumption
- —Coil slitting & sheet processing with live yield and scrap
- —Trim shop queue with photo-verified completion gates
- —Drag-and-drop delivery calendar, route optimization, weather risk
- —TV-ready shop boards — no logins, always current
- —DXF and grouped cut sheets straight to the fab floor
03
Bill
Get paid. Keep the books right.
- —Invoices with branded pay links — Stripe or Stax, your choice
- —Deposits that gate production automatically
- —AR aging with AI collection recommendations
- —AI receipt and supplier-bill capture with price-match alerts
- —Insurance supplement tracking with an AI assistant
- —Live per-job profitability — material, labor, overhead
04
Analyze
Ask your numbers anything.
- —Real-time KPI dashboards — revenue, pipeline, win rate, margin
- —BI chat — a natural-language analyst over your own data
- —P&L, balance sheet, and cash flow computed live from the GL
- —Market and neighborhood intelligence for territory planning
- —Lost-quote mining with ready-made re-engagement lists
- —Branded reports with expiring share links — no login needed
05 / Inventory & Warehouse
A warehouse that thinks in coil.
Generic inventory systems force a 6,000-pound coil into a product catalog built for t-shirts. METAL Caddie tracks coils, blanks, finished goods, and accessories by gauge, width, and color — every physical coil is its own taggable, traceable unit.
- ▸Snap the mill tag — OCR reads gauge, color, and weight off the photo
- ▸Slit a master coil and the inventory and cost split themselves
- ▸Full traceability: panel → coil → mill tag → PO → every job it touched
- ▸QR labels on every bin and coil, printed on your own thermal printers
- ▸Cycle counts by walking the floor with a phone
- ▸Receiving, pick-pack-ship, and transfers with QC gates at every dock
- ▸FIFO cost layers so COGS is right and aging stock is visible
COIL C-0412 · MILL TAG SCANNEDTRACEABLE
- GAUGE
- 26 GA
- WIDTH
- 48.000"
- COLOR
- CHARCOAL GRAY · SMP
- WEIGHT
- 6,254 LB
- SOURCE
- PO-2218 · RECEIVED 06/02
- ACTION
- SLIT → 3 × 16" — COST SPLIT AUTO
EVERY PANEL TRACES BACK TO THIS TAG
06 / Accounting
Fire QuickBooks.
A full double-entry general ledger lives inside the platform — not a sync to somebody else's books. Every invoice, payment, and bill posts itself through a rules engine, and the migration wizard moves your QuickBooks Desktop history over and proves it ties to the penny.
- ▸EBITDA-classified chart of accounts — the numbers buyers and lenders ask for
- ▸Bank feeds via Plaid with AI transaction identification
- ▸Period close with soft / hard locks — prior months can't quietly change
- ▸MACRS fixed-asset depreciation, done the way the IRS requires
- ▸Recurring journals, bills, reversals, and dunning run themselves
- ▸Sales tax liability by jurisdiction with filing history
- ▸QuickBooks Online two-way sync while you transition — no forced cutover
JE-2041 · INV #1042 AUTO-POSTEDBALANCED ✓
- 1200 ACCOUNTS RECEIVABLE
- 12,840.00
- 4000 PANEL REVENUE
- (11,964.00)
- 2200 SALES TAX PAYABLE
- (876.00)
- POSTING RULE
- INVOICE → AR / REV / TAX
- PERIOD
- JUN 2026 · OPEN
- MAY 2026
- HARD-CLOSED · LOCKED
NO MANUAL BOOKKEEPING STEP — IT JUST POSTED
07 / AI Platform
An AI workforce, not a chatbot.
Winston — the built-in copilot — answers by voice or text and then actually does the work: 200+ agent actions that create leads, check stock, draft emails, and drive every screen. Around it, a crew of specialist agents handles the paperwork that eats your week.
- ▸Voice control from the shop floor — "how much 26-gauge charcoal do we have?"
- ▸Price-sync agent reads any supplier's messy PDF or spreadsheet price list
- ▸Receiving agent checks in deliveries from a photo of the packing slip
- ▸Meeting recorder turns the Monday meeting into assigned tasks
- ▸Satellite take-off, roof visualizer, 3D trim renders, shop line drawings
- ▸VisionIQ marketing images, an AI website builder, and AI review replies
- ▸BI chat and AI lead scoring, collections, and email drafting
WINSTON · VOICE SESSIONLIVE
- YOU
- "Will our charcoal coil cover the Hendry job?"
- WINSTON
- "2 coils on hand — 9,410 lb. Hendry needs 6,100 lb: covered, 28% to spare."
- YOU
- "Reserve it and tell the shop."
- ACTION
- MATERIAL RESERVED · WO-118
- ACTION
- CREW NOTIFIED · JOB THREAD
200+ ACTIONS — IT CLICKS THE BUTTONS FOR YOU
08 / Customer Experience
Your customers see a brand, not software.
Every customer gets a private, branded portal reached by one link — no passwords, no app. They sign, choose their finish, pay their deposit, watch fabrication progress, and message you, all under your name and your colors.
- ▸Legally binding e-signature (ESIGN/UETA) with a tamper-evident audit trail
- ▸Finish and roof pitch locked in at signing — fabrication never starts wrong
- ▸Online payments against the right invoice — duplicate links auto-blocked
- ▸Online credit applications for commercial net-terms customers
- ▸Expiring photo and document share links for homeowners and adjusters
- ▸A supplier portal where vendors maintain their own standing price sheets
HENDRY RESIDENCE · CUSTOMER PORTALJOB #1042
- ✓ SIGNED
- FINISH: CHARCOAL · PITCH 6:12
- ✓ DEPOSIT
- PAID ONLINE — PRODUCTION RELEASED
- ● FABRICATION
- PANELS RUNNING — 62%
- ○ DELIVERY
- SCHEDULED THU · ROUTE 2
- MESSAGES
- 2 NEW — REPLIES LAND ON THE JOB
ONE LINK · NO LOGIN · YOUR BRAND
09 / Communications
Every conversation, on the record.
Connect Gmail or Outlook and run customer email from inside the job — every quote follow-up and AR chase logs itself against the deal. Job threads, SMS, and delivery-stage automations keep the office, the crew, and the customer on the same page.
- ▸Two-way Gmail / Outlook inbox tied to customers and jobs
- ▸Reply-by-email lands in the job thread — customers don't need a login
- ▸SMS with templates, scheduling, and built-in TCPA opt-out compliance
- ▸Delivery automations that know the gauge, color, and footage of the order
- ▸@-mentions, per-event notification preferences, full send/audit logs
- ▸Two-way Google and Outlook calendar sync for visits and deliveries
JOB #1042 · COMMUNICATION LOGAUDITED
- 08:02
- EMAIL → ESTIMATE SENT (OPENED 08:34)
- 09:15
- REPLY ← CAPTURED TO JOB THREAD
- 11:40
- SMS → "PANELS READY THU" · DELIVERED
- 12:01
- @INSTALL-CREW MENTIONED — NOTIFIED
- 12:14
- PORTAL MSG ← CUSTOMER CONFIRMED
PROVE WHAT WAS SENT, WHEN, AND TO WHOM
10 / Platform & Security
Run it from anywhere. Lock it down.
Installs like a real app on any phone or tablet, keeps working on a roof with no signal, and puts kiosks at the shop door and TVs on the wall. Underneath: roles with field-level data scopes, MFA-gated finance, audit trails, and period locks.
- ▸PWA with offline photo and voice-memo queues that sync when back in range
- ▸Time-clock kiosks with badge + PIN, photo and GPS punch verification
- ▸Custom roles with own / team / department / all data scopes
- ▸TOTP two-factor auth, with finance screens MFA-gated
- ▸Complete audit logs with CSV export
- ▸Multi-location, white-label branding studio, your terminology everywhere
ORG SECURITY PROFILEENFORCED
- ROLE
- SALES REP — DATA SCOPE: OWN
- MFA
- TOTP REQUIRED · FINANCE GATED
- AUDIT
- EVERY ACTION LOGGED · EXPORTABLE
- LOCATIONS
- NAPLES / FT. MYERS — SWITCHABLE
- OFFLINE
- PHOTO + AUDIO QUEUES · AUTO-SYNC
YOUR DATA, YOUR RULES, YOUR BRAND
Capability index
The full bill of materials.
We itemize estimates, cut lists, and journal entries — so here's the platform itemized the same way. Every line below is shipped and working today.
CRM & Sales
×12- ■Customer dossiers with AI relationship-health scores
- ■Live duplicate detection on entry
- ■Lead pipeline with aging and re-engagement buckets
- ■Commercial accounts with rolled-up revenue
- ■Click-to-call / email with auto-logged activity
- ■Lead scoring (AI) and lead source tracking
- ■Lost-opportunity reports and dead-quote mining
- ■Price levels and customer-tier pricing
- ■Tax jurisdictions, delivery-based rates, exemptions
- ■Credit applications with terms builder
- ■Sales commissions with formula builder and draws
- ■Sales orders workboard with stuck-job alerts
Estimating
×14- ■Gauge / material / color-driven estimate builder
- ■Panels, trim, coil, sheet, custom items, accessories
- ■Per-category markup and batch markup
- ■35% commission red-line + margin approval gate
- ■Color-pending lines with one-click bulk resolve
- ■Kit builder — reusable estimate templates
- ■Coil calculator with mill-grade alloy math
- ■Sheet calculator with cut optimization
- ■AI satellite take-off with panel layout
- ■Visual roof-diagram copilot (facet picker)
- ■Measurement import from inspection reports
- ■Material check and reservation before commit
- ■ABC Supply live pricing on estimate lines
- ■Versioned revisions, PDF export, bulk actions
Fabrication & Production
×13- ■Work orders with BOM / kit consumption
- ■Trim shop queue with piece-count gates
- ■Coil slitting & sheet processing line control
- ■Daily LF processed, scrap, and yield stats
- ■Processing specs: trim profiles + yield calculator
- ■Shop-floor station board (drag-and-drop)
- ■Production runs with labor cost-per-unit
- ■Priority queue with one-tap job start
- ■Completion gate: photos, shelf, pallet reconcile
- ■QR thermal label designer (bins, badges, WOs)
- ■Production time-clock terminal (kiosk)
- ■DXF export + grouped cut sheets for CNC
- ■Supplier lead times for stock vs. custom paint
Inventory & Warehouse
×16- ■Coils, blanks, finished goods, accessories
- ■Coil instances — every physical coil tracked
- ■Slit by width / split by length with auto cost math
- ■Mill-tag OCR from a phone photo
- ■Full coil traceability chain
- ■Structured metal SKU auto-generation
- ■QR codes, scanning, and label printer support
- ■Cycle counts / physical inventory sessions
- ■Receiving with put-away + QC checklists
- ■Pick, pack, ship with QC gates
- ■Inter-warehouse transfers with approval
- ■Purchase orders with receiving status
- ■Lot, batch, serial, and UPC tracking
- ■Reorder points and low-stock alerts
- ■FIFO cost layers and aging visibility
- ■AI spreadsheet import for messy vendor files
Scheduling & Delivery
×10- ■Drag-and-drop delivery calendar
- ■Per-day route optimization
- ■Weather-aware scheduling with work-risk flags
- ■48-hour readiness and capacity warnings
- ■Blocking-item tracker with ready flags
- ■Automatic customer delivery notifications
- ■TV-ready schedule board (no logins)
- ■Daily job board for the warehouse
- ■Field crews with skills and capacity
- ■Daily job logs, site inspections, safety incidents
Billing & AR
×12- ■Invoices with email send and open tracking
- ■Branded pay links — Stripe or Stax
- ■Deposits that gate production
- ■Partial payments with automatic balances
- ■Card refunds from the invoice
- ■AR aging with 5 buckets
- ■AI collection recommendations + drafted emails
- ■Insurance supplements with AI assistant
- ■Job expenses with IRS tax categories
- ■AI receipt capture and extraction
- ■Per-job profitability / job costing
- ■Payments auto-post to the general ledger
Accounting & GL
×16- ■Double-entry GL with approval workflow
- ■EBITDA-classified chart of accounts
- ■GL posting rules engine (books post themselves)
- ■AP with aging buckets
- ■AI bill scanning with vendor price-list matching
- ■Plaid bank feeds + AI transaction identification
- ■Bank reconciliation with period soft/hard close
- ■MACRS fixed-asset depreciation
- ■Recurring JEs, bills, reversals, dunning
- ■Sales tax liability by jurisdiction + filing history
- ■Live P&L, balance sheet, cash flow, trial balance
- ■GL drill-down with running balance
- ■QuickBooks Desktop migration (ties to the penny)
- ■QuickBooks Online two-way sync
- ■FIFO inventory costing with cost layers
- ■Per-job cost tagging on entries and bills
Analytics & Reports
×13- ■Real-time KPI dashboard
- ■Revenue vs. target and pipeline by stage
- ■Lead-source breakdown (incl. door-knock, storm)
- ■Job profitability by type
- ■Customer win/loss, lost bids, churn
- ■Market + neighborhood intelligence
- ■Operations analytics — crew performance
- ■Rep performance and conversion
- ■BI chat — natural-language analyst
- ■AI-generated branded business reports
- ■PDF / Excel / CSV export with section picker
- ■Shareable report links with expiration
- ■Public inspection report viewer
AI Tools
×15- ■Winston copilot — voice + text, on every screen
- ■200+ agent actions that drive the app
- ■AI-guided onboarding conversation
- ■Price-sync agent for supplier price sheets
- ■AI receiving agent (packing-slip scan)
- ■AI inventory import
- ■Roof visualizer on the customer's house
- ■Exterior paint visualizer
- ■CAD 3D renders of custom trim
- ■Photo → technical line drawings
- ■VisionIQ marketing image generation
- ■AI website builder
- ■AI review responses (Google, Yelp…)
- ■Meeting recorder → transcript → assigned tasks
- ■AI email drafting and collections
Customer-Facing
×10- ■Branded customer portal (one link, no password)
- ■Project milestone tracker
- ■Two-way portal messaging
- ■Invoice viewer and online payment
- ■E-signature with ESIGN/UETA audit trail
- ■Finish + pitch selection at signing
- ■Delivery-date request at signing
- ■Online credit applications
- ■Expiring photo / document share galleries
- ■Supplier self-service pricing portal
Communications
×10- ■Two-way Gmail / Outlook inbox
- ■Threaded reply / reply-all / forward
- ■Auto-link emails to customers
- ■Per-job message threads with @-mentions
- ■Reply-by-email captured into job threads
- ■Per-sender notification emails from your domain
- ■Delivery-stage automations with metal-aware variables
- ■SMS suite with TCPA opt-out compliance
- ■Send logs, delivery status, full audit trail
- ■Two-way Google / Outlook calendar sync
People Ops
×12- ■Tablet time-clock kiosk (badge + PIN)
- ■Photo and GPS punch verification
- ■Breaks, OT, rounding, and missing-punch rules
- ■Timesheets with approval and audit trail
- ■PEO / payroll hours export
- ■Employee lifecycle: hire, suspend, rehire
- ■90-day probation tracking
- ■Certifications and license tracking
- ■Florida hiring pack and compliance library
- ■E-signed onboarding packets
- ■PTO requests, pay rates, performance reviews
- ■AI action queue — ranked daily to-do (My Work)
Platform & Security
×12- ■Custom roles with granular permissions
- ■Own / team / department / all data scopes
- ■TOTP two-factor auth, MFA-gated finance
- ■Complete audit logs with CSV export
- ■White-label branding studio
- ■Industry terminology customization
- ■Multi-location with switcher
- ■Workflow automations engine
- ■Drag-and-drop PDF document designer
- ■Integrations hub and API keys
- ■PWA install with offline photo/audio queues
- ■Command palette, 4 nav layouts, theme studio
Integrations & Migration
×13- ■ABC Supply: catalog, live pricing, ordering
- ■ABC Supply webhooks — invoice variance alerts
- ■AccuLynx full-history migration
- ■QuickBooks Desktop migration wizard
- ■QuickBooks Online two-way sync
- ■Stripe + Stax dual payment processors
- ■Plaid bank feeds
- ■Twilio SMS
- ■Gmail / Outlook email
- ■Google / Outlook calendars
- ■Google Business Profile reviews
- ■Stripe Tax jurisdiction resolution
- ■Carrier API integrations for shipping
397 capabilities counted across 15 modules — and the AI copilot can drive nearly all of them for you.
Integrations
Plays well with the tools you already pay for.
Your distributor, your bank, your processor, your inbox — wired in. And when you're ready to leave the old system, the migration wizards bring your history with you.
ABC Supply
Live pricing · direct ordering · webhooks
QuickBooks
Desktop migration · Online two-way sync
Stripe
Payments · Connect · Tax
Stax
Your own merchant account
Plaid
Automatic bank feeds
Twilio
Compliant two-way SMS
Gmail
Two-way inbox sync
Outlook
Email + calendar sync
Google Calendar
Two-way schedule sync
Google Business
Review management
AccuLynx
One-click migration
+ Integrations hub with API keys for everything else
Ready when you are
Run your shop on
Metal Caddie
AI-guided onboarding stands your shop up step by step — and the migration wizards bring your QuickBooks and AccuLynx history along. You're not starting over. You're upgrading.