01
SEC 01 · FAQ
Frequently asked questions

# Answers, not guesswork.

Straight answers about the platform, ProCanvas, Owners Box, AI estimating, and the Founders License — pulled from real conversations with contractors. Claims marked * tie back to our internal & field-testing disclaimer.

Overview Sales & follow-ups ProCanvas Projects & portal Owners Box & team AI estimating Reporting & integrations Who it's for Roadmap Founders License About & disclaimer
02
SEC 02 · OVERVIEW
Overview & platform

## What LynkedUp Pro actually is.

What is LynkedUp Pro?

LynkedUp Pro is an AI-powered contractor CRM and construction operations platform built to help roofing, restoration, and construction companies manage leads, sales, projects, crews, documents, follow-ups, invoices, and job updates from one connected system.

Who is LynkedUp Pro built for?

Contractors, roofers, restoration companies, field sales teams, project managers, owners, admins, canvassers, subcontractors, and growing construction businesses that need better visibility across sales and production.

Is LynkedUp Pro just a CRM?

No. LynkedUp Pro includes CRM tools, but it is designed to operate more like a full contractor business command center. It connects sales, project management, canvassing, automation, customer communication, document storage, owner reporting, and upcoming AI-powered estimating features.

What makes LynkedUp Pro different from other contractor CRMs?

LynkedUp Pro was built from real contractor workflows, not just generic software templates. The platform is designed to help contractors move faster, reduce missed follow-ups, improve job visibility, and keep sales, production, and ownership aligned from first lead to final payment.*

What can I manage inside LynkedUp Pro?

Leads, contacts, customers, jobs, inspections, estimates, project stages, documents, photos, invoices, payments, follow-ups, team members, subcontractors, and business health reporting, depending on your plan and enabled features.

03
SEC 03 · SALES & FOLLOW-UPS
Sales, follow-ups & messaging

## Never let a lead go quiet.

Does LynkedUp Pro help with follow-ups?

Yes. LynkedUp Pro is designed to automate follow-ups by text and email for leads, appointments, estimates, active jobs, completed projects, review requests, referrals, and re-engagement campaigns.*

Can LynkedUp Pro send SMS and email messages?

Yes. LynkedUp Pro supports customer communication through SMS and email workflows. SMS, email, usage, sending numbers, data, and related messaging services may require additional monthly charges depending on volume and configuration.

Does each company need its own phone number for texting?

Most companies should use a dedicated sending number or approved messaging setup for better deliverability, branding, tracking, and compliance. LynkedUp Pro can support tenant-level communication setup so each company can manage its own customer messaging environment.

Does LynkedUp Pro support automated appointment reminders?

Yes. LynkedUp Pro can help automate appointment confirmations, prep reminders, on-the-way messages, estimate follow-ups, job updates, and post-project review requests.*

Can LynkedUp Pro help reduce missed follow-ups?

Yes. LynkedUp Pro is designed to reduce missed follow-ups by automating reminders, customer messages, lead nurture sequences, and estimate follow-up workflows.*

Can LynkedUp Pro help my reps sell more?

LynkedUp Pro is designed to help reps stay organized, respond faster, follow up consistently, and manage opportunities more clearly, which may help improve sales performance when used correctly.*

04
SEC 04 · PROCANVAS
ProCanvas · field canvassing

## Door knocking, mapped and measured.

What is ProCanvas?

ProCanvas is LynkedUp Pro's field canvassing system. It is designed to turn door knocking and field prospecting into a mobile-first, map-based workflow with property intelligence, lead tracking, rep activity, check-ins, leaderboards, and CRM syncing.*

How does ProCanvas help sales reps?

ProCanvas helps reps see where they are working, log activity, track knocks, set inspections, capture notes, and push qualified opportunities into the CRM. It is designed to make canvassing feel more organized, competitive, and easier to manage.*

Can owners see what the field team is doing?

Yes. Owners and managers can view activity, pipeline movement, job status, follow-ups, and team performance from inside the platform. This helps leadership see the health of the business without chasing updates across multiple tools.*

05
SEC 05 · PROJECTS & PORTAL
Projects, customer portal & documents

## One job file, every stakeholder.

What is the Project Command Center?

The Project Command Center is the central view for a job. It is designed to show customer details, project status, estimate information, documents, photos, payments, production updates, activity history, and risk indicators in one place.

Does LynkedUp Pro include a customer portal?

Yes. LynkedUp Pro includes customer portal functionality designed to keep homeowners updated on project status, technician ETA, next steps, approvals, change order requests, messages, and project notifications.

Can customers approve estimates or change orders online?

Yes. LynkedUp Pro is designed to support customer approvals, estimate reviews, change order requests, status updates, and documented communication from the customer portal.

Can subcontractors upload job photos?

Yes. LynkedUp Pro is designed to allow subcontractors or field users to upload photos, document completed work, and confirm that a job is ready for the next stage of production or payment review.

Can owners approve subcontractor payment releases?

Yes. LynkedUp Pro is designed to help owners or authorized managers review job completion evidence before releasing subcontractor payments or commission-related approvals.

Can LynkedUp Pro help project managers run jobs better?

Yes. LynkedUp Pro is designed to help project managers track project stages, job photos, customer updates, crew activity, documents, schedules, production notes, and next steps in one place.*

06
SEC 06 · OWNERS BOX
Owners Box, team & roles

## The back office, run from one screen.

What is Owners Box?

Owners Box is LynkedUp Pro's back-office command center. It is designed to help manage HR, onboarding, team roles, vendor documents, compliance alerts, company files, accounting visibility, action alerts, and owner-level business health.

Can LynkedUp Pro help with onboarding new team members?

Yes. LynkedUp Pro is designed to make onboarding easier by allowing admins to invite new users, collect required information, classify team roles, manage documents, and track onboarding status.*

What roles can be assigned inside LynkedUp Pro?

Common roles include Owner, Admin, Sales Rep, Project Manager, Site Supervisor, Canvasser, Subcontractor, Sales Manager, Team Lead, and Other. Smaller companies can also assign multiple responsibilities to the same person.

Can LynkedUp Pro help owners understand business health?

Yes. LynkedUp Pro is designed to give owners better visibility into active jobs, follow-ups, payments, production status, team activity, compliance items, and business alerts.*

07
SEC 07 · AI ESTIMATING
AI estimating

## AI-assisted, human-reviewed.

Can LynkedUp Pro help with roofing estimates?

Yes. LynkedUp Pro includes current and upcoming estimating workflows designed for retail roofing, storm restoration, insurance-style scopes, Good / Better / Best options, proposal generation, and homeowner-friendly explanations.*

Does LynkedUp Pro replace Xactimate?

LynkedUp Pro is not positioned as a direct replacement for every Xactimate use case. It is designed to help contractors create structured, evidence-supported estimating workflows and proposal outputs. Insurance-grade and courtroom-ready estimating features may depend on enabled modules, data quality, and workflow setup.

Does LynkedUp Pro use AI?

Yes. LynkedUp Pro uses AI to support automation, task guidance, project insights, proposal assistance, follow-up workflows, and upcoming evidence-based estimating and field capture tools.

Is the AI always accurate?

No. AI should always be reviewed by a qualified human. LynkedUp Pro is designed to assist contractors, not replace professional judgment, code compliance review, carrier requirements, or final business decisions.

08
SEC 08 · REPORTING & INTEGRATIONS
Reporting, customization & integrations

## Fits the way you already run jobs.

Does LynkedUp Pro include reporting?

Yes. LynkedUp Pro is designed to include reporting and dashboard views for leads, sales activity, project status, follow-ups, production, payments, and owner-level business insights.

Can LynkedUp Pro be customized?

Yes. LynkedUp Pro is built to be customizable. Contractors can use the platform out of the box or discuss custom workflows, automations, dashboards, forms, integrations, and business-specific modifications.

Can LynkedUp Pro be customized for my company's process?

Yes. LynkedUp Pro can be configured around your sales process, production stages, team structure, lead sources, automation sequences, customer communication style, and reporting needs.

Does LynkedUp Pro integrate with other tools?

LynkedUp Pro is designed to support integrations with common business systems such as calendars, communication tools, accounting platforms, payment systems, proposal workflows, and data providers depending on the configuration and development roadmap.

Does LynkedUp Pro support payments and invoices?

Yes. LynkedUp Pro is designed to support invoice and payment workflows. Payment processor fees, third-party service fees, and advanced payment automations may be billed separately.

09
SEC 09 · WHO IT'S FOR
Who it's for & mobile

## From one truck to a whole crew.

Is LynkedUp Pro mobile-friendly?

Yes. LynkedUp Pro is designed for contractors who work from the field, office, truck, jobsite, and home. Key workflows are designed to be mobile-first or mobile-friendly.

Does LynkedUp Pro work for companies with small teams?

Yes. LynkedUp Pro is designed for both smaller contractors where people wear multiple hats and growing companies that need more structure across sales, production, admin, and ownership.

Does LynkedUp Pro work for larger construction teams?

Yes. LynkedUp Pro is designed to support teams with multiple reps, project managers, admins, subcontractors, managers, and owners who need role-based visibility and workflow control.

Is LynkedUp Pro only for roofing companies?

No. Roofing is a major focus, but LynkedUp Pro is designed for construction, restoration, exterior remodeling, field sales, trade contractors, and service-based construction businesses.

10
SEC 10 · ROADMAP
Roadmap & availability

## What's shipped, what's next.

What upcoming features are planned?

Upcoming and advanced features may include enhanced AI estimating, retail proposal tools, insurance-grade estimate support, LiDAR and digital twin workflows, advanced canvassing intelligence, expanded automation, customer portal improvements, owner reporting, and deeper back-office controls.

Are all features available today?

Not every feature may be available for every user, plan, or stage of rollout. Some features are active, some are in beta, and some are part of the upcoming roadmap. Availability may vary by subscription, license, configuration, and development phase.

11
SEC 11 · FOUNDERS LICENSE
Founders License & getting started

## Reserve access before it's public.

What is the Founders License?

The Founders License is a limited early-access offer for select companies that want to reserve access before standard pricing and public availability. Per-seat Starter and Pro plans are currently on hold while this offer is live. Founders License terms, limits, included features, and usage costs should be reviewed before purchase.

How much does the Founders Lifetime License cost?

$2,000, one-time. It reserves lifetime access to the core platform under the Founders License terms while per-seat pricing is on hold. SMS, email, data usage, GPU usage, advanced AI features, Campaign-X, LiDAR scans, digital twin technology, custom development, and third-party services may still incur additional monthly or usage-based charges.

Does the Founders License include everything forever?

No. The Founders License includes access to core platform features based on the license terms. SMS, email, data usage, GPU usage, advanced AI features, Campaign-X, LiDAR scans, digital twin technology, custom development, and third-party services may incur additional monthly or usage-based charges.

Why should I book a demo?

A demo gives you a direct look at the LynkedUp Pro platform, current features, upcoming roadmap, and how the system can fit your company's sales, production, and owner workflows.

How long is the demo?

The standard demo is 30 minutes and gives you a walkthrough of the LynkedUp Pro platform and upcoming features. A 1-hour custom buildout meeting is available for companies that want to discuss deeper customization or a business-specific solution.

How do I reserve my spot?

You can reserve your spot by booking a demo or requesting access before the Founders License offer is gone. Availability may be limited by company, license count, rollout phase, or onboarding capacity.

12
SEC 12 · ABOUT
About LynkedUp Pro

## Built by contractors, tested in the field.

Is LynkedUp Pro a new company?

Yes. LynkedUp Pro is a new and growing company. Some claims, results, projections, workflows, and performance statements are based on internal testing and field testing with founding users.*

Why are some claims marked with an asterisk?

Claims marked with an asterisk are based on internal testing, field testing, early workflows, founding-user feedback, projected use cases, or controlled product testing. Results may vary by company, team size, setup, data quality, adoption, market, and usage.

Is LynkedUp Pro built by contractors?

Yes. LynkedUp Pro was built from real contractor experience and is designed around the daily problems contractors face in sales, production, communication, follow-up, documentation, and owner visibility.

Website disclaimer for asterisk claims*

Claims marked with an asterisk are based on a mix of internal testing, field testing, early product workflows, founding-user feedback, and projected use cases. LynkedUp Pro is a new and growing company curated by a group of construction industry veterans and some of the brightest minds in technology and AI. Results may vary by business size, team adoption, data quality, configuration, market conditions, usage volume, and enabled features. Some user names, company names, or examples may be changed to protect customer privacy and trade secrets.

13
SEC 13 · BOOK
✓ STILL HAVE QUESTIONS?

## Bring your real questions.

Get a 30-minute walkthrough of the platform, or a 1-hour buildout call if your workflow needs custom work.

Book a demo Call (866) 259-6533