Current: Trust Start with the pipeline leak audit, then inspect the billable event standard. Next: Leak audit
Trust architecture

Audit the machine before paying the bonus fee

RoofPipeAI trust is not a soft promise. Billing depends on approval controls, suppression, unsubscribe, source evidence, CRM/calendar/email trace, duplicate detection, exclusion windows, dispute workflow, reversal workflow, and human correction.

Hard rule

A human can correct evidence, but cannot create a billable opportunity without source-system proof.

Approval controls

High-risk messages stay in approval. Humans can approve, reject, edit, or exclude before send.

Suppression and unsubscribe

Suppression, unsubscribe, do-not-contact, and sender boundaries are operating controls, not optional settings.

Source-system evidence

Calendar, campaign, contact/account, CRM, email, and attendance traces decide whether a fee can pass.

Duplicate and exclusion review

Duplicates, residential-only leads, internal tests, missing records, and cancellations are excluded or disputed.

Dispute and reversal workflow

Booked and attended events remain reviewable. Failed events become pending, excluded, or reversed.

No manual fee creation

A human can correct evidence, but cannot create a billable opportunity without source-system proof.

Control matrix

What the contractor controls and what RoofPipeAI must prove

ControlContractor can doRoofPipeAI must prove
Outreach approvalApprove, reject, edit, or excludeDraft, campaign source, sender trace
SuppressionSuppress domains, contacts, owners, marketsSuppression respected before send
UnsubscribeKeep unsubscribed contacts out of outreachUnsubscribe and suppression trace
Meeting qualificationDispute, correct, excludeCalendar, contact, CRM, and RoofPipeAI campaign evidence
Attended statusConfirm, dispute, or reverseAttendance evidence and no exclusion
Billing ledgerReview booked and attended eventsClean ledger with fee class and dispute window

Allowed integration categories only

The current site lists generic systems only. Roofing-specific connector support is not claimed unless implemented.

Generic integration

Gmail / Outlook

Generic integration

Google Calendar / Outlook Calendar

Generic integration

HubSpot / Salesforce

Generic integration

Google Sheets

Generic integration

Slack / Teams