One buyer. One price. Last year.
That is what Verisk paid for AccuLynx.
AccuLynx is roofing software.
You are not early to this market.You are early to the part nobody finished.
Everything here has already been paid for once.
Six companies. Each one governs part of the same job, and each one has a number attached to what that part was worth.
Beside each one: what SystemX does in that same lane today, and what changes when it is finished.
Capability only. SystemX has no customers, no revenue and no market position. Nothing here claims otherwise. Finished means the eleven items on the not-yet-fitted list are done. Every one of them is work on top of a system already running a business — but none of it is free, and none of it is instant.
AccuLynx
Runs a roofing company from the knock to the check.
Known for. Aerial measurement, material orders and insurance supplements in one job file. Who buys. Roofers. Only roofers. Size. About 175 employees · $165–300 per user each month
Verisk, July 2025. A Delaware court ordered it forward on 7 August 2026. Still subject to FTC clearance.
What a buyer agreed to pay to own the whole company.
We match them on the job file and the insurance maths, and go past them where they stop.
- Aerial roof measurement through provider relationships
- Direct material ordering into supplier branches
- Insurance supplement workflow with carriers
- Ten years of roofing customers and about 175 employees
- One approval builds the job, scope, permits, claim, deposits and receivables together
- Commission with a margin floor, governed draws, and a rolling cash forecast — they hand all three to a spreadsheet
- Production held until deposits are genuinely in and permits genuinely closed
- No aerial measurement — a roof still has to be measured another way
- No direct supplier ordering
- No carrier relationships
- An aerial measurement partner
- Supplier ordering
Two integrations stand between us and everything a $2.35B sale was priced on.
Two and a third billion dollars was agreed for six of the ten stages. We hold those six, and four more they never attempted.
CompanyCam
Puts every job-site photo in the right folder.
Known for. Photo documentation. That is the entire product. Who buys. Roofers, painters, remodelers, restoration crews. Size. About 50,000 customers
Reported, not company-confirmed. $415M was invested — a different number entirely.
What the company is said to be worth. Reported, not confirmed by the company.
They organise photographs. We bind the photograph to the finding it proves — and trail them on everything built for scale.
- About 50,000 customers and hundreds of thousands of users
- Video, before-and-after pairing, search across a large library
- Comments, mentions and an office dashboard
- A large ecosystem of connections to other software
- The photo is attached to the specific finding, not to a folder — the one thing they do not do at all
- A full inspection captured on a roof with no signal
- Your own checklists, thirteen field types, without a software change
- A share link that expires, can be revoked, and logs every view
- No video, no before-and-after pairing, no photo search
- No office dashboard — the phone is not enough
- No comments, mentions or activity feed
- Not downloadable by anyone yet
- Public release
- An office dashboard
- Video
- XCam connected to the SystemX engine
Connected to the engine, the evidence stops being a photo library and becomes part of the claim.
Two billion dollars for putting photographs in the right folder. That is the clearest proof on this page that one stage, done properly, is a company.
ServiceTitan
Runs the office, the dispatch board and the trucks.
Known for. Dispatch. Right technician, right house, right price. Who buys. HVAC, plumbing, electrical and roofing contractors. Size. 10,800 customers · about $89,000 each per year
Public company. $82.1B was invoiced through the platform — that is its customers' money, not its revenue.
What the company collected from its customers in a year.
They own the truck. We own the money after the truck.
- The dispatch board and crew scheduling — the category standard
- Call booking and membership sales
- 10,800 customers at about $89,000 each, above 95% retention
- $82.1B invoiced through the platform by its customers
- Commission that cannot outrun the job's margin — they do not enforce this
- Draws on a governed ledger that repay themselves out of commission — they have no draws at all
- A rolling cash forecast per bank account, per period
- No crew scheduling
- No dispatch board
- No call booking or membership sales
- No customers, no revenue, no retention record
- Crew scheduling
- Dispatch
Dispatch is the single largest piece of finishing work on the list, and it is the only ground where they are genuinely ahead.
Almost a billion dollars a year, and about $89,000 from every customer — and draws are still absent, payroll and cash still handled rather than governed.
Procore
The command centre on a large job site.
Known for. One set of drawings everybody works off. Who buys. General contractors, owners and large subcontractors. Size. 2,710 customers paying over $100,000 a year
Public company. 2025 annual filing.
What the company collected from its customers in a year.
Built for a different job site. On residential money they were never in the race.
- One set of drawings everybody works off
- Document and submittal control at commercial scale
- Portfolio financial reporting and pay applications
- 2,710 customers each paying over $100,000 a year
- Costs land in buckets and margin moves the same second, on every change
- Commissions, draws and cash — none of which they attempt for residential
- Receivables, payment allocation and mortgage-check tracking
- No drawings, submittals or document control
- No portfolio reporting across many projects
- Nothing built for the scale of a commercial job site
- Accounting connection
- Automatic invoicing
We are not chasing their job site. Finishing here is about closing our own books, not theirs.
Over a billion dollars a year proving that contractors will pay serious money for financial control. They just aimed it at the wrong end of the market for us.
BuildOps
Service and projects for commercial contractors.
Known for. Turning one-off service calls into recurring contracts. Who buys. Commercial HVAC, electrical, plumbing and fire contractors. Size. Over 1,000 commercial contractors
Reported. $127M was invested — again, a different number. Founded 2018.
What the company is said to be worth. Reported, not confirmed by the company.
The newest company here, and it still stops where the others stop.
- Dispatch and technician scheduling for commercial trades
- Turning one-off calls into recurring service contracts
- Over 1,000 commercial contractors
- A billion-dollar valuation seven years from founding
- Commission with a margin floor, and governed draws
- A rolling cash forecast
- One approval building the whole operating file
- No dispatch or technician scheduling
- No recurring service contract model
- No commercial trade coverage
- Dispatch
- Recurring service agreements
Recurring service is a different business model, not just a missing feature. It is a decision, not a task.
A billion dollars in seven years, from a standing start, and still no commission engine underneath it. This category is not closed.
SPOTIO
Draws the territory and proves who knocked.
Known for. Territory management and location-verified activity. Who buys. Door-to-door and territory sales teams. Size. Not published
No valuation, no revenue, no customer count has ever been published.
The company has never published a number.
We govern the assignment harder than they do. They own the phone in the rep's hand.
- Drawn territories and location-verified activity
- A shipped phone app in both stores
- Route planning that cuts windshield time
- Connections into Salesforce, HubSpot and Dynamics
- Real drawn boundaries, and the routing decision written where nobody can edit it
- Weighted rotation that respects each rep's share and skips anyone paused
- Door-knocking map drops promoted straight into live pipeline
- Every live lead forced to carry an open next action
- No phone app for reps in the field
- No route planning
- No connections to outside sales software
- A rep phone app
- Route planning
Finishing those two closes the only ground they hold over us.
The one company here that never published a number. Selling alone is the smallest wallet in this market — and we already do the harder half of it.
Every one of them owns one piece of the same job.
Nobody bought six different systems because they wanted six different systems.
They bought them because the lead, the estimate, the contract, the job, the cost, the commission and the payroll were never connected. Every seam between those systems is a place where money goes missing and nobody can say exactly where.
The seams are the opportunity.
Ten stages from first contact to cash.
This is the run every contracting business makes, over and over. Pick a platform and watch how far down it actually reaches.
Governs six of the ten stages. AccuLynx runs a roofing company well right up to the margin — then hands commissions, draws and cash forecasting to a spreadsheet and an accountant. A public company still agreed to pay $2.35 billion for exactly that much of the lifecycle.
Ours on the left. Whoever owns it on the right.
SystemX is not one program. It is a set of engines, each one governing a single part of the business. Here is each one lined up against the company that already owns that stage — and what that company is worth for owning it.
Read the right-hand column down. Two of them are empty.
Govern incoming opportunity flow
A lead lands at an address. The system works out the territory, picks the next rep in a fair rotation, creates his first task and writes the decision where nobody can edit it.
- Real drawn boundaries — not zip-code guesswork
- Fair rotation that respects each rep's share and skips anyone paused
- Door-knocking map drops promoted straight into live pipeline
- Every live lead forced to carry an open next action
- Rep points written to a ledger only the engine can write to
SPOTIO
Territory management and location-verified activity for outside sales teams.
- Shipped mobile app in both stores
- Route planning that cuts windshield time
- Connects to Salesforce, HubSpot and Dynamics
- A support and customer-success organisation
Turn field truth into a priced proposal
Change a measurement, hit save, and the whole estimate reprices itself off the supplier branch's live price list.
- A roof system explodes into every component in the recipe
- Conversion factors, waste percentage, rounding to a sellable unit
- Insurance replacement cost, depreciation, actual cash value, supplements
- An accepted proposal becomes a contract with the financials frozen in
AccuLynx
Roofing estimating with aerial measurement, supplier ordering and insurance supplements.
- Aerial measurement provider relationships
- Direct supplier ordering
- Insurance carrier workflow ties
- About 175 employees. Roofers only.
Govern execution in the real world
One contract approval builds the entire operating file. Eight engines, about 9,000 lines of rules, one click.
- Job, scope lines, permit file and permit requirements by jurisdiction
- Insurance claim, deposits, prepayment, credit memo, receivables
- Production will not advance until deposits are genuinely in and permits genuinely closed
- Work hands between departments automatically when a stage closes
- Nobody rekeys the job from sales into production
Honest gap. Crew scheduling and dispatch are not built. That is ServiceTitan's ground today.
ServiceTitan
The operating platform for HVAC, plumbing and electrical contractors.
- Dispatch board and crew scheduling — the category standard
- Call booking and membership sales
- 10,800 customers, above 95% retention
- $82.1B invoiced through the platform
Make job-level truth visible
Book a cost and the margin moves that second. Not at month end. Not three weeks late with a spreadsheet and a bad feeling.
- Materials, subcontractor, labour, freight, equipment, permits, dumpster
- Total cost, overhead, gross profit and margin recalculated on every change
- Receivables per contract, payments allocated to what they were for
- Mortgage-endorsed checks tracked separately so nobody mistakes them for cash
Procore and ServiceTitan
Job costing at the top of the market, on the largest projects in the country.
- Portfolio-level financial reporting
- Pay applications and invoice management
- Procore: 2,710 customers paying over $100K a year
Pay from truth the system already holds
Where almost everybody stops. Commission cannot outrun the job's margin. If the job did not earn it, the system will not pay it.
- Nine roles share a commission on a plan the owner sets — no software change
- Profit under your minimum cuts the commissionable base to what the job actually earned
- Draws issued against a real credit limit — ask for too much and it is refused
- Advances on a ledger nobody can alter; balances rebuild from the ledger
- Draws repay themselves out of approved commission; negatives roll forward as tracked debt
Honest gap. SystemX prepares gross payroll. It does not file taxes, withhold, or work out net pay. That stays with ADP or Gusto.
Open ground
The audit went looking for a major contractor platform that makes margin-enforced commission and governed draws a core capability.
- It did not find one
- The nearest comparisons are dedicated sales-commission tools, not contractor software
- This is an absence of found evidence — not proof that nobody has it
See the cash before the consequences arrive
Built to answer the one question every owner has laid awake on: can I make payroll three weeks from now?
- A rolling forward view per bank account, per period
- Three columns — money in the bank, money promised, money expected
- Fed automatically from customer payments and planned production costs
- Change one thing and that period and every period after it rebuild
Open ground
When the audit looked for something to compare this to, it did not reach for another contractor platform.
- It reached for QuickBooks cash-flow planning
- And for dedicated treasury tools
- Contractor software generally hands this to the accountant
Turn what the inspector saw into something that holds up
The photograph is attached to the finding it proves. Not to a folder. To the finding.
- A full inspection captured on a roof with no signal, synced later
- “Decking condition: poor” — and the photo proving it stays bolted to that line
- Circle the hail hit without touching the original file
- Your own checklist, thirteen field types, built without a software change
- Branded report on a link that expires, can be revoked, and logs every view
- The assistant drafts the write-up and cannot save anything until the inspector accepts it
Honest gap. XCam and the SystemX engine are two working products designed to connect. That connection is not built.
CompanyCam
Job-site photo documentation. That is the whole product — and it built a two-billion-dollar company.
- About 50,000 customers, hundreds of thousands of users
- Video, before-and-after pairing, photo search at scale
- Team collaboration and a web dashboard
- A large ecosystem of connections to other software
Commission cannot outrun margin.
Push this job over budget and watch what happens to the cheque. Move either slider.
8% of net sale. Set before anyone knew what the job cost.
$3,240Does not move
35% of profit, calculated after production is complete.
$2,137Moves with the job
That is what the old way pays out on profit this job never made. On one job. Multiply it by a year.
If the job did not earn it, the system will not pay it.
And once payroll starts, the numbers freeze. Nobody can quietly edit what a job earned after the run has begun.
It was not theorisedin a conference room
eROOF is the first operator running on SystemX. Roofing, inspections, storm restoration and claim work across West Texas and New Mexico. The system was built by people who lived the problem — inside a company that had to make payroll while they built it.
“eROOF proves execution while SystemX defines infrastructure.”
Automations running on the live
system right now
Not planned. Not designed. Running. Of 304 registered automations, 261 are active and 43 are switched off.
Counted off a live snapshot of the working system by a read-only inspection that wrote nothing, ran nothing and changed nothing.
- 192Business tables
- 61,763Lines of business rules
- 439Forms
- 1,060Saved office screens
- 21,880Lines in XCam
- 239Automatic checks on XCam
XCam against a two-billion-dollar camera app.
What each one can do, and nothing else. CompanyCam has fifty thousand customers and ten years of revenue. XCam has neither, because it has not gone to market. But on the spec sheet, this is where the two actually stand.
Read it straight. CompanyCam takes the breadth — video, before and after, search, collaboration, an office dashboard, an ecosystem, and fifty thousand paying customers. Those are real, and they are why it is worth two billion dollars.
But look at the top row. The one thing XCam does that CompanyCam does not do at all is bind the photograph to the finding it proves. When the adjuster argues eighteen months from now, the claim and its evidence are still bolted together. That is a different product, not a lesser one — and every other row it holds, it holds against a two-billion-dollar company.
Standard equipment. And what is not yet fitted.
Every launch prints the range and the charge time. This is the page that makes the rest of it believable.
Standard equipment
BUILT & RUNNINGBuilt · running · verified
- Territory routing, with the assignment written where nobody can edit it
- Estimating that reprices itself off live supplier pricing
- Insurance replacement cost, depreciation, actual cash value, supplements
- One approval builds the job, scope, permits, claim, deposits and receivablesEight engines · about 9,000 lines of rules · one state change
- Production held until deposits are in and permits are closed
- Job costing to real margin on every cost change
- Receivables, payment allocation and mortgage-check tracking
- Rolling cash forecast — in the bank, promised, expected
- Commission across nine roles, with the margin floor enforced
- Governed draws that repay themselves out of commission
- Payroll prepared from the primary records
- Offline field inspections with the evidence bound to the finding
- 261 automations live on the system
Not yet fitted
NOT YET FITTEDFinishing work · costs money and time
- Crew scheduling and dispatchServiceTitan, BuildOps and Jobber own this today
- Invoices raised automaticallyBuilt, but switched off
- Card and bank payment processingNo gateway exists
- QuickBooks, Xero or Sage connectionNo connector exists
- Payroll execution — tax, withholding, net paySystemX prepares gross payroll. It is not a payroll bureau.
- One finished screen for customersThree operator consoles across two systems today
- XCam connected to the SystemX engineTwo working products designed to connect. The connection is not built.
- The main engine running more than one companyXCam already handles many. The engine runs one organisation.
- XCam downloadable by anyoneRegistered with Apple 17 August 2026. Submission underway.
- Signatures and change ordersThe records exist. Nothing drives them yet.
- A marketplace of connections to other software
Read the right-hand column again. Not one line on it says we have not started. Every item is finishing work sitting on top of a system that is running a business today.
The market has already paid billions for individual pieces of this problem.
SystemX has working capability across several of those pieces at once.
What is it worth if they become one product?
No valuation is claimed here. None is implied. An amount invested is not a company value, anywhere on this page.