Business system / Field service & property
CRM and job management for roofing contractors
From the first lead to the final invoice. Measure the roof, price three options, win the job, schedule the crew and see the real margin when it is done.
Built for: Roofing contractors and other trade businesses that estimate and schedule crews.
Demo login
user@gmail.com · UserABC@
Or press “Use test account” on the login page. Data stays in your browser.
Demo brand: Roofline, a fictional business we built to show the work.
roofline-ivory.vercel.app
What the demo does
- Sales pipeline with value and weighted forecast per stage
- Roof estimator with good, better and best options and a printable proposal
- Crew schedule with conflict warnings
- Job costing: estimated against actual materials and labour
- Accepting an estimate creates the job and the deposit invoice
Modules in the demo
- Dashboard
- Pipeline
- Roof estimator
- Leads
- Estimates
- Crew schedule
- Jobs
- Job costing
Everything is responsive and works on phones. For your business we adapt the design, content and features, and connect it to the tools you already use.
A closer look
Related
All systems
Want something like this for your business?
Tell us how you work today. We will suggest what to keep, what to change and what it would take.