Pipeline, follow-up, estimates, e-signed contracts, invoicing, and dispatch — fed by the measurement your crew already takes.
Before anything gets measured there is a lead, and a lead that nobody follows up is the most expensive thing in the business. The pipeline, the playbooks, and the priorities queue are the same ones on every plan.
Each stage schedules its own next touch, so a quote that went quiet still gets a call.
One queue of what is due today, for you or for the whole office.
Every call, text, estimate, and signature written to the customer and the job.
Conversion by source, revenue, margin, AR aging, channel ROI, and crew productivity.
The measurement is not a document you re-key. Quantities from the canvas run through your price book and assemblies into a priced proposal — tag to invoice, with no import step.
Options and discounts on the proposal, a signature at the kitchen table or by link, and the deposit request the moment they sign.
Good/better/best on one proposal, with the discount calculated once and shown the way the customer will see it.
Sign at the table or by link. The signed proposal is the contract of record.
Signed, numbered, and added to the agreement — the deck that was worse than it looked is billable.
Stripe card payments, deposits, progress billing, promises to pay, and a customer portal with a Pay button.
Roofing is a headcount business, and the bill should not be. You pay for office and admin desks; the crew on the roof is free.
This page is one trade's view of it. The pipeline, customers, reports, and job hubs are the same on every plan.
The CRM ships on iPhone, iPad, and Mac, with a web console for the office. Measuring is free forever.