Every roof from first call to final check—tracked by a checklist your crew actually uses.
Stop hunting through text threads, spreadsheets, and scattered calendars to find out if a permit cleared or an invoice went out. Project Roofer unites a 14-stage gated workflow, your existing Google Drive project folders, crew scheduling, GPS hourly labor costing, and accounts receivable in one disciplined workspace.
14 Stages
Enforced gates from Inquiry to Closed/Paid
≤ 2 Clicks
To open any job's Google Drive folder
7 Fixed Roles
Crew leads never see margins or AR aging
Henderson Full Roof Replacement (34 Sq)
418 Sycamore Ridge Ln, Upper Arlington, OH · Owens Corning Duration (Driftwood)
Blocked: “Confirm municipal permit requirements” — Awaiting Upper Arlington dumpster sign-off.
Record customer acceptance & attach signed contract
Devon Brooks · Linked in Drive
Assign installation crew (Crew Alpha — Carlos Mendez)
Grant Mercer · Confirmed
Confirm municipal permit requirements
Blocked · Follow-up Nov 1
Confirm materials delivered on site (ABC Supply PO-8841)
Partial receipt (2 boxes flashing backordered)
Standardized Operations Spine
From First Phone Call to Final Invoice in 14 Auditable Stages
New inquiry
Checklist tracked per phase
Contact & qualification
Checklist tracked per phase
Inspection scheduled
Checklist tracked per phase
Estimate in preparation
Checklist tracked per phase
Proposal ready / presented
Checklist tracked per phase
Awaiting decision
Checklist tracked per phase
Contract signed
Requires signed contract reference & recorded acceptance
Job preparation
Checklist tracked per phase
Installation scheduled
Requires crew assignment and materials ordered
In progress
Checklist tracked per phase
Final inspection / punch list
Checklist tracked per phase
Ready to invoice
Requires final inspection and mandatory punch-list tasks completed
Awaiting payment
Checklist tracked per phase
Closed / paid
Requires zero outstanding invoice balance and completed walkthrough
Designed for Office Desks & Field Phones
Solve the six bottlenecks that stall roofing cash flow
Hard Stage Gates & Audited Overrides
Salespeople cannot advance a job past “Contract signed” without attaching a signed agreement, and PMs cannot mark “Ready to invoice” with open mandatory punch-list items—unless an authorized manager logs an audited override reason.
One-Folder-Per-Job Google Drive
Keep your existing Google Drive structure. Link existing folders immediately without OAuth friction, or enable the Drive Automation module to idempotently create folders from your naming template.
Crew Conflict & Weather Delay Controls
Detect overlapping crew assignments on the server before saving, track subcontractor rosters without requiring accounts for every laborer, and log weather delays while preserving historical schedule dates.
Immutable Proposals & Receivables Math
Revising an estimate creates a new version snapshot without overwriting accepted contracts. Track deposits, partial payments, reversals, and AR aging (Current, 1–30, 31–60, 61–90, 90+ days) in exact integer cents.
Field-Ready Mobile View for Crew Leads
Crew leads see only their assigned jobs, site access instructions, material delivery status, and large 44×44px touch controls—never company receivables, sales margins, or subscription billing.
Modular Adoption Without Lock-In
Enable Scheduling, Sales Documents, Materials & Production, or Receivables as your company matures. Disabling a module stops new writes while preserving a read-only archive and CSV export path.
Bounded Service Architecture
Core Foundation + Configurable Operational Modules
Foundation & Identity
Multi-tenant workspaces, role-based access control, staff invitations, notifications, and immutable audit trail.
Included in all plans
Roofing CRM & Properties
Customer records, multi-property profiles, roof specifications, call/visit logs, and duplicate detection.
Included in Core plan
Projects & Checklist Workflows
14-stage roofing pipeline, immutable versioned checklist templates, mandatory stage gates, and My Day task queues.
Included in Core plan
Document References
One-folder-per-project Google Drive links, categorized document references, and two-click access from project detail.
Included in Core plan
Crew & Field Scheduling
Inspection, proposal, delivery, and installation calendar, crew management, overlap conflict warnings, and weather delay tracking.
Included in Operations tier or available as a module
Google Drive Automation
Least-privilege OAuth connection, idempotent project folder creation from naming templates, and metadata health sync.
Included in Operations tier
Estimates, Proposals & Contracts
Structured roofing line-item estimates, immutable proposal versions, shingle/color selections, and signed contract tracking.
Included in Operations tier
Materials & Production Readiness
Supplier material orders, partial receipt tracking, installation readiness board, and mandatory closeout punch lists.
Included in Operations tier
Invoices & Accounts Receivable
Contract totals, deposit/progress/final invoices, payment allocations, reversals, unapplied credits, and AR aging buckets (1–90+ days).
Included in Core & Operations tiers
Operations & Financial Reports
Stage velocity, overdue task analysis, pipeline value vs. invoiced vs. collected cash, and formula-safe CSV exports.
Included in Operations tier
Field GPS Time & Job Labor Costing
Geofenced 1-tap mobile jobsite clock-in/out, live crew location radar, multi-stop smart timesheet splitting, and hourly labor cost rollup per job.
Included in Operations tier or available as a module