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Project RooferRoofing Operations SaaS
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Modular Monolith · Safe Lifecycle

Enable capabilities as your roofing operation matures—without losing historical data.

Each module in Project Roofer enforces four distinct controls: subscription entitlement, company admin configuration, user role permission, and operator rollout flag. Disabling an optional module stops new operational writes and removes navigation items while preserving a read-only archive and export path.

Core / MVPkey: foundation

Foundation & Identity

Multi-tenant workspaces, role-based access control, staff invitations, notifications, and immutable audit trail.

Dependencies:None (Root)
Tier Inclusion:Included in all plans
Retains organization profile, memberships, and security audit logs.
Core / MVPkey: crm

Roofing CRM & Properties

Customer records, multi-property profiles, roof specifications, call/visit logs, and duplicate detection.

Dependencies:foundation
Tier Inclusion:Included in Core plan
Stores customer contacts, property measurements, and interaction logs.
Core / MVPkey: projects_workflows

Projects & Checklist Workflows

14-stage roofing pipeline, immutable versioned checklist templates, mandatory stage gates, and My Day task queues.

Dependencies:crm
Tier Inclusion:Included in Core plan
Stores project stages, task events, and gate override history.
Core / MVPkey: documents

Document References

One-folder-per-project Google Drive links, categorized document references, and two-click access from project detail.

Dependencies:projects_workflows
Tier Inclusion:Included in Core plan
Stores external URLs and document metadata in Neon; files remain in Google Drive.
Optional / MVPkey: scheduling

Crew & Field Scheduling

Inspection, proposal, delivery, and installation calendar, crew management, overlap conflict warnings, and weather delay tracking.

Dependencies:projects_workflows
Tier Inclusion:Included in Operations tier or available as a module
Disabling stops new calendar bookings and reminders; historical schedule events remain read-only.
Optional / MVPkey: google_drive_automation

Google Drive Automation

Least-privilege OAuth connection, idempotent project folder creation from naming templates, and metadata health sync.

Dependencies:documents
Tier Inclusion:Included in Operations tier
Disconnecting revokes OAuth tokens without deleting any files in Google Drive.
Optional / MVPkey: sales_documents

Estimates, Proposals & Contracts

Structured roofing line-item estimates, immutable proposal versions, shingle/color selections, and signed contract tracking.

Dependencies:projects_workflows
Tier Inclusion:Included in Operations tier
Issued proposal snapshots and accepted contract references are preserved permanently.
Optional / MVPkey: materials_production

Materials & Production Readiness

Supplier material orders, partial receipt tracking, installation readiness board, and mandatory closeout punch lists.

Dependencies:projects_workflows, scheduling
Tier Inclusion:Included in Operations tier
Retains supplier orders, delivery receipts, and punch-list signoffs in read-only archive if disabled.
Optional / MVPkey: receivables

Invoices & Accounts Receivable

Contract totals, deposit/progress/final invoices, payment allocations, reversals, unapplied credits, and AR aging buckets (1–90+ days).

Dependencies:projects_workflows
Tier Inclusion:Included in Core & Operations tiers
Financial history is append-only; disabling never deletes issued invoices or payment records.
Optional / MVPkey: reporting

Operations & Financial Reports

Stage velocity, overdue task analysis, pipeline value vs. invoiced vs. collected cash, and formula-safe CSV exports.

Dependencies:projects_workflows
Tier Inclusion:Included in Operations tier
Provides audited CSV exports with tenant & permission scoping.
Optional / MVPkey: field_time_costing

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.

Dependencies:projects_workflows, scheduling
Tier Inclusion:Included in Operations tier or available as a module
Historical time entries and locked hourly rate snapshots remain preserved in read-only archive if disabled.

Test live module toggles in Company Settings

Open Summit Ridge Roofing's settings to preview dependency checks, atomic enable/disable, and read-only archive mode.

Open Module Settings