Structured around your roofing team's workflow maturity.
Subcontractor laborers tracked on crew rosters do not consume billable office seats. During the guided pilot program, commercial terms and seat bundles are tailored to your active crew and office headcount.
Core Workflow
For residential roofing teams standardizing intake, checklists, Google Drive project folders, and basic receivables.
- Foundation & Multi-Role RBAC
- Roofing CRM & Multi-Property Profiles
- 14-Stage Pipeline & Versioned Checklists
- Project Google Drive Folder Links
- Manual Invoices, Deposits & AR Aging
Operations & Production
Full office-to-field coordination with crew scheduling, structured estimates, material orders, and Drive folder automation.
- Everything in Core Workflow
- Internal Crew & Field Scheduling + Weather Delays
- Google Drive OAuth Folder Auto-Creation & Health
- Structured Line-Item Estimates & Immutable Proposals
- Supplier Material Orders, Partial Receipts & Punch Lists
- Stage Velocity & Financial CSV Reports
Configurable Add-Ons
Enable specialized capabilities per company without migrating databases or changing your core checklist.
- Electronic Signatures & Signer Evidence
- Hosted Online Customer Payments
- Two-Way Accounting Sync & Reconciliation
- Homeowner Customer Portal
- Insurance Restoration & Supplement Tracking
Downgrade & Cancellation Protection: Disabling a module or canceling at end-of-term never deletes signed contracts, proposals, or financial history. Company owners retain a 30-day post-cancellation CSV export window and external Google Drive files remain untouched in your company's Google Workspace.