A pipeline that runs the whole job
Every lead, estimate, proposal, and payment lives on one board built for roofing. See exactly where each job stands — and what to do next — whether you're at the desk or on the roof.
- Drag-and-drop stages tailored to your workflow
- Tasks, notes, files & a full activity log on every job card
- Assign owners and crews with role-based access
Everything your team needs on one board
Stop stitching together a CRM, a notebook, and three group chats.
Custom pipeline stages
Build the exact stages your shop uses — retail, insurance, commercial — and drag jobs through them. The whole team works from the same board.
Full customer history
Every contact, property, proposal, and document attached to the job, with a timeline of what happened when. No more digging through email to remember what was promised.
Automated follow-ups
Send emails and create tasks automatically when a job hits a stage — so no lead goes cold and nothing falls through the cracks.
Filter & sort instantly
Filter by stage, owner, tag, lead source, or date, and sort by value or time in stage, to find exactly the jobs you need to act on today.
Pipeline at a glance
See open value by stage, win rates, and which jobs have sat in a stage the longest, so you can coach the team with real numbers.
Built for the field
The whole board works on a phone. Update a job from the driveway and it's saved for the office before you pull away.
Up and running in three steps
- 01
Capture the lead
Leads from your instant estimator and online booking page land on the board automatically, and a phone lead takes seconds to add.
- 02
Work the job
Move it through your stages, attach measurements and proposals, and assign the crew.
- 03
Close and collect
Send the invoice, take payment online, and watch it apply to the invoice and the job automatically.
Pairs perfectly with
Jobs Map & Canvassing
An interactive map of every job and prospect — plus territories, storm overlays, and door-knocking tools.
Instant Estimator
A branded, self-serve roof quote on your website that turns visitors into qualified leads.
Proposals
Beautiful good/better/best proposals with photos, financing, and online e-signature.
Ready to put CRM & Pipeline to work?
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