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00 · One record per roof

Stop wrestling your CRM. Start winning roofs.

No retyping, no reconciling, no “update the record.” Just measured, priced jobs sitting on your pipeline — from an address, before your crew’s off the ladder.

Address in · measured · priced · on your pipeline

CRMSheetsQuickBooksCompanyCamone record
Job #7182 · source: address
449 Hurst Ln · Seguin, TX
Won$14,900
Measurement38s
28.4 sq7/125 facets
  • Eaves181′8″
  • Ridges159′1″
  • Hips185′0″
  • Valleys140′9″
Bid compareYou won
Your bid$14,900
Competing$16,320
Delta−$1,420

They skipped 3 SKUs you priced — drip edge, step flashing, ice & water.

InspectedEstimatedWon

One record · no retyping · no reconciling

01 · Money on the table

Here’s what last week cost you.

  1. 01Leads
    minus$42,000leads went cold
  2. 02Estimates
    minus$83,441proposals forgotten
  3. 03Signed
    minus9 jobsstuck mid-install
  4. 04Installed
    minus$27,000checks uncollected
  5. 05Paid
lost last week
total$152,441+ 9 jobs
every week you don't act

It’s all already in front of you. Nobody’s acting on it.

02 · What changes

You run the crew. We run the rest.

running · on your behalf · this week
  1. MON06:14
    CALLGarza · storm lead

    inspection booked Tue · 10:00

  2. 09:41
    MEASURE1427 Magnolia

    aerial filed · 2,840 sq ft · 7/12 pitch

  3. TUE11:08
    ESTIMATETorres · hail claim

    $12,400 sent · three options

  4. WED13:22
    NUDGEHale · adjuster

    3rd follow-up · reply received in 41 min

  5. 15:40
    PHOTOPeterson job

    47 photos filed · insurance packet ready

  6. THU16:58
    INVOICE1427 Magnolia

    $14,900 closed · QuickBooks synced

  7. FRI07:22
    ORDERABC Supply

    shingles staged · Mon install

actions
147
actions
jobs moved
8
jobs moved
messages
14
messages
estimates
6
estimates
closed
2
closed

you: on the roof · us: on the rest

No dashboard to check. No queue to clear. The work just keeps moving.

03 · What it actually does

Two moments from a real roofing week.

Moment · 01Follow up

Every cold lead, texted back by tonight.

→ 14 leads → 2 inspections on the books

app.roofing.io/follow-up
Assistant working through cold leads and logging each reply
14 texted · 2 replied
Moment · 02Jobs

You see a job slipping before the homeowner does.

→ Magnolia flagged Wednesday, before the angry call Friday

app.roofing.io/jobs
Job board showing which jobs are on track and which are at risk
Waiting on adjuster · 3d
04 · One job file

Everything about the roof. In one place.

Before · scattered
CRM
Spreadsheets
QuickBooks
Group texts
CompanyCam
Supplier portal
Email threads
Drive folder

Nothing knows about the job.

After · one job
  1. 1
    Lead · answered on the first ring
  2. 2
    Inspection · photos on the job, same day
  3. 3
    Estimate · out the door, same day
  4. 4
    Proposal signed · payment link auto-sent
  5. 5
    Install · crew and materials lined up
  6. 6
    Paid · final check logged, QuickBooks updated

Everything hangs off the job.

05 · Run it on your jobs

Bring your messiest week. We’ll run it.

15 minutes. Your real jobs. We show what gets handled live — no slides, no sandbox.

Plugs into QuickBooks · CompanyCam · your CRM · no rip-and-replace

No nurture drip · we only email to schedule