Estimators measure and quote on site. The crew builds the exact scope that was sold. When a leak call comes in two years later, the tech already has the install specs and warranty in hand. Entered once, never retyped.
The estimator's squares, slope, and material tier get re-entered into the CRM, then again into the production schedule. Every hop is a chance to get the order wrong.
Supplements, adjuster notes, and photos scatter across email and texts — not attached to the job the crew actually builds.
A storm-damage callback comes in and nobody can find what was installed, by whom, or whether the workmanship warranty still covers it.
Capture squares, pitch, layers, and material tier on site. Build a good / better / best proposal with live totals and a deposit, and close before you climb down.
The job reaches the crew with the as-sold scope, materials, and address — plus a dispatch board that shows what is ready and which crew is where.
Pull the full blueprint before the truck rolls — what was installed, the workmanship warranty, and every prior visit. Turn an expiring warranty into a service-plan or inspection upsell.
See exactly how a roofing job flows from the first call to a serviced account.