Preparing MyRoofGenius interface
The estimate, material assumptions, site notes, open risks, and closeout items in one reviewable place. MRG builds the packet; the PM owns the job.
Start here: open one sold job, compare the estimate assumptions to the field plan, and mark what still needs review.
Start with what is already in motion: the won estimate, submittals, supplier notes, access issues, crew assumptions, and open customer expectations.
Start from the estimate handoff and review scope, exclusions, promised materials, warranty assumptions, and unresolved questions.
Turn material assumptions into a checklist for supplier quotes, substitutions, lead times, delivery windows, and field constraints.
Capture change triggers, open issues, punch-list notes, and closeout blockers before they vanish into texts or memory.
MRG can prepare a clearer packet, but it does not run the job. The PM remains responsible for supplier confirmation, crew coordination, field judgment, customer updates, and closeout approval.
Run one real job and see whether the kickoff packet, materials checklist, and closeout notes make handoffs clearer.