Set Up Your Account

Own margin, bid quality, roof checks, and job risk across the business.

• Roof checks included in a flat plan price, beside pipeline and margin
• Bid/spec checks before measurement gaps or margin leaks reach the customer

Run general preconstruction or open the commercial low-slope mode for measured takeoffs, scope adders, code context, and bid packages.

• Public roof data (USGS LiDAR) and measured low-slope takeoffs in one estimator workspace
• Assemblies, Good/Better/Best, review gates, and estimator-to-PM handoff

Prep appointments with measured roof context, capture findings, shape options, and follow up.

• Address/roof context plus site notes before the first pricing conversation
• Good/Better/Best and follow-up drafts reviewed before anything is sent

Set job dates, plan phases, record crew assignments, and watch risk flags from the estimate handoff through change orders.

• Measured-scope handoff visibility from the estimate through change orders
• Phase dates, crew assignment records, risk flags, and change-order context in one job record

Track AR and invoicing, and see which jobs are ready to invoice.

• AR aging, invoicing, and plan and roof-check usage context in one view
• Cash forecast and commercial truth without chasing spreadsheets

Document inspections, damage, claim context, roof measurements, and compliance evidence.

• Inspection notes, photos, measured-context cues, and risk tags in one field workflow
• Customer-readable inspection packets with review-gated release