A drag-and-drop pipeline built around how roofing work actually moves — with a live job record behind every card that holds the entire job.
Columns are your pipeline stages — New Lead, Inspection, Quote, Contract, Production, and whatever else your team runs. Owners and admins configure the stages; everyone drags cards between them. Moves are instant and optimistic, with an Undo toast if a card lands in the wrong place, and moving a stage can fire your workspace automations.
Each card surfaces at-a-glance status chips — measurement taken, proposal created or signed, material and work orders, and an invoice chip showing the live balance due or paid. A color-coded staleness indicator counts the days since the last activity, green to red, so cold jobs never slip through.
Open any card into a job record with ten icon-tabbed workflow areas — Job details, Tasks, Calendar, Measurements, Proposals, Material orders, Work orders, Invoices, Accounting, and Attachments — alongside click-to-call contact chips, a location map, and a running activity audit log of every proposal, payment, and change.
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Every feature is included in one plan — start free for 14 days.