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Aerial takeoff
You measure the roof in one tool and price it in another. The numbers stop matching.
Measure a roof from the aerial and build the scope right beside it.
Next: Price the job from the confirmed scope.Win the work
Customer portal
The homeowner wants to know how the job is going without calling you twice a day.
Give each job one private customer link showing the work you chose to share.
Next: Keep the customer record and the shared job notes up to date.
Client email
The email that changed the price sits in somebody's own inbox.
Email customers. Every message you send is saved on the job.
Next: Write the answer or the customer's reply on the job.
Customer records
One phone has the number. Another has the address. Neither has the history.
One place for each customer. Their contacts, sites, jobs, messages, and files.
Next: Start or reopen the customer's job.
Job templates
Every re-roof starts from a blank page and someone forgets the dump fee.
Start every job from your own saved scope and your own defaults.
Next: Check the copied scope against the real house.
Lead capture
A lead calls on Friday. By Monday nobody owns it.
Catch each lead. Size it up, and carry it into a job without typing it twice.
Next: Turn a good lead into an estimate or a job.
Packages
You sell a system. Then you type the same parts, at the same markup, onto every proposal.
Build a package of catalog items once. Then price it off each job's own measurements.
Next: Offer it on a proposal and review what the job could not measure.
Materials catalog
Two estimators price the same shingle two ways.
Price jobs from your own catalog of materials, services, and costs.
Next: Check the cost. Make sure you can get it, then send the proposal.
Proposals and e-sign
The signed scope and the scope the crew builds from are two different documents.
Send a priced proposal and keep the signature with the job.
Next: Turn the accepted scope into work you can pull a permit for.
Customer campaigns
Announcing a new service means a hundred phone calls or a BCC that lands in spam.
Write one email and send it to your whole customer list. We handle opt-outs and the legal footer.
Next: Send yourself the test, then approve the exact email you read.
Service plans and routes
Recurring work is sold on a handshake and collected by chasing checks.
Sell a weekly or monthly plan once. The card on file pays your account every cycle.
Next: Send the subscribe link and let the cycle collect itself.
Service plans
You already make that monthly visit. It is sold on a handshake and paid by chasing.
Price the visit once. Send each customer a signup link, and their card pays you every month.
Next: Read the page your customer gets before you send the first link.
Insurance restoration
The claim, the photos, and the repair scope live in three different logins.
Build the insurance repair scope on the same job as the field and permit work.
Next: Hand the approved scope to the crew.
Two-way texting
The customer texts one person's cell. The rest of the company never sees it.
Text customers from the FL Permit Pay number. Every reply lands in your Inbox.
Next: Read the reply in your Inbox, and record what they decided on the job.
Get warned before a permit or a renewal is due
Documents
The permit approval is a photo on a phone that left with the crew.
Find any job or compliance file on the job it belongs to.
Next: Pull the file the minute anyone asks for it.
License verification
The license on file says one thing and the DBPR record says another.
Compare stored licenses with a dated DBPR pull and review any difference.
Next: Correct the stored license or check it against DBPR.
Lien deadline worksheet
The Notice to Owner window is running and the dates it runs from are in three places.
Work through your Florida lien dates from the job's own recorded facts.
Next: Enter the trigger dates from the job's contract and recorded notices.Notice of Commencement
Over five thousand dollars, you need the recorded notice. No notice, no inspection. Nobody watches its clock.
Fill the notice from the job. Keep the recorded copy, and hear from us before it runs out.
Next: Send the owner the form and the how-to sheet. File the clerk's stamped copy.
Compliance Passport
A GC wants proof of your license and insurance. Not a folder of everything you own.
Share a clean, redacted proof of your license and insurance.
Next: Check the status with DBPR before you lean on it.
Permit review clock
The county has had your permit for weeks and nobody is counting the days.
Put the review clock on the permit and get told when the county runs past it.
Next: Check with the county before you act on this guess.
County mail
The county wrote back on a Tuesday. The answer sits in an inbox nobody reads.
Forward what the county sends and it lands on the right permit by itself.
Next: Read the message before you change the permit or the next step.
Permit Hub
Your CRM handles the customer and the bill. Nothing handles the Florida permit.
Track every permit and its legal clock. See proof of where the paperwork stands.
Next: Open the permit file. See what the county wants next.Permits on the job
The inspection came in a text. The permit condition is on a clipboard by the door.
The job keeps it all. Each inspection, each condition, and the next step.
Next: Book the crew once the permit is really ready.
License and insurance renewals
Your insurance runs out the week the whole crew is on a roof.
Keep every license and insurance paper in one place. We warn you before each one runs out.
Next: Upload renewed proof and confirm it with DBPR or your carrier.
Get paid for the work you finished
Pay applications
The work is done, the pay app went out late, and now the money is late too.
Bill for the work you logged. Track the amount, the retainage, the approval, and the payment.
Next: Follow the approved amount until the money is in the bank.
Money desk
Who owes you is one place. What came in is another. The refund is a third.
See who still owes you, what came in, and every refund and discount, on one desk.
Next: Open the job behind a row to record the payment.
Run the company
Flori, the office assistant
It is 7 AM and nothing says which job or deadline needs you first.
Ask Flori what needs you today. It gives a straight answer and the records behind it.
Next: Open the record it points at before you act.
Support tickets
The answer you need is stuck behind an email thread nobody can find.
Ask us anything in the app. The whole thread is saved, and we email you back too.
Next: Open the ticket when the answer lands and keep the thread with the question.
Commission reports
A rep disputes a check and nobody can show which jobs are in it.
See what each rep has earned, job by job and period by period.
Next: Open the commission record. Read it, then approve it.
Commission simulator
A new commission plan looks fine. Then one big job pays double what you meant.
Try a commission plan on real past jobs before you commit to it.
Next: Read the result. Then set up the rule you picked.
Commission ledger
What each rep is owed lives in a spreadsheet only one person understands.
Track what each rep is owed, tied to the work that earned it.
Next: Check the job and the approval before you pay it.
Workflow automation
The follow-up email waits. It goes out only if someone remembers.
Set a rule once and the follow-up happens on its own, with a log of what ran.
Next: Check the run log and pause any rule that misfires.
Deadline calendar
The calendar says Tuesday matters but not which job, or what missing it costs.
See visits, inspections, crew starts, and due dates with the job attached.
Next: Open the job before you move the date.
Equipment
The lift you are paying rent on is parked at a job that finished last week.
Know what is owned or rented, where it is, and which job or crew member has it.
Next: Assign the right machine to the next scheduled job.
Rolling out
Rolling outField app
The office record is out of reach on a roof with one bar of signal.
Carry Today, jobs, permits, and photos in your pocket. It still works with no signal.
Next: Line photos and field notes up on the job. They send when the signal comes back.
Integrations
Your customers and price book are in Roofr and nobody wants to retype them.
Bring in the customers, jobs, and price book you have. Get a QuickBooks export ready.
Next: Read the records that came in or went out before you trust them.CRM import by column
Every CRM names the same field a different way. The export lands as columns nobody can place.
Read the columns of your old software's export, then change or approve each one on one screen.
Next: Check the imported customers or jobs against the file you sent.
Field photos
Three hundred roof photos in a camera roll and no way to tell whose roof.
Keep dated field photos attached to the job and the visit that produced them.
Next: Pull the photo when the review, the claim, or the closeout needs it.
Job costing reports
The margin was gone three draws ago and the books found out last.
See where the margin went while there is still time to act on it.
Next: Open the job, cost, or payment behind the number.
Job pipeline
The office and the crew are working two different versions of the same job.
Move every job from lead to closed with its permit and money attached.
Next: Do the next step recorded on the job.
Today's list
Permits, crews, jobs, and unpaid bills all want you. Nothing says which comes first.
One list. Everything in the company that needs you.
Next: Open the record that needs a call next.
Crew payouts
What you owe a sub is on a text thread, and the retainage you held back is in your head.
Write down what you owe a sub on the job. Hold retainage back, and record how you paid.
Next: Pay it your usual way, then record how it went out.
Certified payroll
Certified payroll week. Crew hours are in texts, pay classes are in your head, WH-347 is due.
Turn reviewed crew time into a WH-347 draft that stays tied to the job.
Next: Send the draft you checked for the signature that certifies it.
By request
By requestDeveloper API
Your records live in the product and your other tools cannot read them.
Make a key and read your jobs, customers, and bills. Read-only, your company only, and you can kill it.
Next: Mint a key under Settings, API keys, and point your tool at /api/v1.Geofenced time clock
Paper time says when someone clocked in, never whether they were on the job.
One tap clocks a worker in. The job's own place check rides along to payroll.
Next: Check the flagged punches before you run payroll.Sales commissions
The commission rule changed in June. Nobody can say which deals it hit.
Set the commission rules once. Follow each one from the sale to the approval.
Next: Approve the record, then hand it to payroll.
Storm response
A storm rolls through and you cannot say which of your open jobs was under it.
See which open jobs fall inside a storm work area you define.
Next: Open each affected job before you send a crew.
Recorded storms
A hail report is easy to read as proof a roof is damaged. It is not.
Review public NOAA hail and wind reports near your saved job addresses.
Next: Walk the roof before you call it damage or tie it to a claim.
Team messages
Crew chat lives on personal phones. Nobody can see which job it is about.
Read and reply to your own crew's threads next to the work, with unread marks you can trust.
Next: Write the answer on the job it belongs to.Start with Today, then open the record behind it.
Or see plans and pricing first.