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Outcome-based help

Get useful work done.

Choose the result you need. Compliance guides cite the Florida source they rest on, and product guides open the real workspace where the work happens.

Start with the outcome

What are you trying to finish?

01

Create a job

Start a job record, connect the basic work details, and place it in the right stage.

Open guide 02

Manage a customer record

Save reliable contact and address details so the office can connect work to the right customer.

Open guide 03

Build and send a proposal

Prepare the customer package, review generated details, and send only the version you approve.

Open guide 04

Track a permit

Create the company permit record, keep status and inspection dates current, and verify source guidance when it is available.

Open guide 05

Manage job documents

Upload a private file, connect it to the right job, and find it again by folder, category, or tag.

Open guide 06

Run an aerial takeoff

Capture the roof from aerial imagery on a roofing job, or import a measured report, then review the quantities before anyone prices work off them.

Open guide
Florida compliance

Guides that cite their source.

01

Protect

The Florida Notice to Owner deadline, and how to track itLien rights, permit clocks, licensing, and the deadlines that cost money when missed.Notice to Owner software, built for Florida's Chapter 713Lien rights, permit clocks, licensing, and the deadlines that cost money when missed.Track DBPR licenses, COIs, and renewal datesLien rights, permit clocks, licensing, and the deadlines that cost money when missed.Track your Florida contractor license renewalLien rights, permit clocks, licensing, and the deadlines that cost money when missed.Florida permit tracking, from application to close-outLien rights, permit clocks, licensing, and the deadlines that cost money when missed.Tracking subcontractor licenses in FloridaLien rights, permit clocks, licensing, and the deadlines that cost money when missed.
02

Collect

Review the weekly WH-347 record before certificationPay applications, retainage, and getting earned revenue in the door.AIA G702 and G703 pay applications from field progressPay applications, retainage, and getting earned revenue in the door.How to get paid faster as a Florida contractorPay applications, retainage, and getting earned revenue in the door.How to fill out the WH-347 certified payroll formPay applications, retainage, and getting earned revenue in the door.How to fill out an AIA G702 application for paymentPay applications, retainage, and getting earned revenue in the door.Schedule of values software that survives the whole jobPay applications, retainage, and getting earned revenue in the door.
03

Sell

Review an aerial roof outline before the field checkTurning a lead into a scoped, priced, connected job.Review and send roofing proposals from one workspaceTurning a lead into a scoped, priced, connected job.How accurate are satellite roof measurements?Turning a lead into a scoped, priced, connected job.Roofing lead management, from first call to signed jobTurning a lead into a scoped, priced, connected job.
04

Operate

A roofing CRM that also runs your Florida complianceRunning the crew, the schedule, and the evidence trail day to day.Choosing software for a Florida roofing contractorRunning the crew, the schedule, and the evidence trail day to day.Run roofing insurance supplements from one deskRunning the crew, the schedule, and the evidence trail day to day.