Help Center

Getting started with Jobs

Learn how to create and manage roofing jobs

Capturing & managing leads

Add leads, set the source, and follow up fast

Using the sales pipeline

Drag deals through stages and track value

Managing customers & contacts

Organize your customer database and contact info

Setting up your catalog

Add materials, labor, and services to your catalog

Daily logs & photo uploads

Record crew hours, notes, and job-site photos

Uploading & managing files

Store and organize documents and photos

Scheduling appointments

Book inspections, estimates, and meetings

Understanding the dashboard

Navigate the home screen, charts, and activity feed