A morning brief, not a pile of tabs
Today shows what needs you: money that's late, care-plan messages that are due, and jobs that haven't moved in a week. Each one has the button to deal with it.
Roofing edition · early access
Run your roofing business from one place.
Every job from the first call to the care plan. Insurance and retail, the adjuster meeting, the deductible and the depreciation check, the schedule, the Inbox and the money, on your phone and your desk.
Insurance and retail, done right
Lead, inspection, contingency, claim, adjuster meeting, approval, build, completion proof, depreciation, paid. Retail goes from proposal to a signed deal and a deposit. A job can be both, with two payers.
Paid means paid
Deposits, deductibles, the first insurance check and depreciation are tracked per job. A job can't be marked paid while money is still expected, and the same check can't be recorded twice.
The Inbox keeps nothing waiting
Calls, texts, emails, website messages and door knocks in one place. Turn any of them into a lead with one tap.
A schedule you can read
Inspections, adjuster meetings, deliveries, builds and walkthroughs by week or month, with each job's own dates on the job.
Care plans for every customer
When a job is paid, its care plan starts: a thank-you and review ask, a check-in, a referral ask and a yearly roof check, each written for you to send.
Where it stands
This is the first build, made with roofers. Messages are written for you and sent from your own phone. Money is recorded here, not moved. Documents filled from the job, the Ridgeline inspection link and the Mongoose operator come next.
Set up your business