The flow · one job, start to finish
FOLLOW THE POUR.
This is why it's one system and not ten apps: every step hands the next one exactly what it needs, automatically. Follow a single job from the phone call to the money — and watch what travels between the steps.
THE CALL
A roof needs work
A property manager calls about a leaking flat roof. Thirty seconds later it's a lead in the system — name, number, address. Nothing lives on a sticky note, so nothing dies on one.
The lead carries the customer and the site into the estimate →
THE WALK
You measure, it builds
You walk the roof and put in what you saw: the areas, the deck, the layers the spec calls for, every drain and pipe and curb, the edge. The engine turns your walk into a complete, priced takeoff — down to fastener lengths and the propane a winter torch crew burns.
The estimate carries scope, quantities, and price options into the proposal →
THE PITCH
The proposal assembles itself
Your branded pages build themselves around the estimate — cover, scope in customer language, investment with the options you want to offer, signature page. You read it once, and send.
The proposal travels by your own email, under your name →
THE LOOK
You know when they open it
The customer opens their private link on a phone. You see the view the moment it happens — so the follow-up call lands while the roof is still on their mind.
Their decision carries a signature back to the job →
THE WIN
One signature, three things happen
They pick their option and sign with a finger. Instantly: the job flips to won, a real job number assigns itself, and a draft invoice appears with the contract amount already on it. Nobody types anything.
The won job carries its materials list to purchasing and its dates to the board →
THE ORDER
The estimate becomes a truck
One button turns the sold estimate into a purchase order — membrane to the last screw, plate, and sealant tube, grouped the way your supplier reads. The delivery date lands on the schedule next to the crew.
The PO carries real material costs into the job's ledger →
THE CREW
The field gets its day
The crew opens their phones to the address, the assignment, and the paperwork. They clock in on the roof, sign the hazard assessment, light the torch with the permit done, and shoot photos as the roof goes down. The foreman slides progress as it happens.
Hours carry to timesheets · photos to the job's proof · progress to the office dashboard →
THE PROOF
The roof documents itself
Every photo is timestamped, GPS-pinned, and tied to the job forever. Before-and-afters pair up. When the roof is done, the customer gets a branded gallery with a slider they can drag — and a comment box that comes straight back to you.
The finished record carries into QC, the warranty file, and the next sale →
THE BILL
The invoice was already waiting
The draft born at signing gets its final touches and goes out from your inbox with your payment instructions. Province-correct taxes, PO numbers if a GC needs them, status tracked until paid.
Payment carries the job to its final state →
THE TRUTH
The P&L tells you what really happened
Real hours from the clock, real materials from the PO, real expenses from the job. Estimate versus actual, side by side. You don't wonder if the job made money. You know — and the next estimate is sharper for it.
And the next call starts the loop again ↺
THAT'S THE WHOLE JOB.
Zero re-typing between steps. Zero "which app was that in?". One record, from hello to paid.