One profile for every person on the job
Most roofing jobs involve more than one person. Orbit keeps the homeowner, the spouse, the adjuster, and the property manager on the same job, each with their own profile, their own history, and their own way to reach them. Update a phone number once and it changes everywhere that person shows up.
- Add the homeowner, spouse, adjuster, and property manager to one job
- Every contact carries their full job and conversation history
- Fix a number or email once and it syncs everywhere it appears
A database that actually knows your customers
Not a spreadsheet of names. A record of every person, every job, and every conversation.
Multiple contacts per job
Put the homeowner, the spouse, the adjuster, and the property manager on the same job, each with their own role and profile.
Full contact profiles
Every phone, email, and address in one place, with the person's role — decision maker, tenant, bill-to — spelled out.
Every job on their record
Open any contact and see every job they've ever been part of, from the first inspection to the last invoice.
Conversation history
Calls, texts, and emails with that person are logged on their profile, so anyone on the team can pick up where the last one left off.
Details that stay in sync
Change a number, email, or address once and it updates on every job, proposal, and invoice that contact appears on.
Find anyone in seconds
Search by name, address, phone, or company and pull up the right person before the call goes to voicemail.
Up and running in three steps
Add the people on the job
Drop in the homeowner and anyone else who matters — spouse, adjuster, property manager — and tag each one's role.
Build their history as you work
Every job, call, text, and email attaches to the right person automatically as the crew moves the work forward.
Edit once, synced everywhere
Update a contact's details in one spot and every job, proposal, and invoice they touch stays current.
Ready to put Contacts to work?
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