A pipeline that runs the whole job
Every lead, estimate, proposal, and payment lives on one board built for roofing. See exactly where each job stands — and what to do next — whether you're at the desk or on the roof.
- Drag-and-drop stages tailored to your workflow
- Tasks, notes, files & automations on every job card
- Assign owners and crews with role-based access
Everything your team needs on one board
Stop stitching together a CRM, a notebook, and three group chats.
Custom pipeline stages
Build the exact stages your shop uses — retail, insurance, commercial — and drag jobs through them. Every change is visible to the whole team instantly.
Full customer history
Every contact, property, conversation, and document attached to the job. No more digging through email to remember what was promised.
Automated follow-ups
Trigger texts, emails, and tasks when a job hits a stage — so no lead goes cold and nothing falls through the cracks.
Filter & sort instantly
Slice your pipeline by stage, owner, tag, value, or date to find exactly the jobs you need to act on today.
Pipeline at a glance
See open value, win rates, and what's stuck so you can coach the team and forecast the month with confidence.
Built for the field
The whole board works on a phone. Update a job from the driveway and the office sees it before you pull away.
Up and running in three steps
Capture the lead
Leads from your website, instant estimator, and calls land on the board automatically.
Work the job
Move it through your stages, attach measurements and proposals, and assign the crew.
Close and collect
Send the invoice, take payment, and watch it land in the Won column — fully reconciled.
Pairs perfectly with
Jobs Map & Canvassing
A live map of every job and prospect — plus territories, storm overlays, and door-knocking tools.
Instant Estimator
A branded, self-serve roof quote on your website that turns visitors into qualified leads.
Proposals
Beautiful good/better/best proposals with photos, financing, and online e-signature.
Ready to put CRM & Pipeline to work?
Start free and have your first job on the board today. Upgrade anytime.
Free plan available · Cancel anytime · Set up in minutes