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Pipeline
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Export Schedule
Date Range
Group By
Event Types
Messages
Workspace
Company
Your business identity and the states you operate in. Job numbers are generated from each state's prefix.
Business profile
Company name
Shown across the app and on printed materials estimates.
Saved!
Workspace
Team & Roles
Manage who has access and what each role can do.
Members
Role permissions
Owner
Full access. Add/remove users, change roles, close jobs, approve worksheets, edit & publish checklist templates.
Operations
Edit individual job checklists, view all jobs, manage production. Cannot close jobs, change roles, or edit checklist templates.
Sales Rep
View and update assigned jobs, check checklist items. Cannot edit templates or close jobs.
Supplementer
View supplement details and worksheet on assigned jobs only.
Workspace
Appearance
Personal display preferences. Saved to this device only.
Dark mode
Switch to the deep-navy dark theme.
Job Defaults
Checklists
Default checklist items per stage. Changes apply to new jobs only — existing jobs are untouched.
Makes these the default items for all new jobs in this stage going forward. Published!
Job Defaults
Document Folders
Folders created automatically on every new job. Changes apply to new jobs only — existing folders are not affected.
Published!
Job Defaults
Thread Tags
Default message conversation threads opened on each new job. Changes apply to new jobs only.
Published!
Job Defaults
Worksheet Sections
Section headers available on financial worksheets. Toggle a section to auto-add it to new jobs.
Owner & Operations only
Published!
Operations
Materials Template
Calculation rules for each line item. Formulas use roof measurements pulled from the GAF QuickMeasure XML or entered manually.
Owner & Operations only
Line items
State-specific code overrides

Override specific line item formulas for jobs in certain states. Applied automatically when generating materials based on job address state.

Updates the formulas used for all future material estimates. Published!
Operations
Payments
Payment methods appear in every payment dropdown. Presets one-click fill common expenses on any job.
Owner & Operations only
Payment methods
Quick-add presets
New preset
Published!
Operations
Crews
Crews available for assignment on each trade. Changes apply immediately.
Operations
Document Templates
Signable PDF templates available to all users when sending documents for signature.
Owner & Operations only. Templates are available to all users when sending for signature.
Operations
Dashboard
Show or hide buttons on the main dashboard toolbar to keep the interface clean. Applies to all users.
Visible to Owners only
Template Editor
Field Types
Drag onto the document or click to place
SignatureFull signature box
InitialsShort initial box
DateAuto-fills sign date
Text FieldFree text entry
CheckboxCheckable option
DropdownPredefined choices
Pages
Upload a PDF from Settings to get started
Field Properties
Select a field to edit its properties.
Integrations
Connect the tools your crews already use. Setup takes a minute.
0 of 0 connected
Layers
State
Storm window
Filter by trigger
All rules 0
Stage entry 0
Inactivity 0
Job closed 0
Status
0 active
0 paused
Automations
Put routine follow-ups on autopilot. Each rule runs on its own whenever something happens to a job — so nothing slips through the cracks.
Start from a template
Notify on approval
Email customer when approved
Nudge stale jobs
Task the rep after 7 quiet days
Thank customer on close
Text + email when job closes
Report
Pipeline & Sales
Operations
Financial
Rep Performance
Custom Reports
RoofTrack