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Pipeline
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Export Schedule
Date Range
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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.
Connected Apps & Services
CompanyCam
Photo documentation & job site photos
Not connected
Pull job photos directly from CompanyCam into each job's Photos folder. Requires a CompanyCam API key from your account settings.
E-Signatures
Native — no third-party subscription needed
Built-in & active
Send contracts and documents to customers, employees, or subcontractors for electronic signature. Signed copies auto-save to the job. Send via email or SMS — no login required for signers.
Access e-signatures from inside any job under the Documents & Photos section.
QuickBooks
Invoice & payment sync
Not connected
Connect QuickBooks Online to send invoices from any job's financial section. Once connected, payments received in QuickBooks auto-log to the job's payment records and receipts save to the Payments folder. Requires QuickBooks Online (not Desktop).
You'll be redirected to QuickBooks to authorize access. No QuickBooks credentials are stored in RoofTrack.
SRS / RoofHub
Material ordering & invoice import
Not connected
Enter the integration key from your SRS RoofHub account. When a SRS invoice PO# matches a RoofTrack job number, the invoice PDF auto-saves to the job's Materials & Labor Invoices folder and line items are added to the financial worksheet.
Find this key in RoofHub under Integrations. Enter your RoofTrack job number (e.g. BNA-1) as the PO# when placing SRS orders.
EagleView
Aerial roof measurement reports
Not connected
Connect your EagleView account to order aerial roof measurements directly from inside a job. Once ordered, the PDF report and XML data file auto-attach to the job's Materials Ordering section when delivery is complete.
Credentials are encrypted and stored securely. Used only to place measurement orders on your behalf.
GAF QuickMeasure
Roof measurement & materials data
Not connected
Connect your GAF QuickMeasure account to order aerial roof measurements directly from inside a job. PDF and XML data files auto-attach to the job's Materials Ordering section and populate the materials worksheet automatically.
Find your API key in GAF QuickMeasure under Account → API Access.
Google Calendar
Sync job events to Google Calendar
Not connected
Sync your RoofTrack job events to Google Calendar. Trade dates, adjuster inspections, and follow-up dates push automatically to your connected Google account. Each team member connects their own calendar.
You'll be redirected to Google to authorize calendar access. RoofTrack only writes events — it cannot read or delete existing calendar data.
Sales Rabbit
Canvassing & door-knocking leads
Not connected
Display your Sales Rabbit lead pins on the Storm Map alongside your RoofTrack jobs and NOAA hail swaths. Requires a Sales Rabbit Pro or Enterprise account with API access enabled.
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