Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
