Roofing, first
A canvass row becomes a house file with street view, roof size, and the last roof permit, before anyone is sent to the door.
Construction
Built first for roofing companies that already run leads.
The best fit is a roofing office with staff, salespeople, and a steady flow of residential leads. Remodelers can use the same path. A one-person crew with no office is usually not the fit.
Remodeling, next
Kitchen, bath, and window leads can sit on the same board. The appointment still stays on the address.
The crew
When the visit is held, the address and the time post to the crew WhatsApp. Homeowners still get a normal text.
A day in the office
From the sheet to a driveway.
- MorningNew rows are already leads. Duplicates are tasks, not a second John Alvarez.
- MiddayThe dialer is running. A live homeowner can be handed to your people while the list keeps going.
- AfternoonConfirmed houses get a time. The crew thread has the address before the truck leaves.
The house is the lead
- TradeRoof
- VisitThu 10:00
- CrewOn WhatsApp
- HomeownerTexted YES
Who uses it
Four seats. One job file.
Admin
Users, lists, numbers, templates, and the do-not-call list.
Supervisor
Dialer, reports, tasks, and the lead history.
Dispatcher
Leads, dispatch, appointments, and homeowner texts.
Sales
The same floor as dispatch: the lead, the visit, and the notes.
Tell us the trades you run.
Roofing, kitchens, baths, or the mix. We’ll walk the CRM with that work.