Building the Complete Trade Operating System
Every feature we add is designed to solve real problems roofing contractors face every day. We ship updates weekly — here's what we've built.
Lead Management & Attribution
3 features
Complete Lead Attribution System
High ImpactJanuary 2026
Track every lead from first click to closed deal with complete source attribution
Business Impact:
Know exactly which marketing channels drive revenue. Redirect budget from ineffective channels to high-performing ones, potentially increasing ROI by 200-300%.
URL Parameter Campaign Tracking
High ImpactJanuary 2026
Automatically tag every lead with campaign source, medium, and content parameters
Business Impact:
Measure true ROI of every marketing campaign. Focus budget on campaigns that drive both leads and revenue.
Call Tracking with Dynamic Number Pools
High ImpactJanuary 2026
Assign unique phone numbers to different marketing campaigns for complete call attribution
Business Impact:
Identify high-performing campaigns that drive phone calls (typically 3-5x higher conversion rates than web forms).
Territory & Canvassing
3 features
Territory Wizard with Polygon Validation
High ImpactJanuary 2026
Step-by-step territory creation with real-time polygon validation and feedback
Business Impact:
Create sales territories in minutes instead of hours. Eliminate territorial conflicts and ensure complete market coverage.
Sales Rep Dashboard Filtering
Medium ImpactJanuary 2026
All KPIs, stats, and map overlays scoped to assigned sales rep
Business Impact:
Sales reps see only their territories and leads. Improve accountability and performance tracking.
Storm Targeting & Automated Canvassing
High ImpactDecember 2025
Identify storm-affected areas and create targeted canvassing territories
Business Impact:
Be first to market after storms hit. Storm work typically represents 30-50% of annual revenue.
Estimation & Pricing
2 features
AI Satellite Integration
High ImpactDecember 2025
Satellite-based roof measurement tool with high-res imagery for 90% of US addresses
Business Impact:
Get instant roof measurements without site visits. Save 2-3 hours per estimate and reduce travel costs.
Multi-Tier Pricing System
High ImpactDecember 2025
Economy, Standard, and Premium pricing tiers with automatic complexity calculations
Business Impact:
Present multiple options to customers, increasing close rates by 25-40%.
Project Management
2 features
6-Stage Project Pipeline
High ImpactDecember 2025
Complete workflow from lead to estimate to proposal to contract to production to completion
Business Impact:
Never lose track of a project. Reduce project delays by 30% and improve customer communication.
Real-Time Project Tracking
Medium ImpactDecember 2025
Track every job with timelines, team assignments, and financial tracking
Business Impact:
Know exactly where every project stands. Reduce missed deadlines and improve cash flow.
Financial Management
2 features
Professional Invoice Generation
High ImpactDecember 2025
Generate professional invoices with line items, tax calculations, and payment tracking
Business Impact:
Get paid faster with professional invoices. Reduce payment delays by 20-30%.
Financial Analytics Dashboard
High ImpactDecember 2025
Real-time dashboards showing revenue, costs, profit margins, and pipeline value
Business Impact:
Make data-driven financial decisions. Identify profitable vs unprofitable projects in real-time.
Team Collaboration
2 features
Team Member Invitation Workflow
Medium ImpactDecember 2025
7-step invitation to operational workflow with real-time permission sync
Business Impact:
Onboard new team members in minutes. Reduce setup time from days to hours.
Role-Based Access Control
Medium ImpactDecember 2025
Customizable roles and permissions for sales reps, office staff, and crew members
Business Impact:
Ensure team members see only what they need. Improve security and reduce training time.
Platform & Infrastructure
2 features
Marketing Website Overhaul
Medium ImpactJanuary 2026
Complete redesign with SEO optimization and faster load times
Business Impact:
Better online presence drives more qualified leads. Improved SEO increases organic traffic.
Multi-Tenant Architecture
High ImpactDecember 2025
Complete data isolation and security for multi-client operations
Business Impact:
Scale from solo operator to enterprise team. Maintain security and performance at any size.
More Features Coming Soon
We ship updates weekly. Join early access to be first to know about new features.