Every lead flows through a 7-stage pipeline: New → Contacted → Appointment → Inspected → Quoted → Claim Filed → Closed. With follow-up reminders, photos, and documents attached at every stage.
Pre-built for the roofing sales workflow: New, Contacted, Appointment Set, Inspected, Quoted, Claim Filed, Closed. Customize stage names if you need to.
Set a callback date on any lead. The dashboard surfaces leads due today and overdue (in red). No more sticky-note follow-ups.
Override the default rep commission rate per lead - useful for cash deals, insurance jobs, or one-off agreements.
Roof photos, signed agreements, claim PDFs, code reports - all attached to the lead and shared with the team.
Every status change, note, and document upload is logged. Drop a lead into a manager's lap weeks later and the full history is there.
Export your pipeline anytime - for backup, for accounting, or just to slice in a spreadsheet.
Tap Add Contact during a knock, fill in name + phone + property address. Lead enters the pipeline at New.
Set follow-up dates as you go. Add photos, notes, and documents at each stage.
When the lead progresses to insurance, attach the carrier, claim number, adjuster info, and outcome.
Mark Closed. Commission lines roll up to the rep + the storm if applicable.
Any roofing sales team that wants the full lead history (knock, photos, claim, contract) in one record.
Teams that already run a heavy CRM (Salesforce, HubSpot) and only want the canvassing layer - webhook integrations cover that case.
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