Enter your Supabase credentials. Your data syncs across all devices automatically.
Find credentials: Supabase Project → Settings → API
Database Setup SQL
Paste this into Supabase → SQL Editor → New Query → Run.
Package Price
$0
Margin
0%
Grand Total
$0
⌂
Home
◎
CRM
◈
Estimate
◇
Proposals
≡
More
Loading Business OS...
Business OS
⚑ Veteran-Owned
Overview
—Dashboard
Sales Pipeline
—CRM
—Discovery
—Inspections
—Estimator
—Estimates
—Proposals
—Invoices
—Quick Quote
Operations
—Production
—Calendar
—Finance
—Warranties
Growth
—Referrals
—Canvassing
Vendors
—Suppliers
—Subcontractors
System
—Equipment
—Products
—Settings
—Log
Dashboard
Synced
Dashboard
Live business overview
Follow-Ups Due
Revenue (6 months)
Lead Funnel
Open Proposals
Recent Activity
Close Rate by Lead Source
Lead Source ROI
Pipeline by Stage
CRM
Lead & customer management
Quick-Add Lead
Lead ID
Score
Name
Address
Phone
Stage
Source
Signals
Sq
Follow-Up
Discovery
Value
Actions
Discovery
Site assessment records
ID
Customer
Address
Date
Estimator
Prescribed Package
Urgency
Confidence
Actions
Inspections
Roof condition reports for claims, pre-purchase & diagnostics
ID
Customer
Address
Type
Date
Condition
Recommendation
Status
Actions
✏️
Revision Mode
Editing: ·
Estimator
Measurement-to-price engine
A — Job Info
B — Measurements
C — Takeoff: Materials
Rates from: —
Item
Product
Unit
Qty
$/Unit
Extended
Materials Total: $0
D — Takeoff: Labor
Item
Description
Unit
Qty
$/Unit
Extended
Labor Total: $0
E — Takeoff: Disposal & Other
Item
Description
Unit
Qty
$/Unit
Extended
Disposal Total: $0
F — Prescription
G — Add-Ons & Upsells
0 selected$0▼
☑
Add-On
Unit
Qty
$/Unit
Extended
Add-Ons: $0
🌧 Gutter System Spec
Material Preview
Live Estimate
Materials$0
Labor$0
Overhead (18%)$0
Base Cost$0
Package Price
$0
Gross Profit:$0$
💼 Commission% of gross profit
Rep Commission$0
Net After Commission$0
Sales Tax (6% materials)$0
Add-Ons$0
Grand Total$0
Estimates
Saved drafts — resume or send to proposals
ID
Customer
Address
Estimator
Date
Package
Total
Status
Actions
Proposals
Customer proposals & PDF generation
Proposal ID
Customer
Address
Package
Grand Total
Status
Created
Actions
Invoices
Billing & payment tracking
Invoice #
Customer
Address
Date
Total
Balance Due
Status
Actions
Invoice
—
—
Milestones0%
Production
Active jobs & milestone tracking
Job ID
Customer
Address
Crew Lead
Start
End
Status
Progress
Actions
Calendar
Jobs, follow-ups & deliveries
JobsFollow-UpsDeliveries
Finance
Revenue, expenses & cash tracking
Revenue vs Expenses
Outstanding Receivables
Log payments to track receivables.
Date
Job ID
Customer
Type
Category
Description
Amount
Method
Actions
Quick Quote
Service calls, gutter quotes & maintenance agreements — no full estimate needed
Customer Info
Line Items
Gutter Specifications
Add leaf guard system
Enter LF to see material takeoff
Pricing
Agreement Details
Included Services
Quote Total
$0.00
Referrals
Track referrers, tiers & rewards
Referrer
Tier
Referred Lead
Job Value
Reward
Status
Date
Actions
Canvassing
Track outings, doors & appointments
Date
Rep
Neighborhood
Doors
Contacts
Appts
Conv %
Notes
Actions
Equipment
Trucks, trailers & tools
Name
Type
Year/Model
Last Service
Next Service
Status
Notes
Actions
Warranties
HonorGuard warranty certificates
Warranty ID
Customer
Address
Tier
Term
Issued
Expires
Transferable
Status
Actions
Materials & Pricing
Your product catalog — prices here drive the Estimator dropdowns and takeoff calculations
How this connects: Add your materials here with real prices. In the Estimator → Takeoff table, each row has a product dropdown that pulls from this catalog. Select a product and the unit cost auto-fills. Your shingle product name also flows into proposals and pre-production packets.
📄 Import Price Sheet
Review parsed products below. Uncheck any you don't want to import. Products matching an existing name will update pricing only.
Product Name
Category
Unit
Unit Cost
Status
Settings
Company info & system configuration
Company Information
Owner Signature
Draw your signature below. This will be embedded on generated documents (Insurance Scope Letters, Subcontractor Agreements, Pay Authorizations).
Sign here
🛡 Foundation — 10-Year
🔰 Signature — 25-Year
⭐ Legacy — Lifetime
📦 Package Material Presets
Assign which product is used for each material category in each package tier. When a package is selected in the Estimator, these products are auto-filled into the takeoff.
Estimating Defaults
Pitch Multipliers
Business Targets
Supabase Connection
📞 Communication Templates
Tap to expand
10 ready-to-use templates for texts, emails and call scripts. Tap any template to edit it inline, then Copy to use. Tokens like {first_name} can be personalized before sending.
🤖 AI Features — Anthropic API Key
Required for AI-powered features: PDF price sheet import, proposal drafting, email drafting, and discovery assistance. Get your key at console.anthropic.com. Stored locally on this device only — never sent to our servers.
Pre-Production Packet Templates
Write your standard language once. The packet generator pulls this text and merges it with job-specific data (customer, product, dates, scope) automatically.
Proposal Letter Template
The personal letter on page 2 of the proposal. Use [FirstName] and [CompanyName] as placeholders — they auto-fill when generating.
Suppliers
Material suppliers, accounts & contacts
Subcontractors
Sub crews, rates & credentials
Audit Log
System activity trail
Timestamp
Module
Action
Record ID
Details
Job Close-Out
Add Lead
Contact Info
Intake Questionnaire
Site Assessment & Discovery
New Inspection
Import Measurement Report
Upload your report file or paste the text manually. Supports PDF, TXT, and CSV from EagleView, Hover, iRoofing, GAF QuickMeasure, and Roofr.
📁
Tap to Upload File
PDF, TXT, CSV — EagleView, Hover, iRoofing, GAF QuickMeasure, Roofr
or paste text
Proposal
Job
Log Transaction
Issue Warranty
Add Product
Edit Proposal
Send Proposal
Email Proposal to Customer
This opens your default email app (Gmail, Apple Mail, Outlook, etc.) with this message pre-loaded. Generate the PDF separately using Print / Save as PDF and attach it before sending.
✍️ Customer Signature
Customer Signature
Sign here with your finger or mouse Draw your signature above
By signing you agree to the full proposal terms and authorize RoofOps LLC to proceed.
Pre-Production Packet
Enter the scheduled dates for this project. These will appear on the cover page and timeline.
