Dashboard
Live business overview
Follow-Ups Due
Revenue (6 months)
Lead Funnel
Open Proposals
Recent Activity
Close Rate by Lead Source
Pipeline by Stage
CRM
Lead & customer management
Quick-Add Lead
| Lead ID | Name | Address | Phone | Stage | Source | Sq Ft | 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 |
|---|
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
| ☑ | Add-On | Unit | Qty | $/Unit | Extended |
|---|
Add-Ons: $0
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 |
|---|
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 |
|---|
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.
Settings
Company info & system configuration
Company Information
🛡 Shield — 2-Year
🔰 Guardian — 10-Year
⭐ Sentinel — 25-Year
Estimating Defaults
Pitch Multipliers
Business Targets
Supabase Connection
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 |
|---|