A business OS for certified RoofStack agencies.
Agencies manage client companies, agency-owned leads, XBlast marketing, websites, contracts, support requests, fulfillment, and agency performance without entering a roofing company job flow unless they switch into a client account.
Money, marketing, clients, support, and reporting in one place.
The agency portal reuses RoofStack systems, but scopes them to the agency business instead of the contractor job file.
Accounting
Agency packages, subscriptions, billing status, receivables, and fulfillment charges.
Marketing and XBlast
Campaigns, websites, direct outreach, content, and lead generation for agency clients.
Client Companies
Client rollups, owner communication, service status, requests, and activity summaries.
Opportunities
Pipeline kanban for agency service deals, packages, contracts, and client expansion.
Smart Docs
Contracts, proposals, signing, onboarding documents, and client service agreements.
Analytics
Client performance, agency revenue, subscriptions, fulfillment, and activity rollups.