The roofing file from first knock to final payment.
RoofStack connects the field, office, production team, and homeowner around the same customer record so every next step is easier to see and complete.
Turn field activity into measurable opportunity.
Owners need to know what created each opportunity and what happened next. RoofStack connects door knocking, referrals, direct mail, web forms, storm activity, and campaigns to the job pipeline.
Canvas
Track door knocks, interested homeowners, territories, rep activity, and follow-up from the map.
Storm Intelligence
Monitor coverage areas, storm history, watches, mailer preparation, and field response.
Lead Sources
Keep lead sources separate so owners can see which inputs turn into inspections, claims, sales, and revenue.
Collect the proof while the rep is still on site.
The inspection workflow is designed to capture photos, notes, storm history, checklist answers, measurements, and damage details while the job is fresh.
Inspection Co-Pilot
Guided photo capture for elevations, attic, ladder assist, roof slopes, components, and damage documentation.
Storm Reports
Address-based storm history, radius review, weather dates, and supporting documentation for the claim file.
Photo Records
Photos stay connected to the inspection with labels, notes, timestamps, and location details where available.
Build a package customers and carriers can understand.
RoofStack estimates can include measurements, item selections, scope, photos, reports, contracts, and supporting evidence instead of sending a price alone.
Estimate Builder
Create quotes and estimates with line items, product choices, pitch adjustments, and branded documents.
Evidence Package
Bring photos, storm reports, scope notes, claim documents, and customer-facing language into one preview.
Contracts
Attach signable agreements to proposals, quick quotes, evidence packages, inspections, HR, or other company workflows.
Keep the job moving after the sale.
Production, maintenance, accounting, payments, and supplier activity stay connected to the same customer file.
Material Ordering
Use product libraries, supplier records, purchase requests, and job-linked material flow.
Production
Manage jobs, project tasks, maintenance plans, calendars, crews, and closeout work.
Accounting
Review invoices, payments, accounting activity, connected systems, and cash movement from one switchboard.
Reminders, messages, and tasks keep the company moving.
RoofStack supports appointment reminders, customer messages, task assignment, storm alerts, direct mail readiness, team communication, and repeatable follow-up.
| Layer | Business purpose |
|---|---|
| Assistant | Help users find answers, report issues, request features, and get workflow guidance. |
| Messaging | Keep company conversations, support messages, rep recognition, and operational updates organized. |
| Notifications | Remind users about appointments, tasks, storms, mailers, training, customer activity, and owner alerts. |
| Automated Follow-up | Send reminders by minutes, hours, or days using the message templates the company controls. |