How-To Guides

Step-by-step playbooks for the situations a roofing crew actually runs into. Pick a scenario, follow the steps, jump to the right page.

Getting started — 5-minute tour

New here? Walk these five stops in order. Each opens the page so you can poke around live.

1. See the day
Today + Pipeline show what's hot.
Open Today
2. Add your first lead
Leads is where every job starts.
Open Leads
3. Walk a work order
Open one — punch list, change orders, warranty all live here.
Open Work Orders
4. Send an estimate
Use the price list or drag-to-build canvas.
Open Estimates
5. Close & collect
Invoice, ask for a review, register the warranty.
Open Invoices