Owner
See what was worked, what needs your answer, and whether the service is creating useful follow-up activity.
Private roofer account
A simple proof center for roofing companies: see what follow-up was worked, what needs your answer, which scripts need approval, which lists were uploaded, and what the weekly report says. This should support your team, not become another CRM to babysit.
For owners and office teams
See what was worked, what needs your answer, and whether the service is creating useful follow-up activity.
Check uploads, scripts, opportunities, and handoffs so your team knows what to answer next.
Use the visible lists and reports to stay aligned without digging through texts, inboxes, or spreadsheets.
If your team is not sure where to begin, send one small list first: missed calls, old estimates, web forms, past customers, or completed jobs for reviews/referrals. One clean list is better than a giant messy export.
If someone on your team will help, tell them to start with the Needs Attention section, then Send a List, then Scripts. They do not need to understand the whole platform on day one.
Log in for the full dashboard. Use this page to check what needs you, approve wording, upload lists, and review proof reports. Legacy client codes still work as a fallback for early clients.