STORMSHIELD · RESIDENTIAL ROOFING
Sales Command Center
VIEW APP AS
JS
New customer
📅 Schedule Material Delivery / Crew / Install —
Adds a material-delivery event and an install event (multi-day if start/end differ) to the SSRR Delivery/Install calendar, then unlocks the advance button.
✍️ Completion Sign-off —
Stormshield Residential Roofing — Completion Sign-off
By signing below, the customer confirms the roofing installation has been completed to their satisfaction, the work area has been cleaned and inspected, and authorizes Stormshield Residential Roofing to close out the job. (Placeholder sign-off sheet — final wording TBD.)
- Tear-off, installation, and cleanup complete
- Magnetic nail sweep performed
- Customer walkthrough completed
Saving generates the signed sign-off PDF (…-signoff.pdf), files it to the job, and unlocks emailing it to the customer.
📋 Logistics & Handling —
Stormshield Residential Roofing — Logistics & Handling Agreement
Before your installation we coordinate where materials are staged, where the dumpster is placed, and how the crew accesses the property. By signing below, the customer authorizes Stormshield Residential Roofing to stage materials and place a dumpster at the agreed locations for the duration of the installation, and confirms the access details below are accurate.
Saving generates the signed Logistics & Handling PDF (…-logistics.pdf), files it to the job, stamps the details onto the delivery calendar event, and unlocks scheduling.
🔢 Confirm Numbers —
Open both documents and verify the figures match before advancing to Pre-Inspection.
📝 Pre-Inspection —
Pre-inspection step. Capture any notes, then mark complete to unlock ordering.
📷 Job Photo —
Take a photo of the job site, then mark it up and add a description.
The drawing, arrows, and description are burned into the image and filed to this job's photos. The description sits in a strip below the photo so nothing in the image is covered.
Create Estimate — Closing Mode
—
1
Roofing Estimate
Squares and waste % come off the EagleView. Waste is applied to the squares to price the roof.
Price$0
⚙
Ordering detail — materials
Managers only. These do not affect the customer price — they size the ABC material order and feed The Book. Ice & Water sq usually = eaves + valleys.
| Item | Unit cost | Qty | Ext. |
|---|
🔒
Finish the cost builder and hit “Estimate complete → Build Proposal” to choose how the customer pays.
Payment
Sub Total$0
$
Note: You will be charged a 3% fee for all credit card transactions. This fee will be added to your total remaining contract value.
🔒
Complete the Payment section and hit “Create proposal” to generate the proposal.
2
Proposal
Finalize & deliver
Signing no longer emails the customer automatically. Step 1 — Save as PDF: files the signed contract to the cloud (this marks the job SOLD), then downloads a copy to this device. Step 2 — Email to Customer. No signal right now? The job stays here signed — reopen it from the job's Create Estimate navigation and finish once you have signal.
Cold Call list
No Cold Call leads.
Returned to Thrive
No leads returned to Thrive.
Pipeline history
No historical records.
Knock/Mail list
No Knock/Mail leads.
No jobs are ready to order. A job becomes orderable at Pre-Inspection — finish Logistics + the Pre-Inspection checklist, then tap “Go To Ordering”.
Job & Delivery
filledneededBill of Materials → ABC from
| Material | Qty | UoM |
|---|
➕ Add an item to this order (missed on the sale, extras, anything)
Added items go on the ABC order and the order document exactly as typed — include the ABC item # when you have it so the branch pulls the right product.
Preview the ABC Place Order payload
Create the order document (materials & quantities, no pricing) and open it to review — that unlocks Place Order with ABC. Placing the order sends that document, moves this job to Materials Ordered, and into Deliveries.
Supplemental order — branch & delivery
extra materials · mid-project✓ = stocks every catalog item on this order (items without an ABC # can't be checked)
Items on this order
| Material | Qty | UoM |
|---|
Supplemental orders start empty — add exactly what you need. Include the ABC item # when you have it.
Preview the ABC Place Order payload
The job's stage does NOT change — this just sends an extra order, files its document, emails Brent, and adds an expense line for this job in The Book. Choosing a Pickup service means nothing is delivered — you collect at the branch you picked.
Material Deliveries
No orders yet.
Deliveries are added to Brent’s calendar automatically when an order is placed, and stay in sync when the delivery is rescheduled. Order statuses update live from ABC — no refresh needed. (In demo mode, use Refresh status to advance the sample statuses.)
Documents
Company-wide documents (templates, licenses, insurance, W-9s, etc.) — not tied to a job. Job documents live on each job card.
No company documents yet.