Who you are · Operations · Roofing
Dispatchers and office managers run a roofing shop’s real assembly line: calls become jobs, jobs get trucks, trucks come back paid. The board and the phone are built for that chair first.
the operations manager
The chair’s real problems
Intake leaks
Calls answered on cell phones, notes on sticky pads, bookings that never reach the schedule. Every leak is a job your marketing already paid for.
The board lives in your head
When dispatch is a whiteboard photo and a group text, you are the single point of failure for the entire day.
Rework eats the afternoon
Re-typing the call into the schedule, the schedule into the invoice, the invoice into the books: the same job entered four times.
The work
01
Storm response
Leads from every channel, triaged by urgency and address, with inspections assigned by neighborhood instead of by whoever answered the phone.
02
The claim file
Photos, measurements, estimates, supplements, and approvals versioned on the job, not lost across three inboxes.
03
Production
Crews, materials, and permits scheduled together. Retail jobs skip the claim steps and run estimate to contract to production.
What the record hands you
The call becomes the job
The shop number rings with the record attached; the call ends as a scheduled job, not a message slip.
The phone →The board, whole
Every job, every truck, every state on one screen. Drag to reassign, and the tech’s phone already knows.
The board →No re-typing, anywhere
Job to invoice to payment on one record. What you enter once exists everywhere it’s needed.
The invoice →The old way
The storm buries the office
Lead volume that outruns intake becomes inspections that never happen.
The claim dies in email
Paperwork scattered across threads is how approvals stall and supplements get missed.
Supplements left on the roof
Commonly missed items (drip edge, ventilation, ice and water shield) are recovered by checklist, not by memory.
The day, from this chair
7:15
The day, dealt
Jobs to trucks in one pass. The crew’s phones update themselves.
10:40
The emergency lands
A no-cool call jumps the queue; the board absorbs it without a phone tree.
16:30
Tomorrow, staged
The next day is set before you leave, not at 6 a.m. from the parking lot.
Straight answers
Does the operations manager cost a seat?
No. $99 is the company, not the seat. Every chair on this page is included, from the owner to the newest tech, and a hire changes the crew rather than the software bill.
Can we bring our roofing records?
CSV and Excel, Documents, The API: we map the columns and read what we can, with a dry run you inspect before anything is live. What we cannot take stays a limit you can see.
Roofing, chair by chair
Operations, other trades
Start
One posted price for the company: every chair on this page included, from the owner to the newest tech.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.
