Every lead needs an owner.
Capture website quote requests, keep the lead source and property details, and assign the next follow-up to a rep. Make the opportunity visible before anyone orders a report.
HomeVision for roofing contractors
Run the roofing business behind every roof.
Connect the first inquiry, roof measurements, homeowner proposal, and crew handoff. Give sales, production, and the office the context they need to keep each job moving.
HomeVision Roof Report
Cedar Court measurement example · R-2080Roof plan · Top view176 ft eaves · 8/12 pitch
- Roof area
- 2,206.6 sq ft
- Pitch
- 8/12
- Ridge
- 20 ft
- Hips, total
- 106.3 ft
Built for the work between the milestones
Close the gaps between selling a roof and installing it.
Every proposal needs a clear scope.
Review area, pitch, facets, and roof-edge measurements. Use report context to explain the scope, and explore roof and siding color ideas with Build Vision — Exterior.
Every install needs a ready team.
Review quantities, supplier needs, and material readiness alongside the approved scope. Coordinate final measures and install milestones before the crew arrives.
Project VisionSample project
Production project · WO-1042
Maple Street roof replacement
In progress
Project photos9 photos 3 phases
From sold scope to installed roof
A handoff the production team can actually use.
Keep the Work Order, production Project, milestones, and documentation together. The crew can see the work ahead; the office can follow what happened on site.
- Track final measure, order, and install milestones.
- Organize photos by Before, Progress, and After.
- Keep internal documentation separate from customer updates.
Project Vision · The work on site
Capture existing roof conditions, installation progress, and finished-work photos, videos, and PDFs. Keep them with the roofing Project for customer communication and closeout.
Explore Project VisionBill Vision · The spending behind it
Capture material and jobsite receipts, review the date and amount, add work context when useful, and submit the expense to the designated reviewer.
Explore Bill VisionYour connected workflow
One roofing job, from inquiry to closeout.
- 01
Capture
Website request, property, and assigned rep
- 02
Measure
Report review and estimate scope
- 03
Approve
Homeowner proposal and deposit
- 04
Prepare
Material quantities and install schedule
- 05
Complete
Field documentation and final invoice
Put your roofing workflow in one place.
See the products and handoffs that fit your team, from the first customer conversation to the final job details.