Get through today.
Every customer, remembered.

Your day, planned

Open RoofRep and today is already laid out.

The home screen isn't a customer list. It's your plan for today: who's due, what's waiting on someone else, and what needs attention. Work it card by card or as a list, and check things off as you go.

• Every customer has a next step, and you decide it.
• Appointments and reminders on one calendar, with an alert before each one.
• A heads-up when two appointments are too close together. It never blocks you.

Every customer, remembered

Everything about a customer, one tap away.

Name, address, every phone and email, and the whole history on one card. Call, text, email or add a note from it, and each one is logged after it really happens.

• Find anyone by name, address, stage or any part of a phone number, even a name spelled the way it sounds.
• Add a customer by hand, or snap a business card or yard sign and check what RoofRep filled in.
• Referral sources are tracked, and they show up in search.

Just say it

Hands full on a roof? Talk instead of type.

Hold the button and say what happened or what you want: “left a voicemail for the Garcias, call back Thursday,” “text Shelby,” “new appointment Tuesday at 2.” RoofRep shows you what it understood, and nothing is saved until you say yes.

• If it isn't sure which customer you meant, it asks.
• Your voice is turned into words on your iPhone. The recording is never sent to an AI.

Hey Siri

“Hey Siri, log a note in RoofRep.”

Log a note, hear today's plan, get a customer summary, or call, text or get directions to a customer through Siri. Siri never dials for you: RoofRep opens the customer and places the call from there.

Follow-up Flows

Follow-ups that don't slip.

Put a customer on a flow, a saved plan of calls, texts, emails and tasks on set days, with the customer's name already filled in. Every text and email is one tap from you. Nothing sends by itself. The flow stops on its own when you reach the customer.

• Build your own flows, or share one with your company.
• Managers can make a flow required for a lead source.
• See how each flow is doing: who was reached, and at which touch.

Booking link Coming

Let homeowners book an inspection on your calendar.

A link you send that shows homeowners your open times and puts the inspection straight on your calendar.

Inspections and reports

Walk the roof, talk, and the report writes itself.

Start an inspection, then walk the roof talking and taking photos. When you stop, RoofRep drafts a production report and a customer report from your own words, with your photos where you took them. You review and edit before anything is saved.

• Each report is saved as a PDF in the customer's documents. The homeowner's copy never carries your work list.
• Ask production for pricing straight from the report.
• Drone photos come in from the memory card.

Photos and markup

Roof photos that work with no signal.

Photos are saved on your phone first and upload when you're back in range. Swipe, zoom and share them from the customer.

• Mark up a photo with pen, circle, arrow, magnifier, measure and text.
• The marked copy sits beside the original. The original never changes.

Your team

Your whole crew, in one place.

Owners and managers keep the roster in Settings: each person's title, department and role. Reps track their own commission against their own rates.

• Only an owner can make another owner.
• Commission shows what's waiting on your rates instead of a made-up $0.

Pay plans and lead sources Coming

Set up each rep's pay, and choose which lead sources your company uses.

A short interview that sets up each rep's pay plan, and switches for the lead sources your company uses.

The money pipeline Coming

Estimates through payments, on the customer.

Estimate, proposal, contract, invoice and payments on each job.