Sales pipeline, production scheduling and finance for roofing contractors, in one platform.
The challenge
A roofing contractor sells in a CRM, schedules crews in a spreadsheet and invoices in an accounting package. The job exists in three places and agrees in none of them.
What we built
Outcomes
How we shipped it
The job is the record
Sales, production and finance are views of one job rather than three systems exchanging exports, which is what removes the reconciliation step at the end of every month.
Scheduling against reality
Production scheduling sits next to the pipeline, so what has been sold and what can actually be crewed are read from the same place.
Built for a contractor base
The platform serves a large contractor customer base rather than a single operator, which set the multi-account and permissions shape from the start — and put separate field and crew apps in the hands of people who are on a roof, not at a desk.
Stack
Aprojectlikethis?
One-page brief, two-week sprint, real exit ramps.
next kickoff · week 34