Features and Functions.
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Customer Management
Manage end-to-end customer data including contacts, site addresses, billing information and more.
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Track Projects
Digitally create new projects and work orders, and dispatch to your branches, service providers and technicians in real-time.
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Electronic Documents
Digitize your documents by uploading files directly to your customer portal, with the ability to access and download at any time.
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Digitize Your Life Cycle
Whether you are tracking a service call, managing projects, or creating a work order, simply do this online with a few clicks.
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Attachments and Roof Plans
Easily upload attachments, roof section documents and roof maps to your work orders.
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Project Maps
Integrated with Google Maps, view your site maps and satellite images when creating work orders.
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User Roles and Permissions
Configure user roles such as admins, technicians, and service providers for an intuitive and easy-to-use interface.
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Notifications
Receive notifications for new service requests, approvals, dispatches and more - and select your unique preferences.
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Reports
Review photo reports, roof condition reports, leak investigation reports, emergency project reports, history reports, safety reports, and more.
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Photos
Upload project photos and sort by type, date/time, and categories. Easily create and view photo reports.
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Drawings
View drawings, satellite maps and aerial views of your roofs.
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Search and Filter
Apply filters and search by project name, project number, location, and address.