Features and Functions.

  • Customer Management

    Manage end-to-end customer data including contacts, site addresses, billing information and more.

  • Track Projects

    Digitally create new projects and work orders, and dispatch to your branches, service providers and technicians in real-time.

  • Electronic Documents

    Digitize your documents by uploading files directly to your customer portal, with the ability to access and download at any time.

  • 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.

  • Attachments and Roof Plans

    Easily upload attachments, roof section documents and roof maps to your work orders.

  • Project Maps

    Integrated with Google Maps, view your site maps and satellite images when creating work orders.

  • User Roles and Permissions

    Configure user roles such as admins, technicians, and service providers for an intuitive and easy-to-use interface.

  • Notifications

    Receive notifications for new service requests, approvals, dispatches and more - and select your unique preferences.

  • Reports

    Review photo reports, roof condition reports, leak investigation reports, emergency project reports, history reports, safety reports, and more.

  • Photos

    Upload project photos and sort by type, date/time, and categories. Easily create and view photo reports.

  • Drawings

    View drawings, satellite maps and aerial views of your roofs.

  • Search and Filter

    Apply filters and search by project name, project number, location, and address.