ROOF
Business Desk for Roofing

Storm rolls through. Leads and claims, captured.

Storm leads, inspection photos, measurements, and insurance docs - organized into estimates and tracked claims instead of buried in a phone.

CaptureRespondOrganizeFollow up
Tenant-isolatedEncryptedLocal-first
How the work comes in
storm-surge leadsinspection photosadjuster docsmeasurementstear-off estimates
Lead control

All your leads in one place

Calls, forms, emails, photos, and follow-ups stay tied to the same customer record.

The daily grind

What a roofing day looks like before Business Desk.

01

Storms bring a flood of leads - and chasers

After hail or wind, leads pour in. Respond slow and an out-of-town storm-chaser closes them before you call back.

02

Insurance claims are an admin nightmare

Adjuster reports, scopes, supplements, ACV vs. RCV. The paperwork on a single claim can outweigh the roofing.

03

Photos and measurements scatter

Inspection photos, aerial measurements, and damage docs end up spread across phones, email, and the truck.

04

Long sales cycles go cold

Homeowners collect bids and ghost. Without steady follow-up, signed deposits stall and the job never closes.

How it works

Four moves. The whole operating rhythm.

01

Capture

Storm leads, referrals, and inspection requests all hit one Inbox.

02

Respond

Build the estimate straight from the photos and measurements you captured.

03

Organize

Keep scope, supplements, and insurance docs together for every claim.

04

Follow up

Tasks chase slow bids until the deposit clears.

What you get

Built for how roofing actually work.

Catch every storm lead

Web, call, and referral leads land in one inbox you can work fast.

Photo & doc organizer

Inspection photos, measurements, and adjuster files attached to the job.

Claim-ready records

Scope, supplements, and approvals kept together for every claim.

Relentless follow-up

Tasks keep slow bids moving until the deposit clears.

Recommended plan

Document Ops Manager

Because photos, measurements, and insurance docs are the job - not a side task.

Choose this plan
Built to be trusted

A serious system under a simple surface.

isolation

Tenant isolation

Your customer data and credentials stay scoped to your own workspace.

credentials

Encrypted secrets

Connected-source credentials are encrypted and never exposed in the app.

control

Export & delete

Set retention, export your data, or delete it - on your terms.

Start today

Beat the storm-chasers to the close.