Back office for roofing

Storm claims documented, replacements run to warranty

Inspections, leak repairs, storm-damage response, full replacements, and component work — with the photo-first intake, written damage reports, and adjuster meetings that define the insurance-claim workflow.

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Configured for Roofing

Not generic software. Your trade's operating system.

The configured workflow pack covers Replacement, Repairs & Triage, and Components — from triage and emergency tarping through inspection, installation, final walkthrough, and the claim-file package.

TP-01

Photo-first claim workflow

Storm-damage intake starts with customer photos before a ladder goes up; timestamped damage documentation, written damage reports, and adjuster-meeting attendance are built into the job.

TP-02

Replacement project management

Replacements sequenced from property protection and tear-off through decking inspection, underlayment, flashing, and magnetic sweep, with the project manager visible throughout.

TP-03

Claim-track billing

Estimates built to compare line-by-line against the adjuster's scope of loss, with supplements prepared from photo documentation when hidden damage appears.

Your workflow pack

Every phase configured before you log in.

Your back office ships with these phases built for Roofing — tasks, checklists, and QA gates included.

Phase 1

Intake & Scheduling

Damage type, storm date, roof age and material, and interior leak signs captured at intake; active leaks get tarping with an SLA target, inspections scheduled within days.

Phase 2

Quote & Approval

Inspections documented free of obligation; repairs quoted flat after inspection; replacements quoted per project only after a full inspection including attic and decking assessment.

Phase 3

Replacement

Roof and attic walked with all slopes photographed, tear-off to decking with wood inspected, underlayment and ice-and-water shield installed, flashing, shingles, ridge cap, and ventilation completed with magnetic sweep and debris removal.

Phase 4

Repairs & Triage

Photo-first triage call, emergency tarp or temporary seal, leak source located from attic and roof, shingles, flashing, or sealant failure repaired and photo-documented.

Phase 5

Components

Gutters, flashing, vents, and skylights inspected; pipe boots and worn flashing replaced, problem skylight flashing resealed, gutters cleared and resecured — with before and after photos of each component.

Phase 6

QA & Closeout

Full-slope final walk, flashing and ventilation detail check, magnetic nail sweep confirmed, customer walkthrough signed off; before/after full-slope photos on every replacement and major repair.

Phase 7

Invoicing & Review

Repairs invoiced on completion and replacements per contract terms; claim-track customers get completion photos and invoices promptly so recoverable depreciation can be released, plus supplement support.

Quoting, our way: Inspections are documented and free of obligation; replacement quotes are per-project only after a full inspection including attic and decking assessment. Never a firm project quote without a site visit — and claim-track estimates are built to compare against the adjuster's scope of loss.

How a job flows

From first call to paid invoice.

Step 1

Triage call

Active-leak customers get interior mitigation guidance and emergency tarping offered with an SLA target; others are guided to document and wait for the adjuster.

Step 2

Photo-first inspection

Storm events trigger photo-first intake: customer sends ground-level photos before a ladder goes up, then the full inspection covers slopes, flashing, penetrations, gutters, and the attic.

Step 3

Damage report

Written report with timestamped photos and a repair-versus-replacement recommendation delivered free of obligation — the foundation of any claim.

Step 4

Scope review and install

For claim-track jobs the adjuster's scope of loss is reviewed line-by-line with the customer; replacement day brings property protection, tear-off, decking repair as approved, and daily cleanup.

Step 5

Final walkthrough

Project manager walks the completed work with the customer: new flashings, valley details, debris removed, warranty documents delivered, completion photos and invoice provided for depreciation release.

Step 6

Seasonal program

Customers join the spring/fall inspection program with photo reports and priority storm-response queue; claim-track customers get a check-in after depreciation is recovered.

Proof on every job

Evidence your customers can see.

Every Roofing job carries photo and documentation standards — dispute prevention built into the workflow.

✓ Storm-damage documentation photos: timestamped, high-resolution hail hits, wind-creased or missing shingles, granule loss, damaged flashing, vents, gutters, and attic leak evidence — required on every storm-track job.
✓ Before/after full-slope photos on every replacement and major repair.
✓ Written damage report with findings, photos, and recommended scope, free of obligation after inspection.
✓ Claim file kept as one package: damage report, photos, adjuster-meeting notes, scope-of-loss comparison, and supplement documentation.

Our boundary, stated plainly: The policyholder files the claim — the business documents and attends the adjuster meeting but never files it or concludes coverage — and watertight guarantees are never made on repairs quoted without attic and decking assessment.

Pricing

One recovered job a month pays for it.

Your Deputy tiers for Roofing: Per-project replacements priced by squares and material after a full inspection; repair and tarping fees quoted flat — firm project numbers only after a site visit.. Same platform, configured for how roofing work gets billed.

Launch

Owner-operators & 1–2 person shops

$179/mo

$499 one-time onboarding · $1,790/yr annual

Branded client portal on your subdomain
Online booking page + Roofing intake form
Digital quotes/proposals with e-sign
Invoices + online payment
Review engine (auto requests after paid jobs)
1 niche workflow pack
Unlimited staff seats
Email support

Start with Launch

Growth

Growing shops with crews (3–15 people)

$299/mo

$999 one-time onboarding · $2,990/yr annual

Everything in Launch, plus:
Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
Crew checklists & SOP library
Reputation + referral engine
Service recovery: callback, billing & warranty inboxes
Subcontractor packet: credentials, availability, offboarding
Priority support

Start with Growth