Pipeline & profit

What it does

• Live job P&L

  Dollar margin and percent margin on every job, updated the second a line item changes.

• Crew pay & commissions

  Each finished trade releases the crew's labor ticket, and each ticket becomes a QuickBooks bill. Commissions start with the job's first payment.

• QuickBooks sync

  Invoices and customers go to QuickBooks; payments, refunds, and costs come back, so the books and the jobs agree.

• Cash flow forecast

  See the money coming in and going out across the weeks ahead, not just a snapshot of today.

• Job pipeline & scheduling

  Drag jobs through your stages and book crews on the calendar in the same place you estimate.

• Reports owners actually read

  Margin Leakage, EBITDA Gap, Plan vs Actual, and a 13-week cash forecast: the numbers a buyer asks for, in plain language. Or ask Ada for a number in your own words.

The rest of the software

• Estimating & proposalsA priced 3-tier proposal before you leave the driveway.
• AI workflows for roofing teamsReview the scope. Prepare the job. Keep your team in control.
• Multi-tradeRoof, siding, and gutter in one job — not a second subscription.
• Field & crewDesigned to be readable in a truck.
• Switch & own your dataWe move it all, history included.

Find out what's costing you the most.