One Roof Labs

One Roof Labs is the field app for the One Roof roofing CRM. The office runs the CRM in a browser. Your team runs the day from this app. Requires an active One Roof account. Your company's administrator creates accounts. There is no sign-up inside the app. FOR SALES REPS • Today's appointments, each with address, job type and status on one card • Call, text or start directions from the appointment • Every contact grouped by pipeline stage, from new lead through signed • Full history on a contact: appointments, notes, photos and documents • Build a proposal from your company's products, send it to the homeowner, and track when it is signed • Answer your company's business line from your phone, including from the lock screen FOR CANVASSERS • A door-knocking map of your assigned zone • Property and owner details before you knock • Log the outcome of every door in a few taps • Record a voice note while the conversation is fresh • Send a hot door straight to a sales rep FOR CREWS AND SUBCONTRACTORS • Your assigned jobs, with the address and what each job needs • Photograph the work as you go • Snap receipts for reimbursement • Keep your documents and compliance items current • Connect a bank account once, then see what you have been paid and what is pending HOW IT FITS TOGETHER • Push notifications for assignments, messages and customer replies • Team chat between office, reps and crews • Roles decide what each person sees; a subcontractor does not see the sales pipeline • English and Spanish ABOUT ONE ROOF One Roof is a CRM built for roofing companies: contacts and pipeline, appointments, canvassing, jobs, proposals, documents and payouts in one system. This app is the field half of it. Questions: https://onerooflabs.com/support