The whole operation,
on one screen.
From the first door knocked to the final sub payout — dashboard, jobs, money, pipelines, contacts, insurance, measurements, dialer and a lead-capturing website. Every surface below is a real product native to the platform. Take the tour.
The morning read, before the first coffee.
Open the app and the whole business is already accounted for — revenue pacing, jobs won, pipeline weight and win rate, plus the handful of jobs that need a human today. No report to run, no tab to hunt for.
- Live KPI strip — revenue MTD, jobs won, pipeline value and win rate, trended against last month.
- Lead-source mix so you know which channels are actually paying for themselves.
- Attention queue surfaces the jobs stalling before they cost you the deal.
Revenue by month
Last 6 mo ▾Lead sources
Jobs needing attention
View all 18| Job | Stage | Rep | Value | Next step |
|---|---|---|---|---|
| Hvillard — 2841 Fenmore St Insurance · GAF Timberline HDZ | Adjuster mtg | D. Cho | $18,900 | Today 2:00 PM |
| Okafor — 119 Crestline Ave Retail · Standing seam metal | Contract sent | R. Diaz | $41,250 | Follow-up call |
| Bergstrom — 77 Alder Ct Insurance · Malarkey Vista | Production | K. Patel | $12,480 | Schedule crew |
Representative data shown.
Every job, moving left to right.
A drag-and-drop board that mirrors how a roofing job actually flows — lead to inspection to adjuster to contract to production to won. A cash strip across the top ties the board back to the money.
- Material on every card — GAF, CertainTeed, Malarkey or standing-seam metal, right where the crew looks.
- Receivables & payables and blended margin sit above the board, always current.
- Progress bars show how far each job has moved through its stage at a glance.
The full P&L for one roof, in one place.
Every job carries its own money view — what was contracted, what's collected, what's still owed, and the margin after materials and labor. Request a payment, cut a payout or issue a refund without leaving the job.
- Contract, collected, balance and margin as live tiles — no spreadsheet reconciliation.
- Statement ledger lines up materials, labor, dumpster, permit and deposits down to the dollar.
- Request payment, payout or refund — Stripe-backed, right on the job.
Statement ledger
Export| Deposit received Jun 28 · Stripe · Visa ••4471 | +$18,500 |
| Materials — ABC Supply Standing seam coil, clips, underlayment | −$14,200 |
| Labor — install crew Metal panel install · 22.5 sq | −$9,800 |
| Dumpster — 20 yd Tear-off haul-off | −$650 |
| Permit — city of Aurora Re-roof permit + inspection | −$320 |
Draw the process your company actually runs.
Insurance and retail jobs don't move the same way — so your pipeline shouldn't force them into one line. Drag stages onto a canvas, branch where the work branches, and attach automations to the stages that need them.
- Branching graph, not a rigid list — an insurance detour rejoins the main trunk.
- Per-stage checklists so nothing ships to production with a missing scope or photo.
- Automations on the canvas — a stage change fires the text, the task, the payout.
The people behind every roof, organized.
A living contact board with owner filters, instant search and a sales path on every record. Watch a homeowner move from a knocked door to a signed contract without a single re-key.
- Owner-avatar filters and search narrow thousands of contacts to the ones that are yours.
- Source tags & deal value on every card — canvassing, referral, storm or website.
- Sales-path dots show exactly where each relationship stands, at a glance.
Carrier, policy and adjuster — coordinated.
Insurance jobs live or die on the details, so OneRoof keeps carrier, policy, deductible and adjuster on one card. It even reads incoming carrier emails and files the numbers for you.
- Policy of record — carrier, policy number, deductible and dwelling coverage in one glance.
- Adjuster coordination with approved scope and meeting time attached to the job.
- Carrier-email parsing pulls claim and scope details straight out of the inbox.
Your own measurement engine — not a resold PDF.
Order an aerial report or run a native takeoff without leaving the job. Squares, pitch, facets and waste come back ready to feed the bill of materials and the estimate.
- Pick the product — Premium Residential, Claims Ready, roof-only or roof & walls.
- Full report metrics — area, predominant pitch, facet count and waste factor.
- Priced at 2× the measurement quote — a native engine plus aerial reports, no markup surprises.
A real power dialer, built in.
The dialer lives in the CRM — a $10 seat and published per-minute rates instead of a separate telephony contract. Reps dial straight from their lists on a multi-line command center. Every outcome disposes the lead and updates the pipeline in one tap.
- Multi-line power dialing — connected, ringing and voicemail lines side by side.
- One-tap dispositions — Interested, Callback, Not home or DNC, wired to the pipeline.
- Live session stats — dials, contacts and appointments as the shift runs.
A lead-capturing site on your own subdomain.
Spin up a clean roofing website that feeds inspections straight into your pipeline — no separate host, no plugin zoo. It's shipped and running in production — an $20/yr add-on for your own subdomain.
- Your own subdomain — yourcompany.onerooflabs.com, live in minutes.
- Inspection form drops new leads directly onto the contacts board.
- Shipped, in production — a real product, not a someday roadmap item.
Colorado's storm-ready roofing crew.
Free 15-point roof inspection, insurance-claim help, and a crew that shows up when they say they will. Serving the Front Range since 2009.
Book your free inspection
Nine products. One screen.
Pricing you can read.
Everything on this tour is native to the platform — one login, one data model, no integrations to babysit. See exactly what it costs, or line it up against the tools you're paying for now.
Pre-launch capability preview · month-to-month · your data stays yours.