🏠 RoofScope Pro
Roof Pro Toolsuite
RoofScope Pro
Premium workspace

CRM Dashboard

A cleaner sales command center for leads, quotes, jobs, follow-ups, and cash collection.

Contractor SaaSRoofScope ProPremium PDF + CRM
Live production
Remote deploy verified
Connected workflows
CRM • Quotes • Invoices
Fast exports
PDF • Email • Download
Sales pipeline + client follow-up

Keep every lead moving with a board that feels sharp, fast, and obvious.

Track opportunities from request to quote to job without hunting through menus. The layout highlights what needs a response, what is ready to win, and what should become field work next.

Open Quotes
Pipeline boardAutomation-ready follow-upJob conversionRevenue visibility
Open opportunities
0
Requests and quotes still moving
Follow-up ready
0
Touch base before deals go stale
Job-ready leads
0
Convert to scheduled work
Open jobs
0
Active field work

Revenue focus

What your team should act on next

Quote conversion0%
Average lead score0
Won opportunities0

Mini chart

How the pipeline is distributed today

New Lead0
Qualified0
Measured0
Estimate Sent0
Negotiation0
Won0
Lost0
Scheduled0
Completed0

Request → Quote → Job

The handoff path your team should follow

1
Request
0 leads
2
Quote
0 in play
3
Job
0 jobs

Automation center

Follow-up and cleanup that happens in the background

Quote follow-up
Active

Remind clients after a quote is sent so good opportunities do not stall.

Invoice follow-up
On-plan

Prompt overdue clients with a clear next step and easy payment path.

Auto draft from requests
Premium

Convert incoming request details into a cleaner quote draft faster.

High-value alerts
Fast

Surface larger opportunities so the team can jump in at the right moment.

Total Leads

0

👥

Qualified

0

Won

0

🏆

Revenue

$0

💰

Avg Score

0

📊

Conversion

0%

📈

Loading workspace

Fetching leads, jobs, and invoices...

Pipeline is empty

Start by adding a lead and moving it through the sales flow

👥

No opportunities yet

Create the first lead, then move it through the stages from qualified to won so the board starts feeling alive.