Roofing Estimator

Scope, material, margin, and proposal workflow

Live workspaceProposal

ActivityCurrent workspace signals stay available without crowding the first screen.Open signals

EST-2048Loading estimator2 reviews2 price updates1 takeoff0/4 ops checksRelease draft1 export ready1/3 scheduled2 supplements2 selections1 cash holds

TenantNorthline Roofing Co.

Roles3 active

Data3 sources

Active areaProposal

Proposal command desk

Harper Residence proposal, close, and production release

Keep the estimate, proposal sections, e-sign envelope, deposit release, customer selections, material order, and crew packet visible before this becomes a live roofing sales setup.

Envelope

ENV-6200 / Sent

Packet

Ready

Cash holds

Selections

$40.6K

Estimate

25% margin on EST-2048

2 blocks

Proposal

4/6 sections ready

Blocked

Deposit

INV-7782 / $8,500

Blocked

Crew

Ortega low-slope crew; Hold until board approval

Live proposal board

Estimate, customer packet, deposit, and production release in one queue.

3 proposals visible

View estimate pipeline7 estimates

Estimate-to-production release laneOpen when the buyer wants to inspect takeoff, price review, deposit, selections, materials, and crew dispatch controls.2 reviews1 cash holds1/3 scheduledShow lane

Estimate-to-production lane

Cedar Valley HOA from takeoff to crew dispatch

Move a roofing estimate through field takeoff, price drift review, proposal signature, deposit release, customer selections, material readiness, and production scheduling from the first screen.

2 reviews2 price updates1 cash holds1 export ready

View release lane controls7 stages, 1 cash hold, 1/3 scheduled.Show controls

Takeoff ready

Field takeoff

Pending

Price drift

2 open

Manager review

Sent

Customer proposal

Blocked

Deposit release

Draft

Selections

Blocked

Crew schedule

Send package

Proposal builder

4/6 ready

Selected estimate

EST-2048

Modeled total

$40,630

Packet

Not staged

Scope of work

Proposal component

Ready

Material schedule

Proposal component

Ready

Warranty terms

Proposal component

Ready

Financing option

Proposal component

Optional

Drone photos

Proposal component

Needs review

E-sign envelope

Proposal component

Ready

Customer close path

Send and e-sign

Sent

Envelope

ENV-6200

Last activity

24 min ago

Next action

Watch for customer view and schedule follow-up.

Email packet

Branded proposal email with summary, timeline, and financing link.

E-sign envelope

Customer signature page, deposit terms, and scope acknowledgement.

Follow-up sequence

Three-touch reminder path for sent but unsigned proposals.