▣Your company workspace stays private to your team.
Checking build…
PRIVATE PILOT SETUP
Set up the first owner
Use the one-time setup token from your app operator. This setup closes as soon as the first owner account is created.
Workspace/Overview
Checking service
Good morning, Justin
Here’s what needs your attention today.
✦
Your workspace is ready
Add your first lead and Roofection will keep the next step visible.
New leads◉
0
Need first contact
Open jobs⌂
0
In your pipeline
Waiting on you✓
0
Need owner approval
Messages queued✉
0
Not sent yet
Job pipeline
A live view of leads and active work.
Today’s schedule
Visits and estimates on your calendar.
Jobs & crews
Open a job location or review its record.
Recent leads
Keep your next conversation moving.
Needs your approval
You stay in control of company actions.
0 waiting
Your next moves
A short list to keep the day on track.
✦
◌
Your next steps will appear here as work comes in.
Recent activity
The latest changes in your workspace.
⌖
YOUR SERVICE AREA
Set your home base
Choose a city or ZIP to personalize local conditions.
LOCAL CONDITIONS
Weather
☼
Save your service area to check local weather.
Forecast from Open-Meteo · your chosen city or ZIP is used for the lookup.
◈
Roofection prepares and organizes work. You decide what gets sent or changed.
PIPELINE
Leads
Every opportunity, with a clear next step.
⌕
0 leads
CustomerServiceLocationStatusReceivedActions
JOB CONTROL
Jobs & safeguards
Track authorization, subcontractor safeguards, job records, invoicing, and follow-up.
◈
Roofection checks that records exist and compares planned job costs with the sold price against your target gross margin. Financial figures are only as complete as the numbers you enter; they exclude overhead and tax. A recorded review is not a workmanship or code certification, and the contractor remains responsible for the work.
Start an operations record
Choose a lead the customer has accepted. Roofection will keep the job safeguards and next steps visible.
Action Center
Deterministic reminders based on job stage and recorded checkpoints.
0 open
BUSINESS HEALTH
Financials & ROI
Record confirmed value and provider costs to see whether Roofection is paying for itself.
ⓘ
Only verified time savings, recovered revenue, and avoided costs count as value. Enter provider costs from your bills: Roofection pauses new AI and SMS use after logged costs reach a limit, but it does not import bills or detect unrecorded charges.
Verified value this month↗
$0
Confirmed time, revenue, and cost savings
Recorded provider costs＄
$0
AI and messaging costs entered by you
Roofection subscription◷
$0
Your monthly subscription cost
Net tracked return＝
$0
Current month
Monthly provider limits
New AI questions and SMS sends pause after logged cost reaches the limit. A $0 limit pauses use immediately.
AI usage$0 of $0
Messaging$0 of $0
Record value or cost
Keep evidence notes for any value you mark verified.
Recent financial records
Workspace-only record of logged value and costs.
FIELD CALENDAR
Schedule
Plan inspections, estimates, and job visits.
▦
Roofection checks for overlapping appointments assigned to the same team member. Connect Google Calendar in Settings to add internal visit events. Customers are not invited; calendar files remain available.
Upcoming appointments
Download any visit as a calendar file.
ROOFING WORKFLOW
Reports & estimates
Keep inspection PDFs and clear customer estimates with each lead.
ⓘ
Roof reports are stored privately in this workspace. Estimates are drafts until you review and share them.
Roofing reports
Upload a PDF report to the related customer record.
Estimates
Prepare itemized pricing and a print-ready customer copy.
OWNER CONTROL
Approvals
Review actions before Roofection carries them out.
Waiting for your decision
External messages and business changes require your control.
CUSTOMER COMMUNICATIONS
Inbox & messages
Keep inbound conversations together and review outgoing drafts.
ⓘ
Customer replies need your approval. Delivery stays queued until a connected provider confirms it.
Recent conversations
Inbound events from connected providers.
Outgoing messages
Drafts and delivery status.
Owner control
AUDIT TRAIL
Activity
A record of what changed and who approved it.
Workspace activity
Recent events appear first.
✦
YOUR ROOFING BUSINESS ASSISTANT
What can I help you move forward?
Get a clear next step for a lead, a job, or the work piling up today.
When connected, Roofection sends your question and a short workspace summary to OpenAI. It may include customer names, requested services, and job stages. It excludes contact details, addresses, messages, and roof reports. Roofection cannot make changes or send messages from an AI answer.
WORKSPACE PREFERENCES
Settings
Set up Roofection around the way your company works.
Company profile
Your workspace details.
Company—
Owner
Account—
Signed in
Connected tools
Connect one workflow at a time.
LC
Less Annoying CRMLead sync is off until credentials are configured.
Not connected
AI
OpenAI assistantPreset guidance only until an API key is connected.
Not connected
G
Google CalendarCalendar sync is off until connected.
Not connected
Roofection creates internal primary-calendar events without customer invitations. Events include visit details and internal notes. Disconnecting stops future sync and leaves existing Google events in place.
☎
RingCentral SMSText delivery is off until RingCentral is connected.
Not connected
Inbound SMS is off.
Approved SMS drafts can send through RingCentral. Roofection lists only numbers assigned to this extension with SMS enabled. Customer STOP requests disable future texts until they send START. A RingCentral subscription expires after seven days and must be re-enabled.
Customer reviews
Set the link customers should use after a completed job.
Review requests are drafted for your approval. Roofection does not post or filter reviews.
Lead intake webhook
Connect a website form or a trusted provider.
Not configured
The secret is shown once when you create it. Rotating replaces the current secret immediately. Send it as a Bearer token over HTTPS; each event needs a unique provider event ID.
◈
Unconnected tools stay off. Inbound requests require the workspace secret. Customer messages still need an owner approval and a verified delivery provider.
roofection