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