Worksite Pro

Worksite Pro is a private project management and CRM tool built for The Roof Guys field crews and office staff. It gives roofing contractors one place to run every job from the first knock to the final payment.

CAPTURE THE FIELD
Snap project photos and scan documents on site with a rapid-fire camera. Everything lands in the right project automatically, so the office sees the job as the crew works it.

ESTIMATES & CONTRACTS
Build retail and insurance estimates with line items pulled from your team's price book. Send e-signature contracts to clients without leaving the app — no printing, no scanning, no chasing signatures.

MONEY IN ONE PLACE
Log payments and expenses, scan check and receipt images straight into project files, and review accounts-receivable aging buckets so nothing slips. Subcontractor records keep each sub's files, payments, and notes together as a mini-project.

CANVASSING MAP
The canvassing map shows every door your team has knocked, color-coded by disposition. Drag a status chip onto a house pin or drop a new pin on the spot — a sales rep can mark a knock in two seconds while standing on the sidewalk.

STORM TOOLS
An in-app storm map wraps a hail-history tool so reps can check recent weather events for a neighborhood before they knock.

BUILT FOR ROOFING TEAMS
Worksite Pro is a B2B tool for one-team field operations. It requires an active Worksite Pro / TRG team account — this is not a consumer app and there is no public sign-up. All features are behind login.

Key features:
- Rapid camera for project photos and document scans
- Retail and insurance estimates from your price book
- In-app e-signature contracts
- Payments, expenses, and AR aging tracking
- Subcontractor mini-projects (files, payments, notes)
- Color-coded door-knocking canvassing map
- In-app storm/hail history map
- Project notes with general and supplement note types

No ads. No third-party advertising trackers. SMS is only sent when the user explicitly composes it.