Manage your book of business
• Roofing Specific Hierarchy
• Task Management
• Document Storage
• Photo Storage
• Notes & Mentions
Sell service or projects while staying organized, and on top of your deals
• Lead Tracking
• Opportunity Workflow
• Roof Inspections
• Build-A-Bid
• Repair Estimates
• Sales Reporting
Create work orders & pass them to your service crews for completion, progress is trackable by your customer
• Work Order Creation
• Tech Board Scheduler
• Mobile App
• Email Alerts
• Labor & Material Tracking
• Invoicing
• Accounting Integrations
Manage projects daily & share progress updates automatically with your customers
• Project Files/Notes
• Project Handoff
• Scheduling
• Track Schedule
• Checklist
• Daily Progress Reporting
Provide access to your clients and make it easy for them to buy from you
• Portfolio Access
• Work Order Creation
• Inspection Results
• Real-Time Budgeting
• Warranty Information
• Inventory Repairs
• Reporting
Centerpoint Connect is the perfect front-end project management solution that all of your project managers, coordinators, supers, estimators, and accounting team can use to be on the same page and update each other. Customized stages enable you to track job progress daily.
Invoices are generated after service requests are completed and sent directly to your clients. Our API’s offer ability to automatically port over your designated accounting system.
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