Roofing

Run Your Roofing Business From Lead to Final Inspection.

Core365 brings roofing CRM and sales, customer records, project coordination, crew scheduling, purchasing, job costing, and service workflows into one connected operations platform. Keep your teams working from the same customer and project information, with visibility into the work that needs to happen next.

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Run Your Roofing Business From Lead to Final Inspection.

SALES & PROJECT
COORDINATION

Keep customer records, sales activity, project milestones, and team responsibilities connected.

CREW SCHEDULING
& FIELD SERVICE

Coordinate crew assignments, service tickets, and field documentation through supported workflows.

JOB COSTING
& PROCUREMENT

Connect purchasing and project costs with operational financial visibility.

Keep Sales Activity Connected to the Project

Core365 connects canvassing activity, lead records, sales follow-up, and project information so teams can coordinate customer work. Step365 supports field sales and territory-based activities, while the broader Core365 platform keeps customer information connected to the operational teams responsible for delivering the job. Available mapping and communication capabilities depend on the supported tools and configuration.

Canvassing activity and lead records connected through Step365
Customer information associated with sales and project workflows
Follow-up work organized through configured tasks and notifications
Sales performance visibility through supported operational consoles
Optional AI Agents for supported business tasks

Keep Sales Activity Connected to the Project

Coordinate Estimates, Project Data, and Job Costs

Core365 helps teams keep customer information, project documents, pricing inputs, and job costs connected to operational work. Material, labor, equipment, and subcontractor costs can be associated with project records, giving managers better visibility into the financial performance of each job. Estimating methods and external measurement tools can be incorporated according to the supported implementation.

Customer and project information available for supported estimating workflows
Material, labor, equipment, and subcontractor costs associated with projects
Project documents and change information kept with the relevant job
Reusable document templates through separately licensed DocuVault365
Revenue, cost, and margin visibility through Finance365

Keep Projects Moving From Sale Through Installation

Core365 connects sales, project coordinators, and field teams through shared customer and project records, milestones, assignments, and documentation. Configured workflows help teams identify outstanding work, coordinate handoffs, and maintain visibility into project progress from sale through installation and inspection.

Project milestones and assigned responsibilities
Crew scheduling and supported service-area assignments
Purchasing and equipment information connected to project work
Project documents and change information associated with the job
Mobile forms and field photo documentation
Customer notifications through supported configured workflows

Keep Projects Moving From Sale Through Installation

Manage Invoices, Receivables, and Project Costs

Finance365 supports invoicing, accounts receivable, collections follow-up, payment records, and job costing. Teams can review project revenue alongside material, labor, equipment, and subcontractor costs to understand job-level financial performance. Commissions365 calculates configured sales compensation and prepares payment summaries. Payment execution remains with external administrators or supported providers.

Invoice creation and customer delivery through supported workflows
Accounts receivable, balances, and collections follow-up
Payment records and financial status visibility
Material, labor, equipment, and subcontractor job costs
Configured commission calculations and eligibility
Document workflows through separately licensed DocuVault365
Operational financial visibility through supported consoles

Optional AI Agents for Supported Team Workflows

Core365 offers separately licensed AI Agents designed to assist with supported business activities. Each agent has its own capabilities, knowledge sources, communication channels, and implementation requirements. Organizations can select the capabilities that fit their operations while retaining human oversight of important decisions and exceptions.

Purpose-built assistance for supported operational tasks
Agent-specific capabilities and availability
Access to supported information and configured knowledge sources
Integration with applicable business workflows
Human review of important responses, decisions, and exceptions

Optional AI Agents for Supported Team Workflows

Connected Operational Capabilities for Roofing Teams

Roofing businesses often rely on separate applications for sales, scheduling, project coordination, documents, purchasing, accounting, and employee management. Core365 brings many of those operational functions together through connected customer and project information. The standard platform supports sales, project coordination, field service, procurement, job costing, employee administration, learning, and configured commission calculations, with unlimited users and projects under the applicable Core365 arrangement. Automations365, Reports365, and AI Agents are separately offered. DocuVault365 requires a separate annual license. Specialized external tools and accounting systems may still be needed. The objective is to connect more of your day-to-day business operations without forcing every department to work from disconnected records.

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Let's Simplify Your Operations
& Scale Smarter