Challenges
Weather-sensitive scheduling • Photo-heavy surveys • Materials staging
Industry solution
Enquiries, site photos, estimates, teams, materials, staged completion, and payment tracking.
Roofing is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Weather-sensitive scheduling • Photo-heavy surveys • Materials staging
Enquiries, site photos, estimates, teams, materials, staged completion, and payment tracking.
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
General material, asset, or supplier patterns apply while trade-specific templates are validated.
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
Field notes, media capture, and completion support the wider field workflow direction.