How roofing teams use Field Pro
- 1
Office takes a hail-damage call on the lead form, picks the services, and assigns a salesman — who accepts the assignment on his phone and gets an automatic reminder if it sits untouched.
- 2
The salesman builds an estimate from saved line items, attaches roof photos, and texts the customer a no-login link; the homeowner signs on his phone or online, and the approved estimate becomes a sold job.
- 3
Production schedules the crew with notes for the office and the crew kept separate, and crews upload progress photos, permits, and dump tickets from the roof.
- 4
A leak callback a month later becomes a warranty repair with photo documentation, an outcome status, and an automatic status email to the customer.
Common uses
- Roof replacement quotes
- Storm and insurance leads
- Repair callbacks and warranty work
- Crew scheduling and material orders
Field Pro provides these general workflows — it does not include trade-specific calculations, code-compliance tools, or automated material takeoffs.
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