01Work records for Roofing
Start with Roofing work record. Configure company defaults under Trade settings and keep actual job observations and sign-offs separate.
- Roof type
- Roof covering
- Roof system / specification reference
- Access / edge-protection plan reference
02Modules for your work
These modules are recommended for this occupation. The selected subscription package lists which modules are included; roles and project assignments still control each person’s access.
- Projects
- To-Dos
- Scheduling
- Daily Logs
- Permits
- Inspections
- Customers
- Estimates
- Cost Database
- Change Orders
- Purchase Orders
- Invoices
- Supplier Bills
- Goods Receipts
- Supplier Payments
03Company package and pricing
Choose an industry on pricing to review the published package price and included modules. Reduced-module packages use their own lower monthly and annual rates when published by the SaaS operator. Existing accepted packages keep their saved inclusions.
- New company setup retains your selected industry.
- Custom forms remain linked to their project or workflow.
- Existing signed records are preserved.