05 / Customers
Every roof, every estimate, every order — in one place.
A customer hub for the work you do daily. Team seats with roles, shareable links for homeowners, and a history timeline you can actually defend.
Up to 5 — Team seats on Pro
What's in the customer hub
Built so the day-to-day fits in one tab.
- Customer profiles — Address, phone, email, project notes — all in one place. Searchable and exportable.
- Activity timeline — Every measurement, estimate, order, and share link on the timeline. Defensible.
- Shareable customer links — A read-only link for the homeowner with the 3D Roof Model and signed estimate. No login needed.
- Team seats with roles — Pro includes up to 5 team members. Owner, admin, member roles with the right permissions.