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.

  • Dashboard with live KPIs — One screen rolls up live KPIs across measurements, estimates, and material orders — so you see the whole pipeline, not just one job, the moment you log in.
  • 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.