How many team members can I add?

Free is one user. Pro includes up to 5 team members with roles (owner, admin, member). Enterprise scales to 999.

Do homeowners need a login to see the share link?

No. The share link opens a read-only customer page with the signed estimate and the schematics. No account or app needed.

Can I revoke a share link?

Yes. Each share link can be disabled from the customer profile. The homeowner page returns a not-available message after revoke.

Is the customer history exportable?

Yes. Pro accounts can export customer lists and project history as CSV or Excel for record-keeping or insurance handoff.

Can I track insurance jobs alongside retail jobs?

Yes. Every project carries its own insurance details — claim number, insured name, and date of loss — right on the customer profile, so retail and insurance work live side by side in one hub.

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

Capture the lead — Address, contact, project type. Two clicks to start measuring.
Send the estimate — Branded share link, e-signature, status badges. Track sent / first-viewed / signed.
Build the history — Every measurement, estimate, and order on the customer profile. Defensible audit trail.
Loop in the crew — Add team seats with roles. Each member sees the right customers and projects.

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 signed estimate and the roof schematics. No login needed.
Team seats with roles — Pro includes up to 5 team members. Owner, admin, member roles with the right permissions.
Notifications — Bell alerts when an estimate is viewed, signed, or commented on. Email summaries optional.
Branded share pages — Your logo and brand color on every share link. Pro replaces the RoofStruct branding with yours.
Insurance claim tracking — Every project carries its insurance details — claim number, insured name, and date of loss — so retail and insurance jobs live side by side in the same hub.

Share with the homeowner

A Read-Only Link for the Homeowner. No Login, No Friction.

Send a single link with the signed estimate and the project schematics. The homeowner reviews it on their phone — no account, no app, no install. Branded with your shop on Pro.

Customers FAQ

How many team members can I add?: Free is one user. Pro includes up to 5 team members with roles (owner, admin, member). Enterprise scales to 999.
Do homeowners need a login to see the share link?: No. The share link opens a read-only customer page with the signed estimate and the schematics. No account or app needed.
Can I revoke a share link?: Yes. Each share link can be disabled from the customer profile. The homeowner page returns a not-available message after revoke.
Is the customer history exportable?: Yes. Pro accounts can export customer lists and project history as CSV or Excel for record-keeping or insurance handoff.
Can I track insurance jobs alongside retail jobs?: Yes. Every project carries its own insurance details — claim number, insured name, and date of loss — right on the customer profile, so retail and insurance work live side by side in one hub.

Build your customer hub in minutes

Free tier supports unlimited customers. Team seats unlock on Pro.