My team won't keep a CRM up to date.

Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.

My jobs are big and infrequent. Is this overkill?

The opposite. When one job is worth five figures, a single recovered enquiry pays for a year of the system. You need it to work twice.

What happens after a storm when everyone calls at once?

Every caller gets an answer and a place in the queue. Inspections are booked in geographic order rather than the order the phone rang.

Roofers · STN 04 — Chase

You can see
the whole line.

A $9,000 restoration is not decided in a day. Without follow-up it is decided by whoever stayed in touch. Every open enquiry, what stage it is at, and what happens to it next. Without it, no idea what is open, what has gone quiet, or what this month actually looks like — and for roofing contractors, restoration and gutter specialists, that adds up to $61,200 a year.

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What it is costing now

~~$61,200~~

a year for roofing contractors, restoration and gutter specialists. Struck through because it is recoverable.

Based on 2 unanswered enquiries a month at $8,500 average job value, of which 30% would have converted. Your leak audit uses your numbers, not these.

What changes

Every open enquiry, what stage it is at, and what happens to it next.

One board showing every live enquiry and quote, what state it is in, and what the machine will do about it next. Not a dashboard you have to maintain — it fills itself from what actually happened. On the line this sits at station 4, chase — the point where enquiries either turn into jobs or quietly stop. Everyone calls at once, you are on a roof, and half of them are gone by the time you are down.

The board — Roofers — chase station

RUNNING

11:40Quote #77 — full restoration, $11,200Day-9 chaseReplied "still keen"
16:05Gutter replacement — web formWeb formQuote sent 16:09
07:12Storm damage — tile roof, Hills districtMissed callInspection booked
06:00Shift summary → owner's phoneReport$11,200 in play

How it runs

What the pipeline board changes for roofers

01
It fills itself
Stages move on real events — replied, booked, quoted, won — not on someone updating a record.
02
Nothing stalls silently
Anything sitting too long in one stage surfaces instead of sinking.
03
You see the money
Open value by stage, so you know what is actually in front of you this month.

Straight answers

The pipeline board for roofing — questions people ask

My team won't keep a CRM up to date.: Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.
My jobs are big and infrequent. Is this overkill?: The opposite. When one job is worth five figures, a single recovered enquiry pays for a year of the system. You need it to work twice.
What happens after a storm when everyone calls at once?: Every caller gets an answer and a place in the queue. Inspections are booked in geographic order rather than the order the phone rang.

Same trade

Everything else that runs on a roofer line

Same station

The pipeline board in other trades

Roofers · Pipeline board

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.