ShingleSync user manual
One roofing job, start to finish: from the first lead to the final payment. Each step shows who usually does it, with screenshots and short videos from the app.
Quick start by role
- OwnerSet the company up, keep an eye on the money, and know what every role is doing.
- Sales repFrom the first knock or call to the signed contract, mostly on your phone.
- OfficeLeads that call in, the calendar, the claim paperwork, invoices and payments.
- Project managerFrom the signed contract to the final walkthrough: crews, dates, materials and changes.
- Crew memberYour jobs on your phone: where, when, what to do, and the photos to take.
Chapters
- 0Start here
Phone or desktop, adding the app to your home screen, who does what, and finding any record fast.
Who: EveryoneAll plans - 1Capture a lead
Add a lead from the driveway in under 30 seconds, then work it through the pipeline.
Who: Sales repOfficeAll plans - 2Customer, contacts and property
Co-owners and signers, recording consent to text and email, and where property data comes from.
Who: Sales repOfficeAll plans - 3Schedule the inspection
Book the inspection, avoid double-booking, and see the day on your phone.
Who: Sales repOfficeAll plans - 4Inspect the roof
The checklist, photos that survive a weak signal, and the inspection report.
Who: Sales repAll plans - 5Insurance claim
Record the carrier, claim number, adjuster meeting and the numbers from the scope of loss.
Who: Sales repOfficePro and Storm plans - 6Measure the roof
Enter squares and linear footage, or import a measurement report.
Who: Sales repAll plans - 7Build the estimate
Good, Better and Best options from a template, with live totals and margin.
Who: Sales repOwnerAll plans - 8Send the proposal
Turn the estimate into a proposal and send the homeowner a secure link.
Who: Sales repPro and Storm plans - 9The homeowner signs
What the homeowner sees on their phone: choosing an option and signing, co-owners included.
Who: HomeownerPro and Storm plans - 10What signing does for you
The contract, the job, the Won stage and the deposit invoice, all created at once.
Who: Sales repOwnerPro and Storm plans - 11Production
Crews, schedule, materials, tasks, photos and change orders, through to Completed.
Who: Project managerOfficeCrewAll plans - 12Invoices
Deposit, progress, final and supplement invoices, and sending them.
Who: OfficePro and Storm plans - 13Get paid
Card and bank payments online, recording checks and insurance checks, and closing the job.
Who: HomeownerOfficePro and Storm plans - 14After the job
Asking for a review, and commissions for the owner.
Who: OfficeOwnerPro and Storm plans