Chapter 0

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Phone or desktop, adding the app to your home screen, who does what, and finding any record fast.

EveryoneAll plans

ShingleSync runs your roofing jobs from the first call to the final payment. This manual follows one job through every step, in the order it happens. Each step shows who usually does it: the sales rep, the office, the project manager, the crew or the owner.

Field work is built for your phone. Office work is easier on a computer. It's the same account on both, so pick up wherever you left off.

On your phone

ShingleSync on your phone · 11 s, no soundEveryone

Dashboard on a phone with this month's metrics — The dashboard: this month's numbers at the top, then what needs you today.

Bottom bar with Dashboard, Leads, Schedule, Jobs and More — 1The bar at the bottom goes to the dashboard, leads, your schedule and jobs.

More sheet open with links to the rest of the app — 2More opens everything else your role can use.

Add ShingleSync to your home screen

There's nothing to download from an app store. Add it to your home screen once and it opens like an app:

iPhone (Safari): open ShingleSync, tap the Share button, then Add to Home Screen.
Android (Chrome): open ShingleSync, tap the ⋮ menu, then Add to Home screen or Install app.

When there's a new version, ShingleSync shows A new version is ready with a Reload button.

On a computer

ShingleSync on a computer · 11 s, no soundEveryone

Desktop dashboard with the Today panels — On a computer, the Today panels list overdue follow-ups, today's appointments, proposals waiting for a signature and jobs in production.

Sidebar with Dashboard, My day, Leads, Jobs, Messages and the folding sections — 1The sidebar follows the job from sale to payment: Sales, Production, Money, Growth and Tools fold open when you need them.

Search box open with results for Harbor Rd — 2Search (or press ⌘K, Ctrl+K on Windows) finds any lead, customer or address by name, street, phone or lead number.

Every number on the dashboard links to the list behind it.

Who does what

Everyone signs in with their own account, and their role decides what they see and can change:

Role	Usually does
Owner	Everything, including company settings, billing, pricing and commissions
Admin	Everything except the company's ShingleSync subscription
Sales rep	Leads, inspections, estimates and proposals
Office	Leads, scheduling, invoices and payments
Project manager	Jobs, crews, materials and the production schedule
Crew member	Only the jobs assigned to their crew: the address, dates, scope, tasks and photos

Team settings with the members table and their roles — Settings → Team lists everyone with access and their role. Owners and admins change roles here.

Invite a team member dialog with an email and the Role select — 1Invite member sends a link that adds the person with the role you choose.

If you belong to more than one company, a switcher appears at the top left to move between them.