Case study
Roofing company
Crew time, job cost, field issues, and accounting.
The client is not named. What remains is the operational problem and the solution.
The operation
A roofing contractor. Quotes go out from an estimating tool the crew already knows. Jobs change once the roof is open. Crews work across sites. Trailer stock and equipment service matter to margin.
The problem
Once the roof is open, the job changes.
- Extra labour, materials from the trailer, and field notes live in texts and memory instead of the job file.
- The books get the numbers late, so job cost arrives after the crew has moved on.
- The owner cannot see open jobs, unpaid invoices, or field issues while away.
The solution
Keep the estimating tool. Connect the rest of the job so the office and the field share one view.
Solution
- Crew time against the job, with a mobile path for supervisors.
- Job cost that combines labour and material as the work happens.
- Field issues with photos, instead of group texts.
- Trailer inventory and equipment service logs.
- An accounting sync so invoices are not re-typed.
- One owner view of open work, receivables, and exceptions.
Ask us how a similar pattern would fit your crews.