For roofing & exterior contractors
Every job, from first call to final payment.
Leads, the job board, crews and subs, a GPS time clock, time sheets and material lists in one system your office and your crews both use. Estimates with online signing, invoices and QuickBooks sync are on the way.
30-day free trial. Works in any web browser, on any device.
Lead → Appointment → Estimate → Follow up → Contract → Scheduled → Work → Inspection → Invoice → Paid
Set up for
Roofing
Steel & standing seam
Flat roofs
Siding
Soffit, fascia & trim
Eavestrough & gutters
Windows & doors
Skylights
Decking
Repairs & service
One system, the whole job
Stop running the business from five apps and a whiteboard.
Sales pipeline
Leads come in from your website, phone or the field. Book the appointment, track every follow-up and see who is closing what.
Estimates that build themselves Coming soon
Enter the roof measurements once. Materials and waste work out from your own price list today; Good, Better, Best proposals are next.
Proposals signed online Coming soon
Customers pick an option and sign from their phone. The job moves to Contract and the deposit invoice goes out on its own.
Production and scheduling
Put a crew or a sub on each job with start and finish dates and notes for the site. Everyone sees what is booked and what is waiting.
Crews and subs in the field
A time clock with GPS, job photos and crew notes on any phone. Subs see only their jobs, never your prices.
QuickBooks Online and reports Coming soon
Customers, invoices, payments, hours and bills sync to QuickBooks. Build a report on any field and pin it to your dashboard.
The workflow
Know where every job stands.
Every job moves through four phases: Sell, Plan, Build and Collect. Each job carries a progress rail, so the office, the crews and the owner see how far along it is at a glance. Every stage records when the job arrived and how long it sat there.
Skip a stage and it is marked skipped, not lost. Rename, recolour or reorder the stages to fit how your company works.
Sell
- LeadPhone, web form or walk-in
- AppointmentBooked with the customer
- Estimate & proposalMeasured and priced
- Follow upKept on the board until they decide
Plan
- ContractContract date recorded
- To be scheduledWaiting on approval or permit
- Job scheduledCrew or sub booked
- Repair pendingSmall jobs take a short path
Build
- RepairsIn and out the same week
- WorkCrew clocked in on site
- Work completedPhotos and sign-off
Collect
- Inspection & invoiceFinal check before invoicing
- Invoice sentWaiting on payment
- PaidOff the board after 30 days
Logins and permissions
Everyone gets a login. Nobody sees more than they should.
Your subs never see your prices. Your customers never see your costs. Your crew lead never sees the owner's margin. Each company's data is kept in its own separate database.
Owner
Everything, including profit on every job.
Office manager
Customers, jobs, crews, time sheets, imports and settings. Invoices and QuickBooks are coming.
Production manager
Crews and subs on each job, schedules, and approving hours.
Production team
Books work and enters new leads for sales. No dollar amounts.
Sales
Leads, jobs and material worksheets with prices. Estimates and proposals are coming.
Subcontractor
Only the jobs assigned to them. No prices, no other customers.
Crew member
Time clock, crew notes and photos for their crew's jobs.
Customer
Coming soon: their own project, to sign proposals, pay invoices and see progress photos.
In the field
Hours you can trust, from the roof, not from memory.
- Clock in, Break and Clock out from the phone app, with the GPS location recorded at each tap.
- The office checks each person's week, fixes a missed punch and approves the hours in one click.
- Crews see the address, the scope, the material list and the crew notes. Never the price.
- Subs log in to see only their jobs, with directions, the scope, photos and notes.
- Hours add up on every job, so you can see where your labour went.
QuickBooks Online Coming soon
Enter it once. Your books keep up.
Connect your own QuickBooks Online company in a few clicks. Every job shows whether it is in sync, and anything that did not go through is listed so the office can fix it.
| In Work InProgress | In QuickBooks | Direction |
|---|---|---|
| Customers | Customers | Both ways |
| Jobs | Projects (sub-customers) | To QuickBooks |
| Accepted proposals | Estimates | To QuickBooks |
| Invoices and change orders | Invoices | To QuickBooks |
| Payments | Payments | Both ways |
| Materials and labour prices | Products and services | Both ways |
| Approved crew hours | Timesheets | To QuickBooks |
| Job bills from suppliers and subs | Bills | To QuickBooks |
Pricing
Pay for the people who use it. Nothing else.
Every feature for every company. Start with a free 30-day trial, then pay monthly for your staff, crews and subs. Customers are always free.
Staff
Owner, office manager, sales, production manager and production team.
$25 per user / month
- Customers, jobs and the job board
- Price list, material lists and worksheets
- Crews, subs and time sheets
- Estimates, e-signing, invoices and QuickBooks Coming soon
Crew & subs
Your field employees and subcontractors, on their phones.
$2 per person / month
- Time clock with GPS for crews
- Subs see only the jobs you give them
- Job photos and notes from the field
- Never see your prices
Customers
The homeowners you work for.
Free as many as you need
- Sign proposals online Coming soon
- Pay invoices online Coming soon
- See their own project photos Coming soon
- Never see your costs
Example: 4 office and sales staff × $25 + 10 crew members and 2 subs × $2 = $124 a month.
Prices in CAD, before tax. Only people who can sign in count: stop someone's access and you stop paying for them. Cancel any time and take a full export of your data with you.
Questions
What contractors ask us first
Do my crews need to install an app?
No. Work InProgress runs in the web browser on any phone, tablet or computer. Crews can add it to their home screen so it opens like an app.
Can I bring my customers and jobs from my current system?
Yes. Send us an export from your current CRM or a spreadsheet and we will bring your customers, jobs and their stages across, keeping your job numbers.
How does pricing work?
You pay $25 a month for each staff login (owner, office, sales and production) and $2 a month for each crew member or subcontractor. Customers are free. Every company starts with a free 30-day trial.
Is my company's information kept separate from other contractors?
Yes. Every company has its own separate database. Your customers, prices and jobs are never stored alongside another company's.
Can I change the workflow stages?
Yes. Rename, recolour, add or remove stages, and set up your own trades, work types, flags and lead sources.
How does the QuickBooks Online connection work?
It is coming soon. You will connect your own QuickBooks Online company from the settings page, and customers, invoices, payments, products, approved hours and bills will then sync without retyping.
What do subcontractors see?
Only the jobs you assign to them: the address, scope, schedule, crew notes and photos. They never see your prices, other customers or your costs.
What happens if I cancel?
You keep access until the end of the month you paid for, and you can download a full export of your customers, jobs and documents.
Put your next job in progress.
Bring your jobs over, add your crew and have them clocking in this week.