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Welcome Back, Jonathan
Roofing operations overview
Activity
This Week
New Leads
0
Estimates Created
0
Revenue Added
$0
Tasks Completed
0
👥
0
Active Leads
📋
0
Estimates
💰
$0
Pipeline Value
🏆
$0
Closed Revenue
CRM Pipeline
Lead Stages
View →
0
New
0
Contacted
0
Est. Sent
0
Negotiating
0
Won
0
Lost
Recent
Latest Estimates
No estimates yet.
Tasks
Today's Follow-Ups
✅
No tasks due today.
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Address Search
Map Layers
Door Knock Heat Map
All Pins
Jobs Overlay
Storm Activity
Live Weather
Territory Zones
Drop a Pin

Select status → click map or enter address to drop pin

🔍
📍 NOT HOME MODE
🗑
Move to Deleted?
This lead will be moved to your Deleted bin. You can restore it anytime from the CRM header.
—
Confirm Pin Placement
Review before saving to your map
Not Home
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Property Address
Draw Mode
⬡ Perimeter mode — click map to trace. Click first dot to close.
↔ Click any Eave or Rake line on the map to toggle it.
This segment is a...
Line Type
Total Gutter LF0 ft
Downspouts (est)0
Controls
Lines

No lines yet.

Facets

No facets yet. Close a perimeter to create one.

Roof Calculator
Pitch
Waste
Base Area0 sf
Pitched0 sf
With Waste0 sf
Squares0.0 sq
Accessories

Click an accessory, then click the roof to place it.

Structures

Single structure. Add more for garage, shed, etc.

Map Tools
Advanced Tools
✏️ DRAWING TOOL
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Estimates
All roofing estimates
📋
No estimates yet.
Pipeline
0 leads · $0 pipeline
🗑 Deleted Leads
Restore or permanently remove
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Photo Library
Capture, tag, and organize property documentation
📸
Select a property above, then capture or upload photos.
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Storm Center
Live weather tracking & storm-based canvassing
🌩️
Loading Storm Center...
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Close Board
Track deals through to close
🏆
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Rep OS
Your personal operating system for sales success
🎯
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Template Library
24 NBD-branded documents — ready to generate, print, and present
Click a template to fill & generate. Use the Blank button to print an empty copy for hand-fill.
▾ ⚡

Generators

Auto-fill from CRM 4 docs
📊
Proposal / Estimate
Branded proposal with tiered pricing, warranty details, and project photos
→
💰
Invoice
Professional invoice with line items, payment methods, and balance due
→
🛡️
Warranty Certificate
Premium tiered warranty certificate with seal — Good, Better, or Best
→
✅
Certificate of Completion
Job completion verification with inspection checklist and warranty activation
→
▾ 🛡️

Insurance Documents

Claims & Supplements 5 docs
📎
Supplement Request
Itemized supplement with codes, quantities, and justification for adjusters
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📐
Scope of Work
7-section scope with removal, decking, underlayment, flashing, shingles, ventilation, and cleanup
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📋
Inspection Report (Insurance)
Detailed damage assessment formatted for insurance claims with photo zones
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📄
Assignment of Benefits (AOB)
Legal assignment authorizing NBD to negotiate and receive insurance proceeds
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🔄
Change Order
Contract modification with added/removed items and revised project totals
→
▾ 📝

Contracts & Agreements

Signatures Required 5 docs
📝
Roofing Contract
Full legal contract with terms, conditions, warranty, and signature blocks
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✍️
Work Authorization
Homeowner authorization to begin work with access instructions and cancellation notice
→
💳
Payment Agreement
Payment schedule with deposit, progress, and final milestones plus accepted methods
→
🚚
Material Delivery Notice
Professional delivery notice with material list, date, and homeowner instructions
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💌
Thank You Letter
Personal post-project letter with warranty reminder, maintenance tips, and referral ask
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▾ 📂

Leave-Behind Packets

Sales & Homeowner 5 docs
🏢
Company One-Pager
Full-color marketing piece with services, testimonials, and financing CTA
→
💳
Financing Options Sheet
Improvifi financing plans with monthly payment breakdowns and application steps
→
🔍
Inspection Report (Homeowner)
Sales-focused inspection report with condition grades and photo documentation
→
⛈️
Storm Damage Checklist
Printable 5-section checklist covering roof, gutters, siding, windows, and interior
→
📖
Insurance Claim Process Guide
7-step process walkthrough with FAQs — builds trust and sets expectations
→
▾ 📣

Marketing & Mailers

Print & Distribute 5 docs
🤝
Referral Card
Postcard-style referral with reward program details and 3-step process
→
📸
Before & After Report
Visual project documentation with before/after photo grids and highlights
→
🚪
Door Hanger
Print-ready door hanger — "We're in your neighborhood" free inspection offer
→
📬
Neighborhood Mailer
Targeted mailer for neighborhoods with a recent NBD project and referral CTA
→
⭐
Customer Testimonial Sheet
Social proof sheet with 4 real reviews, star ratings, and satisfaction stats
→
Your Files
Uploaded Documents
📁
No uploaded documents yet.
🤠
Ask Joe
AI-powered contractor coach · Powered by your pipeline data
ONLINE
Analytics & Leaderboard
Performance metrics and rankings
Rankings
Top Reps — All Time
Reports
Generate visual rep and business reports for meetings
History
My Reports
📈
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Settings
Account, appearance & preferences
Account
Your Profile
CRM
Pipeline Preferences
Secondary Toolbar
Quick nav to Estimates, Photos, Docs, Map
Ask Joe AI
API Key

Your Anthropic API key powers Joe AI. Get one free at console.anthropic.com → API Keys.

Account
Danger Zone
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Team Manager
Admin-only · create reps, assign roles, deactivate accounts
Admin
Last 30 Days
Analytics
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Total Members
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Active
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Pending Invite
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Deactivated
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Roster
Team Members
👥
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Selected User
Activity Feed
Select a team member to view recent activity (leads, knocks, logins).
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Product Library
Shingle lines, materials, and pricing reference
📦
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🚪
Loading Door-to-Door Tracker...
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Sales Training
Scripts, objection handling, and closing techniques
📚
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The Real Deal Academy
Master insurance restoration & retail roofing
🎓
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Schedule
Book inspections and appointments with Cal.com
Your Booking Link
Share With Homeowners
Setup
Cal.com Configuration
Don't have Cal.com? Sign up free — unlimited bookings, zero cost.
Live Calendar
Appointment Availability
📅
Set Up Your Calendar
Enter your Cal.com username above to embed your live booking calendar here.
Create Free Cal.com Account →
Upcoming
Scheduled Appointments
📋
Bookings will appear here once Cal.com is connected. Future update: webhook integration for real-time sync.
All Tools
Core
🏠Home
📊Dashboard
👥Pipeline
📋Estimate Builder
Tools
🚪Door-to-Door
🗺️Maps & Pins
📸Damage Photos
📁Templates
📦Products
✏️Drawing Tool
🎯Sales Training
🎓Real Deal Academy
📅Crew Calendar
Insights
⛈️Storm Center
📋Close Board
🧠Rep OS
🏆Leaderboard
📅Daily Program
💰API Analytics
System
🤖Ask Joe AI
⚙️Settings
🎨 Appearance
NBD Default · NBD Default font
Custom themes saved to your device.
Requires NBD Command plan to save.
Active: NBD Default
📖 Theme Guide
NBD PRO — APPEARANCE SYSTEM
Changing Your Theme
1
Tap the 🎨 palette icon in the topbar to open Appearance.
2
Browse by category or search by name (e.g. "batman", "matrix", "lofi").
3
Tap any bubble to apply instantly. Saved automatically across both CRM and Daily Success.
4
All themes and fonts are unlocked — pick any style you like.
Font Pairings
1
Open Appearance → tap Fonts tab for 8 curated pairings.
2
Each pairing sets display, body, and mono fonts across the whole app.
Custom Theme Builder
1
Open Appearance → tap Custom Builder.
2
Pick Background, Surface, Accent, Text, and Muted colors.
3
Apply Preview to see live. Save to keep it (Command plan).
💡 Your theme and font follow you between the CRM and Daily Success — same localStorage keys.