Software
Leap management for roofing contractors
The document is built while a homeowner watches. Every preparation this desk does has to be finished before that begins.
Everything that has to be true beforehand
Templates carrying the current wording, the current exclusions and the current warranty language. Pricing that matches what the company charges this week rather than what it charged when somebody last looked. Option sets configured so a salesperson selecting the obvious thing selects the right thing.
Afterwards, the other half: signed documents filed against the job in whatever system the company runs, so the record does not stay on a tablet. And a standing check that what went out matches what was meant to — which is the only way a drifted price is ever caught before a customer catches it.
The document is assembled in front of the buyer
Almost every other document a roofing company produces is made at a desk and then sent. There is a gap between finishing it and it becoming real, and that gap is where mistakes get caught — somebody rereads it, a price looks wrong, a version gets replaced before anybody outside sees it.
This one is generated in the room. A salesperson works through options with a homeowner, the document assembles as they go, and it is signed before anyone leaves. The gap does not exist. Whatever the system was holding at that moment is what the customer received and agreed to.
That relocates the entire job of an outside desk. There is no version of this work that involves reviewing a proposal before it goes out, because by the time it exists it has gone out. Everything useful happens earlier: the correctness of what a document can be built from, checked when nobody is waiting.
Which makes the failure mode unusually quiet. A stale figure does not produce an error — it produces a clean, professional, fully executed document containing the wrong number, agreed by a customer who had no reason to question it. Nobody finds out at the table. They find out when the job is costed.
Smooth in the room, brittle behind it
What it does well is remove friction from the moment that matters. A homeowner sees options, sees what each changes, and signs without waiting for a document to arrive by email two days later. For a company competing on that, it is the whole point of the system.
The cost is that everything the smoothness depends on has to be right in advance, and none of it complains when it is not. Old pricing presents exactly as confidently as current pricing. A template whose exclusion list was superseded looks identical to one that was updated yesterday.
What stays with a person is deciding what the company actually sells this month — the price, the inclusions, the options worth offering. Those are commercial calls. The desk keeps the system faithful to them; it does not make them, and a back office quietly adjusting a price is a back office setting your margins.
What you grant, and what stays in your account
A user account you create, at the level you choose. Not a shared login. Where documents commit the company to a price, being able to say who last changed a template is the protection.
Templates and signed documents do not move. Nothing is exported to a system of ours; the executed paperwork lives where your company keeps its jobs.
Pricing is yours to set. We keep the system matching what you decided and tell you when it has drifted. What the company charges is not a back office’s decision.
Roofing Back Office is not affiliated with, endorsed by, or certified by any software vendor named on this site. All product names and trademarks are the property of their respective owners.
Getting current before the next appointment
The opening job is an audit against what the company sells right now: every price, every option, every piece of standing wording. It is usually the first time anybody has compared the two directly, and something is almost always out of step.
Out of that comes a maintenance rhythm — what gets checked weekly, what gets checked when a supplier moves, who approves a change. Small and regular beats thorough and occasional here, because the deadline is whenever the next appointment happens to be.
Filing discipline comes with it: every signed document into the job record, promptly. That is the least interesting item on this page and the one most likely to be the reason a company cannot find what a customer agreed to.
What owners ask about the kitchen-table system
Do you go on the appointment?
No. The conversation is between your company and the homeowner, and an outside party in it would change what it is. What this desk does is everything that has to be true before the door is knocked — templates current, pricing right, options configured, the last job’s paperwork filed so nothing from it surfaces mid-appointment.
What breaks most often at the table?
A price or an option that is out of step with what the company now sells. It never announces itself: the salesperson selects what looks correct, the document generates cleanly, and the mismatch appears weeks later when somebody holds you to it. Nothing in the moment signals that the selection came from a stale list.
Can you keep the pricing current?
That is the core of it, and it needs a rhythm rather than a project. Material and labour figures move, options get added, a manufacturer changes what a package includes — and every one of those has to reach the tablet before the next appointment, not before the next quarter. The work is small, frequent, and unforgiving about timing.
What happens to the paperwork afterwards?
Signed documents get filed against the job in whatever your company runs, so the record lives where the rest of the job lives rather than only on the device it was signed on. That handoff is where things go missing, because the appointment feels finished and the filing is nobody’s obvious next step.
We have several salespeople and they all do it differently. Is that fixable?
Partly, and being honest about which part matters. Presentation style is theirs and should be. What should not vary is what a customer is shown and what the document says — same options, same exclusions, same wording. Making that consistent is configuration and discipline, and it is the half a desk can actually hold.
If we bring this back in-house, what does the next person get?
A current template and pricing set, plus a written note of what gets updated when and who signs it off. The account was always yours. What transfers is the maintenance routine, which is the thing that decays first and is never written down anywhere.
Check one price against what you charge today
Pick the option your team selects most. If it is out of step, it has been signed that way more than once already.