From lead to signed contract to production — with full visibility.
Roofing is a sales-and-production business. ProjectPal connects marketing, lead intake, sales scope, and production status so leadership sees the whole pipeline, not disconnected screens.
Where the money leaks
The day-to-day friction in roofing rarely shows up on one report — it bleeds out across calls, follow-ups, and handoffs. Here’s where it usually goes.
- High ad spend with unclear return by source and branch.
- Leads get worked inconsistently and follow-up is uneven.
- Scope and pricing vary by salesperson.
- Production status after the sale is hard to see.
Turn that friction into controlled operations
Each piece connects to the next, so a lead becomes a tracked job — and nothing has to be re-keyed, chased, or remembered.
Protect lead ROI
Capture, route, and attribute every lead so you know which campaigns and partners produce real jobs.
Standardize the sale
AI-assisted scope keeps proposals consistent, clear, and margin-aware.
See production
Track jobs, deposits, and bottlenecks after the sale from one dashboard.
Modules built for Roofing
ProjectPal isn’t a single feature — it’s a connected operations platform. These are the parts of it that do the heavy lifting for your trade.
AI that proposes — your team confirms
ProjectPal turns every call and conversation into intelligence, then suggests the next move. Nothing acts on its own: AI proposes, a person confirms, and every action is permissioned and audited.
- Score and prioritize leads and recommend follow-up timing.
- Suggest scope and flag clarification needs on complex roofs.
Every suggestion is reviewed before anything is sent or changed — see how the governed AI model works
What leadership finally gets to see
The whole point of connecting the operation is to make it visible. Here’s what owners and managers can finally watch in one place.
- Lead source ROI, conversion, and revenue by branch and rep.
- Production WIP, deposits, and stuck-job detection.
ProjectPal for the people who run Roofing companies:
See ProjectPal for Roofing.
Book a Revenue Leak Review and we’ll walk your real operation — leads, calls, follow-up, contracts, production, and branches — and show you exactly where value is slipping out, and how ProjectPal recovers it.