OPEN PIPELINE$284,500↑ 18% this month
MYROOFBIZ COMMAND CENTER • DEMO DATA
Good afternoon.
Here’s what needs attention across sales and production.
INSPECTIONS THIS WEEK145 still need confirmation
ACTIVE PRODUCTION8 jobs$126,400 contracted
OUTSTANDING BALANCE$42,1753 invoices overdue
Sales pipeline
Drag-ready stages from new lead to signed job.
Storm damage • Edmond
Commercial • Norman
Replacement • Yukon
Repair • Moore
Insurance • Bethany
Insurance • Oklahoma City
Retail • Oklahoma City
Today
September 17
Miller inspection
Marcus • Edmond
Chen adjuster meeting
Daniel • Yukon
Brooks material delivery
Alvarez Crew • Bethany
!
3 items need attention
Overdue tasks and unsigned estimates
MYROOFBIZ NETWORK
Your connected roofing tools
Activate specialized apps without creating disconnected customer accounts.
SALES CRM
Opportunities
Manage prospects from first contact through signed agreement.
| Customer | Stage | Market | Assigned rep | Value | Last touched |
|---|---|---|---|---|---|
| Alex & Jamie CarterMRB-DEMO-1048 • Insurance | Approved | Oklahoma City, OK | Demo Rep | $21,425 | 28 min ago |
| Sarah MillerMRB-DEMO-1051 • Storm damage | New lead | Edmond, OK | Marcus Reed | $18,500 | Today |
| Robert ChenMRB-DEMO-1049 • Replacement | Inspected | Yukon, OK | Daniel Ruiz | $21,800 | Yesterday |
BIZZY’S TOOLBOX
Add more power when you need it.
Activate every tool free, use its monthly allowance, and upgrade to unlimited only when your business needs more.
✓
Free Command CenterNo credit card required
Sales CRM
Manage contacts, opportunities, job values, stages, tasks and follow-ups.
Free every month10 contacts + 2 active jobs
4 of 10 contacts used
Inspections
Capture damage, roof notes and photos and create customer-ready reports.
Free every month1 complete inspection
Customer Portal
Give homeowners one place for job status, documents, photos and invoices.
Free every month1 active customer portal
Work Orders & Crews
Create production orders, assign crews and track scheduled work.
Free every month1 work order
Estimates & E-sign
Send branded estimates, collect signatures and advance accepted work.
Free every month1 signed estimate
Canvass Retargeting
Save today’s “no,” monitor properties and reconnect after qualifying storm activity—all through StormPipelineBuilder.
Free every month10 monitored properties
AI Office Assistant
Draft follow-ups, summarize jobs and create customer communication.
Free every month5 AI actions
Bizzy AI Support & FAQs
Get immediate answers, setup guidance and step-by-step help any time.
Free forever24/7 AI chat + searchable help center
Email Support
Get help from a MyRoofBiz specialist with account and workflow questions.
Paid human supportUnlimited email tickets • 1-business-day target
Phone + Priority Email
Speak with a specialist and move to the front of the support queue.
Paid human supportPhone access + priority email • fair use
Branded Website
Build and preview your roofing website before publishing it.
FreePrivate branded preview
UNLIMITED BUNDLES
Need several tools? Bundle and save.
Every bundle is a simple month-to-month recurring subscription.
CRM, estimates, rep portal, automations and AI.
Unlimited core sales and operations modules.
Inspections, portals, work orders, crews and billing.
MYROOFBIZ NETWORK
One identity. A growing family of roofing tools.
Your Network account connects MyRoofBiz with specialized apps while preserving where you originally joined.
YOUR NETWORK IDENTITY
Use your MyRoofBiz Network account anywhere.
Your permanent Client ID identifies your company. Generate a temporary six-digit code only when connecting another Network app.
Secure by designThe temporary code expires and can be used only once. It is not your password.
MYROOFBIZ NETWORK APP
AVAILABLECanvass Retargeting
Powered by StormPipelineBuilder, this app turns canvassing rejections into a monitored pipeline. Save properties now, watch for storm activity and reconnect when the timing changes.
- Save homeowner and property records
- Map canvassed neighborhoods
- Monitor properties for future storm opportunities
- Keep photos, notes and rep ownership together
- Return qualified opportunities to your sales pipeline
Free Network access10 monitored properties
$49/monthUnlimited subscription
TWO-WAY ACCOUNT LINKING
Join anywhere. Connect everything later.
1Sign up with any Network product2Receive one permanent Client ID3Link other products securely4Keep your history and subscriptions
STATUSApproved
Next step: Schedule production
LLead7/21
PProspect7/23
AApproved8/19
SScheduled—
CCompleted—
IInvoiced—
✓Closed—
Primary contact
- Name
- Alex and Jamie Carter
- Phone
- (405) 555-0142 Text opt-in: Yes
- alex.carter@example.com
- Billing
- Same as property
Property & claim
- Address
- 1000 Demo Ridge Drive
Oklahoma City, OK 73102 - Work type
- Insurance restoration
- Carrier
- Demo Mutual
- Claim #
- DEMO-483920
- Adjuster
- Taylor Morgan • (405) 555-0188
Estimates & worksheet
Approved scope and customer-facing estimates.
Good Faith EstimateSent August 19 • Approved
$21,425.02Approved worksheetSigned August 19
$21,425.02Production & orders
Schedule trades, materials, crews, and final inspection.
ROOFING ORDEROwens Corning DurationDelivery: Sep 18
ASSIGNED CREWAlvarez CrewStart: Sep 19, 7:00 AM
ScheduledPhotos & documents
Inspection, claim, production, and completion records.
◇
Inspections
Mobile inspection forms, damage photos, roof notes, and homeowner-ready reports will live here.
▤
Field Operations
Crew schedules, work orders, materials, job progress, and completion checklists will live here.
▧
Photos & Files
Organize field photos and documents by customer, job, date, room, slope, and production stage.
$
Billing & Payments
Create invoices, collect deposits, track balances, and reconcile job profitability.
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Reports
Sales, production, cash flow, lead-source, close-rate, and rep performance reporting.
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Settings
Company branding, users, roles, service areas, integrations, templates, and notifications.