Good morning, team
Here is what is happening across your roofing business.
Recent leads
Latest opportunities in your pipeline
| Customer | Service | Stage | Value |
|---|
Sales pipeline
Lead count by current stage
Monthly revenue
Collected payments, last 6 months
$0Current month
Upcoming schedule
Inspections, deliveries and installs
Payment follow-up
Balances that need attention
| Customer | Balance | Status |
|---|
Account access
Supabase login
Test email and password authentication for this browser.
Sign in
Use an invited test account for A1-Roofing-CRM-Test.
Supabase login is not configured.
Test project only. Signed-in CRM records load from the A1-Roofing-CRM-Test organization. Local-only records remain separate and are never uploaded automatically.
Relationships
Customers
Keep contact details and job history in one place.
| Customer | Phone | Address | Jobs | Actions |
|---|
Sales pipeline
Lead management
Track new inquiries, appointments and follow-ups.
| Lead | Service | Source | Follow-up | Stage | Value | Actions |
|---|
Project proposals
Roofing estimates
Build and track estimates for every service line.
| Estimate | Customer | Service | Created | Amount | Status | Actions |
|---|
Field operations
Job scheduling
Coordinate inspections, materials and installation crews.
| Date & time | Customer | Event | Address | Assigned to | Status | Actions |
|---|
Accounts receivable
Payments & invoices
Monitor deposits, balances and payment status.
| Invoice | Customer | Job | Total | Paid | Balance | Due date | Status | Actions |
|---|
Business performance
Sales reports
Revenue, close rates and job profitability at a glance.
Revenue by month
Demo revenue by month
Demo job profitability estimate
Illustrative 38% margin only; not a calculation from actual costs.
| Customer | Project | Contract value | Est. cost | Gross profit | Margin |
|---|