Team Management

Scale Without Losing Control

Give every rep their own territory and dashboard. Track performance in real time. Manage your entire roofing sales team from one place — without the spreadsheets or the micromanagement.

10x
Faster Onboarding
New reps productive in days
40%
More Jobs Closed
Por rep por mes
100%
Visibility
De la actividad del equipo
Zero
Zero Micromanagement
Los datos hacen el trabajo
Features

Everything Your Team Needs to Win

Unlimited Team Members

Add every rep, estimator, and manager to your account at no additional cost. Each member gets their own access.

Territory Assignment

Assign zip codes, counties, or custom polygons to each rep. Prevents overlap, eliminates conflicts.

Performance Dashboards

Track reports generated, leads worked, jobs closed, and revenue per rep. Identify top performers.

Activity Alerts

Get notified when a rep has not generated a report in 48 hours, or when a high-value lead enters their territory.

Role-Based Permissions

Control what each team member can see and do. Reps see their own data; managers see everything.

Shared Reports Library

Every report generated by any team member is saved in a shared library. No duplicate work.

The Right Access for Every Role

Role-based permissions ensure every team member sees exactly what they need — and nothing they shouldn't.

Field Rep
  • Generate property reports for the assigned territory
  • View your own performance metrics
  • Access the shared reports library
  • Receive permit alerts for their zone
Sales Manager
  • View activity and performance of all reps
  • Assign and adjust territories
  • Set weekly report quotas
  • Export team performance reports
Business Owner
  • Full account visibility and control
  • Manage billing and credit allocation
  • Add/remove team members
  • Access all reports and analytics
Manager Dashboard

See Your Entire Team's Performance
at a Glance

Know who's working, who's not, and who's closing — without calling anyone. The manager dashboard gives you real-time visibility into every rep's activity, territory, and results.

  • Reports pulled per rep this week
  • Leads in pipeline by territory
  • Jobs closed and revenue attributed
  • Credit usage and remaining balance
Team Performance — This Week
Feb 17–21, 2026
C
Carlos M.
14 reports9 leads3 closed
94
S
Sarah K.
11 reports7 leads2 closed
87
J
James R.
8 reports5 leads1 closed
72
M
Mike T.
6 reports3 leads0 closed
58
39
Total Reports
6
Jobs Closed
39
Credits Used

Preguntas Frecuentes

Ready to Scale Your Team?

Add unlimited team members. No subscription. No contract.

Get Started Free
First report on us · Unlimited team members included